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IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameIBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN
Plan identification number 002

IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN
Employer identification number (EIN):251409929
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-06-01JAMES C. NUBER, JR.2024-02-06 JEFFREY BARTLETT2024-02-06
0022021-06-01
0022020-06-01
0022019-06-01
0022018-06-01
0022018-06-01
0022017-06-01JAMES NUBER, JR2019-01-30 JAMES NUBER, JR2019-01-30
0022016-06-01JAMES NUBER, JR2018-02-01 JAMES NUBER, JR2018-02-01
0022015-06-01JAMES NUBER, JR2016-08-31 JAMES NUBER, JR2016-08-31
0022014-06-01RYAN BAILEY2015-09-01 RYAN BAILEY2015-09-01
0022013-06-01MATTHEW MCLAUGHLIN2014-08-04 MATTHEW MCLAUGHLIN2014-08-04
0022012-06-01MATTHEW MCLAUGHLIN2013-08-16 MATTHEW MCLAUGHLIN2013-08-16
0022011-06-01MATTHEW MCLAUGHLIN2012-10-02 MATTHEW MCLAUGHLIN2012-10-02
0022010-06-01MATTHEW MCLAUGHLIN2011-09-01 MATTHEW MCLAUGHLIN2011-09-01
0022009-06-01MATTHEW MCLAUGHLIN2010-09-07 MATTHEW MCLAUGHLIN2010-09-07

Plan Statistics for IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

401k plan membership statisitcs for IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

Measure Date Value
2022: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01321
Total number of active participants reported on line 7a of the Form 55002022-06-01298
Number of retired or separated participants receiving benefits2022-06-0115
Number of other retired or separated participants entitled to future benefits2022-06-0139
Total of all active and inactive participants2022-06-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-018
Total participants2022-06-01360
Number of participants with account balances2022-06-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-010
Number of employers contributing to the scheme2022-06-0137
2021: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01297
Total number of active participants reported on line 7a of the Form 55002021-06-01260
Number of retired or separated participants receiving benefits2021-06-0116
Number of other retired or separated participants entitled to future benefits2021-06-0140
Total of all active and inactive participants2021-06-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-015
Total participants2021-06-01321
Number of participants with account balances2021-06-01318
Number of employers contributing to the scheme2021-06-0128
2020: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01295
Total number of active participants reported on line 7a of the Form 55002020-06-01247
Number of retired or separated participants receiving benefits2020-06-0113
Number of other retired or separated participants entitled to future benefits2020-06-0146
Total of all active and inactive participants2020-06-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-015
Total participants2020-06-01311
Number of participants with account balances2020-06-01297
Number of employers contributing to the scheme2020-06-0128
2019: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01285
Total number of active participants reported on line 7a of the Form 55002019-06-01241
Number of retired or separated participants receiving benefits2019-06-0114
Number of other retired or separated participants entitled to future benefits2019-06-0145
Total of all active and inactive participants2019-06-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-015
Total participants2019-06-01305
Number of participants with account balances2019-06-01295
Number of employers contributing to the scheme2019-06-0128
2018: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01272
Total number of active participants reported on line 7a of the Form 55002018-06-01230
Number of retired or separated participants receiving benefits2018-06-0111
Number of other retired or separated participants entitled to future benefits2018-06-0148
Total of all active and inactive participants2018-06-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-016
Total participants2018-06-01295
Number of participants with account balances2018-06-01285
Number of employers contributing to the scheme2018-06-0129
2017: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01277
Total number of active participants reported on line 7a of the Form 55002017-06-01214
Number of retired or separated participants receiving benefits2017-06-0113
Number of other retired or separated participants entitled to future benefits2017-06-0150
Total of all active and inactive participants2017-06-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-016
Total participants2017-06-01283
Number of participants with account balances2017-06-01272
Number of employers contributing to the scheme2017-06-0128
2016: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01282
Total number of active participants reported on line 7a of the Form 55002016-06-01217
Number of retired or separated participants receiving benefits2016-06-0115
Number of other retired or separated participants entitled to future benefits2016-06-0150
Total of all active and inactive participants2016-06-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-014
Total participants2016-06-01286
Number of participants with account balances2016-06-01277
Number of employers contributing to the scheme2016-06-0130
2015: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01296
Total number of active participants reported on line 7a of the Form 55002015-06-01211
Number of retired or separated participants receiving benefits2015-06-0116
Number of other retired or separated participants entitled to future benefits2015-06-0158
Total of all active and inactive participants2015-06-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-014
Total participants2015-06-01289
Number of participants with account balances2015-06-01282
Number of employers contributing to the scheme2015-06-0132
2014: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01290
Total number of active participants reported on line 7a of the Form 55002014-06-01260
Number of retired or separated participants receiving benefits2014-06-0115
Number of other retired or separated participants entitled to future benefits2014-06-0118
Total of all active and inactive participants2014-06-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-013
Total participants2014-06-01296
Number of participants with account balances2014-06-01281
Number of employers contributing to the scheme2014-06-0127
2013: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01272
Total number of active participants reported on line 7a of the Form 55002013-06-01252
Number of retired or separated participants receiving benefits2013-06-0115
Number of other retired or separated participants entitled to future benefits2013-06-0120
Total of all active and inactive participants2013-06-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-013
Total participants2013-06-01290
Number of participants with account balances2013-06-01276
2012: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01304
Total number of active participants reported on line 7a of the Form 55002012-06-01258
Number of retired or separated participants receiving benefits2012-06-0114
Number of other retired or separated participants entitled to future benefits2012-06-0119
Total of all active and inactive participants2012-06-01291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-014
Total participants2012-06-01295
Number of participants with account balances2012-06-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01302
Total number of active participants reported on line 7a of the Form 55002011-06-01273
Number of retired or separated participants receiving benefits2011-06-0112
Number of other retired or separated participants entitled to future benefits2011-06-0115
Total of all active and inactive participants2011-06-01300
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-014
Total participants2011-06-01304
Number of participants with account balances2011-06-01278
Number of employers contributing to the scheme2011-06-0129
2010: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01301
Total number of active participants reported on line 7a of the Form 55002010-06-01271
Number of retired or separated participants receiving benefits2010-06-0112
Number of other retired or separated participants entitled to future benefits2010-06-0115
Total of all active and inactive participants2010-06-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-014
Total participants2010-06-01302
Number of participants with account balances2010-06-01276
Number of employers contributing to the scheme2010-06-012
2009: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01332
Total number of active participants reported on line 7a of the Form 55002009-06-01267
Number of retired or separated participants receiving benefits2009-06-0111
Number of other retired or separated participants entitled to future benefits2009-06-0118
Total of all active and inactive participants2009-06-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-015
Total participants2009-06-01301
Number of participants with account balances2009-06-01275
Number of employers contributing to the scheme2009-06-0119

Financial Data on IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

Measure Date Value
2023 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$40,582
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total income from all sources (including contributions)2023-05-31$2,481,819
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$2,163,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$2,067,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$1,974,079
Value of total assets at end of year2023-05-31$42,273,063
Value of total assets at beginning of year2023-05-31$41,914,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$95,961
Total interest from all sources2023-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$2,102,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$2,102,338
Administrative expenses professional fees incurred2023-05-31$37,372
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$2,000,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Administrative expenses (other) incurred2023-05-31$41,654
Liabilities. Value of operating payables at end of year2023-05-31$40,582
Liabilities. Value of operating payables at beginning of year2023-05-31$0
Total non interest bearing cash at end of year2023-05-31$17,487
Total non interest bearing cash at beginning of year2023-05-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$318,258
Value of net assets at end of year (total assets less liabilities)2023-05-31$42,232,481
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$41,914,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$16,935
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$41,062,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$40,806,006
Value of interest in common/collective trusts at end of year2023-05-31$1,000,522
Value of interest in common/collective trusts at beginning of year2023-05-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$24,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$24,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$952,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-1,619,260
Net investment gain or loss from common/collective trusts2023-05-31$24,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$1,974,079
Employer contributions (assets) at end of year2023-05-31$189,737
Employer contributions (assets) at beginning of year2023-05-31$131,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$2,067,600
Assets. Value of buildings and other operty used in plan operation at end of year2023-05-31$2,603
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-05-31$0
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31DICLAUDIO & KRAMER,LLC
Accountancy firm EIN2023-05-31270887973
2022 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-05-31$-106,946
Total loss/gain on sale of assets2022-05-31$-10,508
Total of all expenses incurred2022-05-31$2,687,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$2,607,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$1,708,800
Value of total assets at end of year2022-05-31$41,914,223
Value of total assets at beginning of year2022-05-31$44,708,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$79,930
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$3,542,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$3,542,054
Administrative expenses professional fees incurred2022-05-31$29,770
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$5,000,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$86,903
Administrative expenses (other) incurred2022-05-31$32,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-2,794,681
Value of net assets at end of year (total assets less liabilities)2022-05-31$41,914,223
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$44,708,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$17,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$40,806,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$43,524,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$24,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$102,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$102,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$952,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$981,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-5,347,292
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$1,708,800
Employer contributions (assets) at end of year2022-05-31$131,190
Employer contributions (assets) at beginning of year2022-05-31$101,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$2,520,902
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$5,596,380
Aggregate carrying amount (costs) on sale of assets2022-05-31$5,606,888
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31FELIX & GLOEKLER, P.C.
Accountancy firm EIN2022-05-31260001555
2021 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-05-31$13,132,638
Total loss/gain on sale of assets2021-05-31$514,768
Total of all expenses incurred2021-05-31$1,270,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$1,202,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$1,672,847
Value of total assets at end of year2021-05-31$44,708,904
Value of total assets at beginning of year2021-05-31$32,847,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$68,301
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$2,048,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$2,048,530
Administrative expenses professional fees incurred2021-05-31$27,644
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$200,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$165,307
Administrative expenses (other) incurred2021-05-31$27,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$11,861,692
Value of net assets at end of year (total assets less liabilities)2021-05-31$44,708,904
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$32,847,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$12,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$44,505,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$32,746,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$102,348
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$21,492
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$21,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$8,896,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$1,672,847
Employer contributions (assets) at end of year2021-05-31$101,323
Employer contributions (assets) at beginning of year2021-05-31$79,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$1,037,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Aggregate proceeds on sale of assets2021-05-31$6,334,162
Aggregate carrying amount (costs) on sale of assets2021-05-31$5,819,394
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31FELIX & GLOEKLER, P.C.
Accountancy firm EIN2021-05-31260001555
2020 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-05-31$4,040,525
Total loss/gain on sale of assets2020-05-31$105,144
Total of all expenses incurred2020-05-31$2,422,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$2,346,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$1,426,029
Value of total assets at end of year2020-05-31$32,847,212
Value of total assets at beginning of year2020-05-31$31,229,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$76,579
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$1,512,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$1,512,039
Administrative expenses professional fees incurred2020-05-31$30,685
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$200,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$83,187
Administrative expenses (other) incurred2020-05-31$33,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$1,617,881
Value of net assets at end of year (total assets less liabilities)2020-05-31$32,847,212
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$31,229,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$11,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$32,746,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$31,053,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$21,492
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$10,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$10,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$997,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$1,426,029
Employer contributions (assets) at end of year2020-05-31$79,379
Employer contributions (assets) at beginning of year2020-05-31$165,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$2,262,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$7,411,283
Aggregate carrying amount (costs) on sale of assets2020-05-31$7,306,139
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31FELIX & GLOEKLER
Accountancy firm EIN2020-05-31260001555
2019 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-05-31$1,783,543
Total loss/gain on sale of assets2019-05-31$-24,292
Total of all expenses incurred2019-05-31$2,965,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$2,888,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$1,465,313
Value of total assets at end of year2019-05-31$31,229,331
Value of total assets at beginning of year2019-05-31$32,411,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$77,103
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$1,625,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$1,625,988
Administrative expenses professional fees incurred2019-05-31$27,424
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$2,000,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$53,864
Administrative expenses (other) incurred2019-05-31$34,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-1,182,100
Value of net assets at end of year (total assets less liabilities)2019-05-31$31,229,331
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$32,411,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$15,574
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$31,053,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$32,280,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$10,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$7,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$7,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-1,283,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$1,465,313
Employer contributions (assets) at end of year2019-05-31$165,151
Employer contributions (assets) at beginning of year2019-05-31$124,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$2,834,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$4,570,146
Aggregate carrying amount (costs) on sale of assets2019-05-31$4,594,438
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31FELIX AND GLOEKLER, PC
Accountancy firm EIN2019-05-31260001555
2018 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-05-31$5,193,082
Total loss/gain on sale of assets2018-05-31$59,490
Total of all expenses incurred2018-05-31$1,945,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$1,868,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$1,483,771
Value of total assets at end of year2018-05-31$32,411,431
Value of total assets at beginning of year2018-05-31$29,164,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$76,868
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$1,219,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$1,219,040
Administrative expenses professional fees incurred2018-05-31$29,403
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$2,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$49,771
Administrative expenses (other) incurred2018-05-31$31,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$3,247,355
Value of net assets at end of year (total assets less liabilities)2018-05-31$32,411,431
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$29,164,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$15,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$32,280,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$29,032,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$7,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$33,279
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$33,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$2,430,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$1,483,771
Employer contributions (assets) at end of year2018-05-31$124,243
Employer contributions (assets) at beginning of year2018-05-31$98,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$1,819,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$3,365,612
Aggregate carrying amount (costs) on sale of assets2018-05-31$3,306,122
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31FELIX AND GLOEKLER, PC
Accountancy firm EIN2018-05-31260001555
2017 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-05-31$5,168,643
Total loss/gain on sale of assets2017-05-31$57,557
Total of all expenses incurred2017-05-31$2,026,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$1,949,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$1,185,115
Value of total assets at end of year2017-05-31$29,164,076
Value of total assets at beginning of year2017-05-31$26,021,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$76,877
Total interest from all sources2017-05-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$950,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$950,808
Administrative expenses professional fees incurred2017-05-31$31,029
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$2,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$42,874
Administrative expenses (other) incurred2017-05-31$30,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$3,142,567
Value of net assets at end of year (total assets less liabilities)2017-05-31$29,164,076
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$26,021,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$15,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$29,032,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$25,825,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$33,279
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$112,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$112,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$2,975,163
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$1,185,115
Employer contributions (assets) at end of year2017-05-31$98,147
Employer contributions (assets) at beginning of year2017-05-31$83,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$1,906,325
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$2,719,241
Aggregate carrying amount (costs) on sale of assets2017-05-31$2,661,684
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31FELIX AND GLOEKLER, PC
Accountancy firm EIN2017-05-31260001555
2016 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-05-31$1,298,447
Total loss/gain on sale of assets2016-05-31$-148,348
Total of all expenses incurred2016-05-31$1,657,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$1,578,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$1,231,786
Value of total assets at end of year2016-05-31$26,021,509
Value of total assets at beginning of year2016-05-31$26,380,612
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$78,819
Total interest from all sources2016-05-31$35
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$1,139,067
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$1,139,067
Administrative expenses professional fees incurred2016-05-31$31,776
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$2,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$32,394
Administrative expenses (other) incurred2016-05-31$35,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-359,103
Value of net assets at end of year (total assets less liabilities)2016-05-31$26,021,509
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$26,380,612
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$11,697
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$25,825,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$26,170,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$112,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$114,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$114,795
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-924,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$1,231,786
Employer contributions (assets) at end of year2016-05-31$83,375
Employer contributions (assets) at beginning of year2016-05-31$95,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$1,546,337
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$3,047,704
Aggregate carrying amount (costs) on sale of assets2016-05-31$3,196,052
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31FELIX AND GLOEKLER, PC
Accountancy firm EIN2016-05-31260001555
2015 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-05-31$3,657,022
Total loss/gain on sale of assets2015-05-31$70,977
Total of all expenses incurred2015-05-31$2,052,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$1,930,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$1,319,539
Value of total assets at end of year2015-05-31$26,380,612
Value of total assets at beginning of year2015-05-31$24,776,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$122,693
Total interest from all sources2015-05-31$35
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$1,106,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$1,106,256
Administrative expenses professional fees incurred2015-05-31$47,806
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$2,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$49,328
Administrative expenses (other) incurred2015-05-31$59,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$1,604,124
Value of net assets at end of year (total assets less liabilities)2015-05-31$26,380,612
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$24,776,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$15,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$26,170,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$24,590,674
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$114,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$107,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$107,231
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$35
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$1,160,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31Yes
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$1,319,539
Employer contributions (assets) at end of year2015-05-31$95,434
Employer contributions (assets) at beginning of year2015-05-31$78,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$1,880,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$3,794,677
Aggregate carrying amount (costs) on sale of assets2015-05-31$3,723,700
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31FELIX & GLOEKLER, P.C.
Accountancy firm EIN2015-05-31260001555
2014 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-05-31$4,658,429
Total loss/gain on sale of assets2014-05-31$84,733
Total of all expenses incurred2014-05-31$1,754,030
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,648,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$1,086,840
Value of total assets at end of year2014-05-31$24,776,488
Value of total assets at beginning of year2014-05-31$21,872,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$105,199
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$873,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$873,801
Administrative expenses professional fees incurred2014-05-31$38,035
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$7,910,000
If this is an individual account plan, was there a blackout period2014-05-31No
Funding deficiency by the employer to the plan for this plan year2014-05-31$0
Minimum employer required contribution for this plan year2014-05-31$973,128
Amount contributed by the employer to the plan for this plan year2014-05-31$973,128
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$53,585
Administrative expenses (other) incurred2014-05-31$51,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$2,904,399
Value of net assets at end of year (total assets less liabilities)2014-05-31$24,776,488
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$21,872,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$15,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$24,590,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$21,704,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$107,231
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$76,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$76,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$2,613,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31Yes
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$1,086,840
Employer contributions (assets) at end of year2014-05-31$78,583
Employer contributions (assets) at beginning of year2014-05-31$91,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,595,246
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$2,716,808
Aggregate carrying amount (costs) on sale of assets2014-05-31$2,632,075
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31FELIX & GLOEKLER, P.C.
Accountancy firm EIN2014-05-31260001555
2013 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-05-31$5,093,209
Total loss/gain on sale of assets2013-05-31$220,010
Total of all expenses incurred2013-05-31$1,717,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$1,625,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$1,114,847
Value of total assets at end of year2013-05-31$21,872,089
Value of total assets at beginning of year2013-05-31$18,496,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$91,991
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$551,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$551,925
Administrative expenses professional fees incurred2013-05-31$33,415
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$7,910,000
If this is an individual account plan, was there a blackout period2013-05-31No
Funding deficiency by the employer to the plan for this plan year2013-05-31$0
Minimum employer required contribution for this plan year2013-05-31$1,114,847
Amount contributed by the employer to the plan for this plan year2013-05-31$1,114,847
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$113,653
Administrative expenses (other) incurred2013-05-31$42,957
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$3,375,344
Value of net assets at end of year (total assets less liabilities)2013-05-31$21,872,089
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$18,496,745
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$15,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$21,704,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$18,292,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$76,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$94,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$94,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$3,206,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31Yes
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$1,114,847
Employer contributions (assets) at end of year2013-05-31$91,177
Employer contributions (assets) at beginning of year2013-05-31$109,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$1,512,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$4,304,376
Aggregate carrying amount (costs) on sale of assets2013-05-31$4,084,366
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31FELIX & GLOEKLER, P.C.
Accountancy firm EIN2013-05-31260001555
2012 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-05-31$693,500
Total loss/gain on sale of assets2012-05-31$-101,457
Total of all expenses incurred2012-05-31$1,244,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$1,155,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$1,048,201
Value of total assets at end of year2012-05-31$18,496,745
Value of total assets at beginning of year2012-05-31$19,048,125
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$89,516
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$543,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$543,724
Administrative expenses professional fees incurred2012-05-31$27,929
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$7,910,000
If this is an individual account plan, was there a blackout period2012-05-31No
Funding deficiency by the employer to the plan for this plan year2012-05-31$0
Minimum employer required contribution for this plan year2012-05-31$1,048,201
Amount contributed by the employer to the plan for this plan year2012-05-31$1,048,201
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$51,672
Administrative expenses (other) incurred2012-05-31$46,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-551,380
Value of net assets at end of year (total assets less liabilities)2012-05-31$18,496,745
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$19,048,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$15,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$18,292,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$18,861,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$94,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$107,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$107,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-796,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31Yes
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$1,048,201
Employer contributions (assets) at end of year2012-05-31$109,375
Employer contributions (assets) at beginning of year2012-05-31$78,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$1,103,692
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$2,811,861
Aggregate carrying amount (costs) on sale of assets2012-05-31$2,913,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31FELIX AND GLOEKLER, P.C.
Accountancy firm EIN2012-05-31260001555
2011 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-05-31$4,384,778
Total loss/gain on sale of assets2011-05-31$191,907
Total of all expenses incurred2011-05-31$2,145,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$2,068,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$901,768
Value of total assets at end of year2011-05-31$19,048,125
Value of total assets at beginning of year2011-05-31$16,808,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$77,369
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$424,559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$424,559
Administrative expenses professional fees incurred2011-05-31$18,236
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$7,910,000
If this is an individual account plan, was there a blackout period2011-05-31No
Funding deficiency by the employer to the plan for this plan year2011-05-31$0
Minimum employer required contribution for this plan year2011-05-31$901,768
Amount contributed by the employer to the plan for this plan year2011-05-31$901,768
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-05-31$31,120
Administrative expenses (other) incurred2011-05-31$42,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$2,239,401
Value of net assets at end of year (total assets less liabilities)2011-05-31$19,048,125
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$16,808,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Investment advisory and management fees2011-05-31$16,469
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$18,861,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$16,732,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$107,260
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$6,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$6,442
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$2,866,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31Yes
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$901,768
Employer contributions (assets) at end of year2011-05-31$78,877
Employer contributions (assets) at beginning of year2011-05-31$69,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$2,036,888
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$3,894,695
Aggregate carrying amount (costs) on sale of assets2011-05-31$3,702,788
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31FELIX & GLOEKLER, PC
Accountancy firm EIN2011-05-31260001555
2010 : IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-05-31$0
Minimum employer required contribution for this plan year2010-05-31$653,451
Amount contributed by the employer to the plan for this plan year2010-05-31$653,451

Form 5500 Responses for IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN

2022: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Submission has been amendedYes
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01First time form 5500 has been submittedYes
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 56 EMPLOYEES DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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