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LOCAL 713 ANNUITY PLAN 401k Plan overview

Plan NameLOCAL 713 ANNUITY PLAN
Plan identification number 001

LOCAL 713 ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL 713 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL 713 ANNUITY FUND
Employer identification number (EIN):261908711
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 713 ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT M. VELLA2023-10-04 YEHUDA JAY HEFTER2023-10-04
0012021-01-01ROBERT M. VELLA2022-10-17 YEHUDA JAY HEFTER2022-10-17
0012020-01-01ROBERT M. VELLA2021-10-14 YEHUDA JAY HEFTER2021-10-14
0012019-01-01ROBERT M. VELLA2020-10-13 YEHUDA JAY HEFTER2020-10-13
0012018-01-01
0012017-01-01ROBERT M. VELLA
0012016-01-01RICHARD DOMBROWSKI
0012015-01-01RICHARD DOMBROWSKI
0012014-01-01RICHARD DOMBROWSKI
0012013-01-01RICHARD DOMBROWSKI
0012012-01-01ANDREW FAIR
0012011-01-01ANDREW FAIR
0012010-01-01
0012009-01-01
0012008-01-01

Plan Statistics for LOCAL 713 ANNUITY PLAN

401k plan membership statisitcs for LOCAL 713 ANNUITY PLAN

Measure Date Value
2022: LOCAL 713 ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0132,557
Total number of active participants reported on line 7a of the Form 55002022-01-0126,434
Number of other retired or separated participants entitled to future benefits2022-01-0118,856
Total of all active and inactive participants2022-01-0145,290
Total participants2022-01-0145,290
Number of participants with account balances2022-01-0145,290
Number of employers contributing to the scheme2022-01-01139
2021: LOCAL 713 ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139,764
Total number of active participants reported on line 7a of the Form 55002021-01-0124,237
Number of other retired or separated participants entitled to future benefits2021-01-018,320
Total of all active and inactive participants2021-01-0132,557
Total participants2021-01-0132,557
Number of participants with account balances2021-01-0132,557
Number of employers contributing to the scheme2021-01-01133
2020: LOCAL 713 ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0137,700
Total number of active participants reported on line 7a of the Form 55002020-01-0127,665
Number of other retired or separated participants entitled to future benefits2020-01-0112,099
Total of all active and inactive participants2020-01-0139,764
Total participants2020-01-0139,764
Number of participants with account balances2020-01-0139,764
Number of employers contributing to the scheme2020-01-01122
2019: LOCAL 713 ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0128,463
Total number of active participants reported on line 7a of the Form 55002019-01-0135,065
Number of other retired or separated participants entitled to future benefits2019-01-012,635
Total of all active and inactive participants2019-01-0137,700
Total participants2019-01-0137,700
Number of participants with account balances2019-01-0137,700
Number of employers contributing to the scheme2019-01-01202
2018: LOCAL 713 ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0119,352
Total number of active participants reported on line 7a of the Form 55002018-01-0125,828
Number of other retired or separated participants entitled to future benefits2018-01-012,635
Total of all active and inactive participants2018-01-0128,463
Total participants2018-01-0128,463
Number of participants with account balances2018-01-0128,463
Number of employers contributing to the scheme2018-01-01163
2017: LOCAL 713 ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0112,038
Total number of active participants reported on line 7a of the Form 55002017-01-0117,491
Number of other retired or separated participants entitled to future benefits2017-01-011,861
Total of all active and inactive participants2017-01-0119,352
Total participants2017-01-0119,352
Number of participants with account balances2017-01-0119,352
Number of employers contributing to the scheme2017-01-01102
2016: LOCAL 713 ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-019,196
Total number of active participants reported on line 7a of the Form 55002016-01-0110,567
Number of other retired or separated participants entitled to future benefits2016-01-011,471
Total of all active and inactive participants2016-01-0112,038
Total participants2016-01-0112,038
Number of participants with account balances2016-01-0112,038
Number of employers contributing to the scheme2016-01-01103
2015: LOCAL 713 ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016,703
Total number of active participants reported on line 7a of the Form 55002015-01-018,853
Number of other retired or separated participants entitled to future benefits2015-01-01343
Total of all active and inactive participants2015-01-019,196
Total participants2015-01-019,196
Number of participants with account balances2015-01-019,196
Number of employers contributing to the scheme2015-01-0185
2014: LOCAL 713 ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,698
Total number of active participants reported on line 7a of the Form 55002014-01-016,703
Total of all active and inactive participants2014-01-016,703
Total participants2014-01-016,703
Number of employers contributing to the scheme2014-01-0164
2013: LOCAL 713 ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,456
Total number of active participants reported on line 7a of the Form 55002013-01-013,698
Total of all active and inactive participants2013-01-013,698
Total participants2013-01-013,698
Number of participants with account balances2013-01-013,698
Number of employers contributing to the scheme2013-01-0152
2012: LOCAL 713 ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,505
Total number of active participants reported on line 7a of the Form 55002012-01-012,456
Total of all active and inactive participants2012-01-012,456
Total participants2012-01-012,456
Number of employers contributing to the scheme2012-01-0133
2011: LOCAL 713 ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01854
Total number of active participants reported on line 7a of the Form 55002011-01-011,505
Total of all active and inactive participants2011-01-011,505
Total participants2011-01-011,505
Number of participants with account balances2011-01-011,505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0133
Number of employers contributing to the scheme2011-01-0133
2010: LOCAL 713 ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01451
Total number of active participants reported on line 7a of the Form 55002010-01-01854
Total of all active and inactive participants2010-01-01854
Total participants2010-01-01854
Number of participants with account balances2010-01-01854
Number of employers contributing to the scheme2010-01-0114
2009: LOCAL 713 ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0134
Total number of active participants reported on line 7a of the Form 55002009-01-01451
Total of all active and inactive participants2009-01-01451
Total participants2009-01-01451
Number of employers contributing to the scheme2009-01-0115
2008: LOCAL 713 ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-010
Total number of active participants reported on line 7a of the Form 55002008-01-0134
Total of all active and inactive participants2008-01-0134
Total participants2008-01-0134
Number of participants with account balances2008-01-0134

Financial Data on LOCAL 713 ANNUITY PLAN

Measure Date Value
2022 : LOCAL 713 ANNUITY PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,340,641
Total unrealized appreciation/depreciation of assets2022-12-31$-1,340,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,607
Total income from all sources (including contributions)2022-12-31$277,755
Total loss/gain on sale of assets2022-12-31$-280,428
Total of all expenses incurred2022-12-31$2,738,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,342,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,051,437
Value of total assets at end of year2022-12-31$22,845,115
Value of total assets at beginning of year2022-12-31$25,297,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$396,376
Total interest from all sources2022-12-31$6,646
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$593,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$582,516
Administrative expenses professional fees incurred2022-12-31$25,200
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$28,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$16,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,607
Other income not declared elsewhere2022-12-31$44,737
Administrative expenses (other) incurred2022-12-31$160,674
Total non interest bearing cash at end of year2022-12-31$758,186
Total non interest bearing cash at beginning of year2022-12-31$95,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,460,939
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,828,959
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$25,289,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$174,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,472,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,565,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,141,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,661,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,661,031
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,797,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,051,437
Income. Dividends from preferred stock2022-12-31$11,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,342,318
Contract administrator fees2022-12-31$36,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$2,444,014
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$2,975,509
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,306,725
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,587,153
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : LOCAL 713 ANNUITY PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$696,139
Total unrealized appreciation/depreciation of assets2021-12-31$696,139
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$20,211
Total income from all sources (including contributions)2021-12-31$8,363,807
Total loss/gain on sale of assets2021-12-31$481,912
Total of all expenses incurred2021-12-31$2,062,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,404,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,919,733
Value of total assets at end of year2021-12-31$25,297,505
Value of total assets at beginning of year2021-12-31$19,008,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$657,373
Total interest from all sources2021-12-31$65
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$459,265
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$419,912
Administrative expenses professional fees incurred2021-12-31$28,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$322,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$20,211
Other income not declared elsewhere2021-12-31$32,485
Administrative expenses (other) incurred2021-12-31$433,920
Total non interest bearing cash at end of year2021-12-31$95,730
Total non interest bearing cash at beginning of year2021-12-31$1,045,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,301,612
Value of net assets at end of year (total assets less liabilities)2021-12-31$25,289,898
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,988,286
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$159,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,565,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,839,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,661,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,136,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,136,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$65
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$774,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,919,733
Income. Dividends from preferred stock2021-12-31$39,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,404,822
Contract administrator fees2021-12-31$36,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$2,975,509
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$2,665,665
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$21,071,035
Aggregate carrying amount (costs) on sale of assets2021-12-31$20,589,123
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : LOCAL 713 ANNUITY PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-366,439
Total unrealized appreciation/depreciation of assets2020-12-31$-366,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$20,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,098
Total income from all sources (including contributions)2020-12-31$4,930,861
Total loss/gain on sale of assets2020-12-31$-94,060
Total of all expenses incurred2020-12-31$1,381,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,114,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,379,084
Value of total assets at end of year2020-12-31$19,008,497
Value of total assets at beginning of year2020-12-31$15,445,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$267,801
Total interest from all sources2020-12-31$62,440
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$590,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$541,030
Administrative expenses professional fees incurred2020-12-31$21,200
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$322,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$253,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$20,211
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,098
Other income not declared elsewhere2020-12-31$166,238
Administrative expenses (other) incurred2020-12-31$133,404
Total non interest bearing cash at end of year2020-12-31$1,045,302
Total non interest bearing cash at beginning of year2020-12-31$1,224,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,548,905
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,988,286
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$15,439,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$113,197
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,839,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,490,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,136,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$324,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$324,918
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$62,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$193,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,379,084
Income. Dividends from preferred stock2020-12-31$49,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,114,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$2,665,665
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$2,152,005
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$17,134,074
Aggregate carrying amount (costs) on sale of assets2020-12-31$17,228,134
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : LOCAL 713 ANNUITY PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$354,361
Total unrealized appreciation/depreciation of assets2019-12-31$354,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$9,832
Total income from all sources (including contributions)2019-12-31$6,334,821
Total loss/gain on sale of assets2019-12-31$-15,915
Total of all expenses incurred2019-12-31$676,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$509,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,083,665
Value of total assets at end of year2019-12-31$15,445,479
Value of total assets at beginning of year2019-12-31$9,791,258
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$167,008
Total interest from all sources2019-12-31$20,793
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$428,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$393,080
Administrative expenses professional fees incurred2019-12-31$11,700
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$253,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$154,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$9,832
Other income not declared elsewhere2019-12-31$94,769
Administrative expenses (other) incurred2019-12-31$77,494
Total non interest bearing cash at end of year2019-12-31$1,224,664
Total non interest bearing cash at beginning of year2019-12-31$420,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,657,955
Value of net assets at end of year (total assets less liabilities)2019-12-31$15,439,381
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,781,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$77,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,490,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,347,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$324,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,267,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,267,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$20,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$368,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,083,665
Income. Dividends from preferred stock2019-12-31$35,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$509,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$2,152,005
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$601,044
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$11,101,356
Aggregate carrying amount (costs) on sale of assets2019-12-31$11,117,271
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611456956
2018 : LOCAL 713 ANNUITY PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-468,848
Total unrealized appreciation/depreciation of assets2018-12-31$-468,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,832
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,134
Total income from all sources (including contributions)2018-12-31$5,808,624
Total loss/gain on sale of assets2018-12-31$56,793
Total of all expenses incurred2018-12-31$422,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$257,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,852,966
Value of total assets at end of year2018-12-31$9,791,258
Value of total assets at beginning of year2018-12-31$4,396,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$165,880
Total interest from all sources2018-12-31$5,672
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$235,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$222,937
Administrative expenses professional fees incurred2018-12-31$14,200
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$154,405
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$245,891
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$9,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,134
Other income not declared elsewhere2018-12-31$126,541
Administrative expenses (other) incurred2018-12-31$102,616
Total non interest bearing cash at end of year2018-12-31$420,060
Total non interest bearing cash at beginning of year2018-12-31$3,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$5,385,633
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,781,426
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,395,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$49,064
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,347,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,208,340
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,267,947
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$354,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$354,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,852,966
Income. Dividends from common stock2018-12-31$12,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$257,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$601,044
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$584,626
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$6,575,726
Aggregate carrying amount (costs) on sale of assets2018-12-31$6,518,933
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2018-12-31112836481
2017 : LOCAL 713 ANNUITY PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$32,831
Total unrealized appreciation/depreciation of assets2017-12-31$32,831
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$81,328
Total income from all sources (including contributions)2017-12-31$1,941,682
Total loss/gain on sale of assets2017-12-31$161,003
Total of all expenses incurred2017-12-31$247,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$103,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,522,402
Value of total assets at end of year2017-12-31$4,396,927
Value of total assets at beginning of year2017-12-31$2,783,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$144,433
Total interest from all sources2017-12-31$857
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$100,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$80,986
Administrative expenses professional fees incurred2017-12-31$9,625
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$245,891
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$54,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$81,328
Other income not declared elsewhere2017-12-31$124,242
Administrative expenses (other) incurred2017-12-31$108,209
Total non interest bearing cash at end of year2017-12-31$3,483
Total non interest bearing cash at beginning of year2017-12-31$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,693,899
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,395,793
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,701,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,599
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,208,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,760,080
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$354,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$285,539
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$285,539
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,522,402
Income. Dividends from common stock2017-12-31$19,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$103,350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$584,626
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$682,902
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$2,793,020
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,632,017
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2017-12-31112836481
2016 : LOCAL 713 ANNUITY PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$108,451
Total unrealized appreciation/depreciation of assets2016-12-31$108,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$81,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,403
Total income from all sources (including contributions)2016-12-31$1,088,702
Total loss/gain on sale of assets2016-12-31$58,202
Total of all expenses incurred2016-12-31$223,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$104,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$858,682
Value of total assets at end of year2016-12-31$2,783,222
Value of total assets at beginning of year2016-12-31$1,912,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$118,905
Total interest from all sources2016-12-31$346
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$63,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$51,229
Administrative expenses professional fees incurred2016-12-31$9,000
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$54,289
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$81,328
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$75,403
Administrative expenses (other) incurred2016-12-31$91,711
Total non interest bearing cash at end of year2016-12-31$412
Total non interest bearing cash at beginning of year2016-12-31$7,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$864,887
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,701,894
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,837,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$18,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,760,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,233,518
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$285,539
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$443,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$443,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$858,682
Income. Dividends from common stock2016-12-31$11,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$104,910
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$682,902
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$228,294
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,161,567
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,103,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2016-12-31112836481
2015 : LOCAL 713 ANNUITY PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-7,396
Total unrealized appreciation/depreciation of assets2015-12-31$-7,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$75,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,651
Total income from all sources (including contributions)2015-12-31$950,108
Total loss/gain on sale of assets2015-12-31$-61,402
Total of all expenses incurred2015-12-31$149,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$986,275
Value of total assets at end of year2015-12-31$1,912,410
Value of total assets at beginning of year2015-12-31$1,056,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$107,917
Total interest from all sources2015-12-31$332
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$26,011
Administrative expenses professional fees incurred2015-12-31$8,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$750,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$11
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$75,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$20,651
Administrative expenses (other) incurred2015-12-31$88,388
Total non interest bearing cash at end of year2015-12-31$7,505
Total non interest bearing cash at beginning of year2015-12-31$8,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$800,863
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,837,007
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,036,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$11,279
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,233,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$511,231
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$443,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$324,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$324,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$986,275
Income. Dividends from common stock2015-12-31$6,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,328
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$228,294
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$212,037
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,030,931
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,092,333
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2015-12-31112836481
2014 : LOCAL 713 ANNUITY PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-45,989
Total unrealized appreciation/depreciation of assets2014-12-31$-45,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$55
Total income from all sources (including contributions)2014-12-31$430,684
Total loss/gain on sale of assets2014-12-31$33,648
Total of all expenses incurred2014-12-31$98,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$40,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$420,534
Value of total assets at end of year2014-12-31$1,056,795
Value of total assets at beginning of year2014-12-31$703,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,415
Total interest from all sources2014-12-31$122
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$22,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$16,680
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$20,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$55
Administrative expenses (other) incurred2014-12-31$49,927
Total non interest bearing cash at end of year2014-12-31$8,563
Total non interest bearing cash at beginning of year2014-12-31$65,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$332,483
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,036,144
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$703,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$7,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$511,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$125,162
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$324,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$199,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$199,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$420,534
Income. Dividends from common stock2014-12-31$5,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$40,786
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$212,037
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$313,563
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$803,312
Aggregate carrying amount (costs) on sale of assets2014-12-31$769,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2014-12-31112836481
2013 : LOCAL 713 ANNUITY PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$14,940
Total unrealized appreciation/depreciation of assets2013-12-31$14,940
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$55
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$55
Total income from all sources (including contributions)2013-12-31$298,691
Total loss/gain on sale of assets2013-12-31$8,648
Total of all expenses incurred2013-12-31$23,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$263,941
Value of total assets at end of year2013-12-31$703,716
Value of total assets at beginning of year2013-12-31$428,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,432
Total interest from all sources2013-12-31$694
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$12,296
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,427
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$55
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$55
Administrative expenses (other) incurred2013-12-31$10
Total non interest bearing cash at end of year2013-12-31$65,819
Total non interest bearing cash at beginning of year2013-12-31$10,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$274,937
Value of net assets at end of year (total assets less liabilities)2013-12-31$703,661
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$428,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$4,422
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$125,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$132,620
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$199,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$117,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$117,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$263,941
Income. Dividends from common stock2013-12-31$7,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,322
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$313,563
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$168,543
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$692,208
Aggregate carrying amount (costs) on sale of assets2013-12-31$683,560
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2013-12-31112836481
2012 : LOCAL 713 ANNUITY PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,115
Total unrealized appreciation/depreciation of assets2012-12-31$1,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$55
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$293,086
Total loss/gain on sale of assets2012-12-31$1,815
Total of all expenses incurred2012-12-31$6,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$285,690
Value of total assets at end of year2012-12-31$428,779
Value of total assets at beginning of year2012-12-31$141,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,306
Total interest from all sources2012-12-31$264
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,645
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$55
Administrative expenses (other) incurred2012-12-31$272
Total non interest bearing cash at end of year2012-12-31$10,516
Total non interest bearing cash at beginning of year2012-12-31$141,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$286,731
Value of net assets at end of year (total assets less liabilities)2012-12-31$428,724
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$141,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,034
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$132,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$117,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$285,690
Income. Dividends from common stock2012-12-31$1,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,049
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$168,543
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$80,715
Aggregate carrying amount (costs) on sale of assets2012-12-31$78,900
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$55
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WAGNER & ZERMAN LLP
Accountancy firm EIN2012-12-31112836481
2011 : LOCAL 713 ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$92,672
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$92,592
Value of total assets at end of year2011-12-31$141,938
Value of total assets at beginning of year2011-12-31$51,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$60
Total interest from all sources2011-12-31$80
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$60
Total non interest bearing cash at end of year2011-12-31$141,938
Total non interest bearing cash at beginning of year2011-12-31$51,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$90,978
Value of net assets at end of year (total assets less liabilities)2011-12-31$141,938
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$51,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$92,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,634
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WAGNER & ZERMAN , LLP
Accountancy firm EIN2011-12-31112836481
2010 : LOCAL 713 ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$42,579
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$42,529
Value of total assets at end of year2010-12-31$51,015
Value of total assets at beginning of year2010-12-31$11,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,875
Total interest from all sources2010-12-31$50
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Administrative expenses (other) incurred2010-12-31$1,875
Total non interest bearing cash at end of year2010-12-31$51,015
Total non interest bearing cash at beginning of year2010-12-31$11,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$39,089
Value of net assets at end of year (total assets less liabilities)2010-12-31$51,015
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,529
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,615
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WAGNER & ZWERMAN LLP
Accountancy firm EIN2010-12-31112836481
2009 : LOCAL 713 ANNUITY PLAN 2009 401k financial data
Total income from all sources2009-12-31$7,655
Expenses. Total of all expenses incurred2009-12-31$2,355
Benefits paid (including direct rollovers)2009-12-31$2,250
Total plan assets at end of year2009-12-31$11,926
Total plan assets at beginning of year2009-12-31$6,626
Expenses. Other expenses not covered elsewhere2009-12-31$105
Other income received2009-12-31$35
Net income (gross income less expenses)2009-12-31$5,300
Net plan assets at end of year (total assets less liabilities)2009-12-31$11,926
Net plan assets at beginning of year (total assets less liabilities)2009-12-31$6,626
Total contributions received or receivable from employer(s)2009-12-31$7,620
2008 : LOCAL 713 ANNUITY PLAN 2008 401k financial data
Total plan liabilities at end of year2008-12-31$0
Total plan liabilities at beginning of year2008-12-31$0
Total income from all sources2008-12-31$6,626
Expenses. Total of all expenses incurred2008-12-31$0
Total plan assets at end of year2008-12-31$6,626
Total plan assets at beginning of year2008-12-31$0
Net income (gross income less expenses)2008-12-31$6,626
Net plan assets at end of year (total assets less liabilities)2008-12-31$6,626
Net plan assets at beginning of year (total assets less liabilities)2008-12-31$0
Total contributions received or receivable from employer(s)2008-12-31$6,626

Form 5500 Responses for LOCAL 713 ANNUITY PLAN

2022: LOCAL 713 ANNUITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 713 ANNUITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 713 ANNUITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 713 ANNUITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 713 ANNUITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 713 ANNUITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 713 ANNUITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 713 ANNUITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 713 ANNUITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 713 ANNUITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 713 ANNUITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 713 ANNUITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 713 ANNUITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 713 ANNUITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: LOCAL 713 ANNUITY PLAN 2008 form 5500 responses
2008-01-01Type of plan entityMulti-employer plan
2008-01-01First time form 5500 has been submittedYes
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

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