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SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN
Plan identification number 002

SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF SHEET METAL WORKERS UNION LOCAL NO. 24 has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF SHEET METAL WORKERS UNION LOCAL NO. 24
Employer identification number (EIN):311764742
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01JACKSON ELKINS2021-09-28
0022019-01-01WAYNE PAYNE2020-09-14
0022018-01-01
0022017-01-01KIM WOOD
0022016-01-01KIM WOOD
0022015-01-01KIM WOOD
0022014-01-01KIM WOOD
0022013-01-01KIM WOOD
0022012-01-01KIM WOOD
0022011-01-01KIM WOOD
0022009-01-01MICHAEL R. KELLER

Plan Statistics for SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN

Measure Date Value
2022: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01732
Total number of active participants reported on line 7a of the Form 55002022-01-01776
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01863
Number of participants with account balances2022-01-01863
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-0153
2021: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01814
Total number of active participants reported on line 7a of the Form 55002021-01-01640
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0192
Total of all active and inactive participants2021-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01732
Number of participants with account balances2021-01-01732
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0152
2020: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01814
Total number of active participants reported on line 7a of the Form 55002020-01-01609
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01205
Total of all active and inactive participants2020-01-01814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01814
Number of participants with account balances2020-01-01814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0152
2019: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01866
Total number of active participants reported on line 7a of the Form 55002019-01-01582
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01284
Total of all active and inactive participants2019-01-01866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01866
Number of participants with account balances2019-01-01866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0154
2018: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01689
Total number of active participants reported on line 7a of the Form 55002018-01-01491
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01198
Total of all active and inactive participants2018-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01689
Number of participants with account balances2018-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0158
2017: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01796
Total number of active participants reported on line 7a of the Form 55002017-01-01528
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01268
Total of all active and inactive participants2017-01-01796
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01796
Number of participants with account balances2017-01-01796
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0154
2016: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01739
Total number of active participants reported on line 7a of the Form 55002016-01-01497
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01242
Total of all active and inactive participants2016-01-01739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01739
Number of participants with account balances2016-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0174
2015: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01641
Total number of active participants reported on line 7a of the Form 55002015-01-01421
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01220
Total of all active and inactive participants2015-01-01641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01641
Number of participants with account balances2015-01-01641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0154
2014: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01624
Total number of active participants reported on line 7a of the Form 55002014-01-01420
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01204
Total of all active and inactive participants2014-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01624
Number of participants with account balances2014-01-01624
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01624
Number of employers contributing to the scheme2014-01-0159
2013: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01736
Total number of active participants reported on line 7a of the Form 55002013-01-01456
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01222
Total of all active and inactive participants2013-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01678
Number of participants with account balances2013-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0162
2012: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01736
Total number of active participants reported on line 7a of the Form 55002012-01-01505
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01187
Total of all active and inactive participants2012-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-01696
Number of participants with account balances2012-01-01696
Number of employers contributing to the scheme2012-01-0163
2011: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01765
Total number of active participants reported on line 7a of the Form 55002011-01-01498
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01194
Total of all active and inactive participants2011-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01694
Number of participants with account balances2011-01-01694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0143
2009: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01853
Total number of active participants reported on line 7a of the Form 55002009-01-01517
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01269
Total of all active and inactive participants2009-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01791
Number of participants with account balances2009-01-01791
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0142

Financial Data on SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$15,560
Total income from all sources (including contributions)2022-12-31$-1,451,234
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,619,406
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,453,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,167,042
Value of total assets at end of year2022-12-31$30,725,542
Value of total assets at beginning of year2022-12-31$33,801,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$165,611
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,141,160
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$1,141,160
Administrative expenses professional fees incurred2022-12-31$37,326
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$14,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$13,716
Administrative expenses (other) incurred2022-12-31$13,492
Liabilities. Value of operating payables at end of year2022-12-31$10,560
Liabilities. Value of operating payables at beginning of year2022-12-31$15,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,070,640
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,714,982
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,785,622
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$60,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,771,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,190,033
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$264,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$271,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$271,230
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$202,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,759,436
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$4,167,042
Employer contributions (assets) at end of year2022-12-31$471,758
Employer contributions (assets) at beginning of year2022-12-31$326,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,453,795
Contract administrator fees2022-12-31$54,316
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRAY, GRIFFITH, & MAYS, A.C.
Accountancy firm EIN2022-12-31520621482
2021 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,560
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$6,338,867
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,231,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,903,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,554,852
Value of total assets at end of year2021-12-31$33,801,182
Value of total assets at beginning of year2021-12-31$30,678,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$328,089
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$901,181
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$901,181
Administrative expenses professional fees incurred2021-12-31$117,368
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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 end of year2021-12-31$13,716
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$21,789
Administrative expenses (other) incurred2021-12-31$15,898
Liabilities. Value of operating payables at end of year2021-12-31$15,560
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$3,106,888
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,785,622
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,678,734
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$96,115
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,190,033
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,214,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$271,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$-19,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$-19,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,882,834
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$3,554,852
Employer contributions (assets) at end of year2021-12-31$326,203
Employer contributions (assets) at beginning of year2021-12-31$462,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,903,890
Contract administrator fees2021-12-31$98,708
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRAY, GRIFFITH, & MAYS,A.C.
Accountancy firm EIN2021-12-31520621482
2020 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$6,439,626
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,299,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,978,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,621,816
Value of total assets at end of year2020-12-31$30,678,734
Value of total assets at beginning of year2020-12-31$27,538,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$320,445
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$623,898
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$623,898
Administrative expenses professional fees incurred2020-12-31$108,370
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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$21,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$29,045
Administrative expenses (other) incurred2020-12-31$74,484
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,140,317
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,678,734
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$27,538,417
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$99,506
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,214,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,078,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$-19,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$30,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$30,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,193,912
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$3,621,816
Employer contributions (assets) at end of year2020-12-31$462,421
Employer contributions (assets) at beginning of year2020-12-31$400,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,978,864
Contract administrator fees2020-12-31$38,085
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$-3,789,488
Aggregate carrying amount (costs) on sale of assets2020-12-31$-3,789,488
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GRAY, GRIFFITH, & MAYS, A.C.
Accountancy firm EIN2020-12-31520621482
2019 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,099,506
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,583,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,361,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,611,255
Value of total assets at end of year2019-12-31$27,538,417
Value of total assets at beginning of year2019-12-31$22,022,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$222,567
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$735,275
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$735,275
Administrative expenses professional fees incurred2019-12-31$42,725
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$29,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$28,534
Administrative expenses (other) incurred2019-12-31$42,310
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,515,842
Value of net assets at end of year (total assets less liabilities)2019-12-31$27,538,417
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,022,575
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$99,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,078,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,647,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$30,375
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$23,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$23,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,752,976
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$3,611,255
Employer contributions (assets) at end of year2019-12-31$400,561
Employer contributions (assets) at beginning of year2019-12-31$323,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,361,097
Contract administrator fees2019-12-31$38,316
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$-3,575,578
Aggregate carrying amount (costs) on sale of assets2019-12-31$-3,575,578
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 name2019-12-31GRAY, GRIFFITH, & MAYS, A.C.
Accountancy firm EIN2019-12-31520621482
2018 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,824,385
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,979,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,784,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,782,078
Value of total assets at end of year2018-12-31$22,022,575
Value of total assets at beginning of year2018-12-31$22,177,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$194,753
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$610,375
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$610,375
Administrative expenses professional fees incurred2018-12-31$35,035
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$28,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$64,188
Administrative expenses (other) incurred2018-12-31$33,926
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-155,253
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,022,575
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,177,828
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$90,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,647,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,855,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$23,477
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$67,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$67,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,568,068
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$2,782,078
Employer contributions (assets) at end of year2018-12-31$323,518
Employer contributions (assets) at beginning of year2018-12-31$190,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,784,885
Contract administrator fees2018-12-31$35,154
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$-2,736,682
Aggregate carrying amount (costs) on sale of assets2018-12-31$-2,736,682
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 name2018-12-31GRAY, GRIFFITH, & MAYS, A.C.
Accountancy firm EIN2018-12-31520621482
2017 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,303,932
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,112,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$904,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,044,194
Value of total assets at end of year2017-12-31$22,177,828
Value of total assets at beginning of year2017-12-31$17,986,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$207,784
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$527,544
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$527,544
Administrative expenses professional fees incurred2017-12-31$38,071
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$64,188
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$19,992
Administrative expenses (other) incurred2017-12-31$52,920
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,191,363
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,177,828
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,986,465
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$78,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,855,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,705,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$67,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$-3,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$-3,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,732,194
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$3,044,194
Employer contributions (assets) at end of year2017-12-31$190,300
Employer contributions (assets) at beginning of year2017-12-31$264,743
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$904,785
Contract administrator fees2017-12-31$38,113
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$-1,035,336
Aggregate carrying amount (costs) on sale of assets2017-12-31$-1,035,336
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 name2017-12-31GRAY, GRIFFITH, & MAYS, A.C.
Accountancy firm EIN2017-12-31520621482
2016 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,890,841
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,325,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,165,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,807,290
Value of total assets at end of year2016-12-31$17,986,465
Value of total assets at beginning of year2016-12-31$15,421,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$160,502
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$410,355
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$410,355
Administrative expenses professional fees incurred2016-12-31$33,309
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$19,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,970
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$21,542
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,565,060
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,986,465
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,421,405
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$67,888
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,705,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,312,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$-3,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$13,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$13,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$673,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$2,807,290
Employer contributions (assets) at end of year2016-12-31$264,743
Employer contributions (assets) at beginning of year2016-12-31$77,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,165,279
Contract administrator fees2016-12-31$37,763
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$-69,946
Aggregate carrying amount (costs) on sale of assets2016-12-31$-69,946
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 name2016-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2016-12-31311308134
2015 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,874,279
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,317,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,154,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,002,323
Value of total assets at end of year2015-12-31$15,421,405
Value of total assets at beginning of year2015-12-31$14,864,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$163,457
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$347,715
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$347,715
Administrative expenses professional fees incurred2015-12-31$31,864
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$17,970
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$16,483
Other income not declared elsewhere2015-12-31$200
Administrative expenses (other) incurred2015-12-31$23,276
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$257
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$556,419
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,421,405
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,864,986
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$62,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$15,312,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,585,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$13,309
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$4,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$4,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-475,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$2,002,323
Employer contributions (assets) at end of year2015-12-31$77,144
Employer contributions (assets) at beginning of year2015-12-31$259,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,154,403
Contract administrator fees2015-12-31$45,624
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-187,398
Aggregate carrying amount (costs) on sale of assets2015-12-31$-187,398
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 name2015-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2015-12-31311308134
2014 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,579,128
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,525,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,348,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,807,814
Value of total assets at end of year2014-12-31$14,864,986
Value of total assets at beginning of year2014-12-31$13,811,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$176,770
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$343,401
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$343,401
Administrative expenses professional fees incurred2014-12-31$47,639
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$16,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$16,780
Administrative expenses (other) incurred2014-12-31$20,038
Total non interest bearing cash at end of year2014-12-31$257
Total non interest bearing cash at beginning of year2014-12-31$257
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$1,053,595
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,864,986
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,811,391
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$61,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,585,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,649,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$4,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$-218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$-218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$427,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,807,814
Employer contributions (assets) at end of year2014-12-31$259,078
Employer contributions (assets) at beginning of year2014-12-31$145,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,348,763
Contract administrator fees2014-12-31$48,033
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$-107,775
Aggregate carrying amount (costs) on sale of assets2014-12-31$-107,775
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 name2014-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2014-12-31311308134
2013 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,398,018
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,156,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,010,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,007,748
Value of total assets at end of year2013-12-31$13,811,391
Value of total assets at beginning of year2013-12-31$11,570,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$146,540
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$319,960
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$319,960
Administrative expenses professional fees incurred2013-12-31$43,252
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$16,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$14,625
Administrative expenses (other) incurred2013-12-31$11,960
Total non interest bearing cash at end of year2013-12-31$257
Total non interest bearing cash at beginning of year2013-12-31$257
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$2,241,301
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,811,391
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,570,090
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$56,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,649,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,367,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$-218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$35,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$35,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,070,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,007,748
Employer contributions (assets) at end of year2013-12-31$145,109
Employer contributions (assets) at beginning of year2013-12-31$152,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,010,177
Contract administrator fees2013-12-31$35,160
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$-148,474
Aggregate carrying amount (costs) on sale of assets2013-12-31$-148,474
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 name2013-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2013-12-31311308134
2012 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
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$2,921,764
Total loss/gain on sale of assets2012-12-31$91,011
Total of all expenses incurred2012-12-31$1,530,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,342,112
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,912,746
Value of total assets at end of year2012-12-31$11,570,090
Value of total assets at beginning of year2012-12-31$10,178,893
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$188,455
Total interest from all sources2012-12-31$65,494
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$262,793
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$197,088
Administrative expenses professional fees incurred2012-12-31$61,154
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$3,963,615
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$123,481
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$14,625
Administrative expenses (other) incurred2012-12-31$6,996
Total non interest bearing cash at end of year2012-12-31$257
Total non interest bearing cash at beginning of year2012-12-31$7,293
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$1,391,197
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,570,090
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,178,893
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$45,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,367,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,606,783
Income. Interest from corporate debt instruments2012-12-31$65,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$35,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,488,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,488,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$589,720
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$1,912,746
Employer contributions (assets) at end of year2012-12-31$152,311
Employer contributions (assets) at beginning of year2012-12-31$127,095
Income. Dividends from preferred stock2012-12-31$65,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,342,112
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,862,057
Contract administrator fees2012-12-31$74,865
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$13,978,463
Aggregate carrying amount (costs) on sale of assets2012-12-31$13,887,452
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 name2012-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2012-12-31311308134
2011 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS 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$1,704,799
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,814,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,675,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,826,315
Value of total assets at end of year2011-12-31$10,178,893
Value of total assets at beginning of year2011-12-31$10,288,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$138,884
Total interest from all sources2011-12-31$130,024
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$78,204
Administrative expenses professional fees incurred2011-12-31$43,184
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$3,963,615
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$3,224,135
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$123,481
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$135,443
Administrative expenses (other) incurred2011-12-31$24,668
Total non interest bearing cash at end of year2011-12-31$7,293
Total non interest bearing cash at beginning of year2011-12-31$11,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-109,489
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,178,893
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,288,382
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
Investment advisory and management fees2011-12-31$71,032
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,606,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,830,573
Interest earned on other investments2011-12-31$7,500
Income. Interest from corporate debt instruments2011-12-31$100,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,488,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,082,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,082,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$22,024
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-401,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,826,315
Employer contributions (assets) at end of year2011-12-31$127,095
Employer contributions (assets) at beginning of year2011-12-31$131,517
Income. Dividends from preferred stock2011-12-31$71,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,675,404
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,862,057
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$1,871,867
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2011-12-31311308134
2010 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS 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$2,659,313
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,477,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,354,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,518,445
Value of total assets at end of year2010-12-31$10,288,382
Value of total assets at beginning of year2010-12-31$9,106,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$123,455
Total interest from all sources2010-12-31$168,833
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$100,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$64,019
Administrative expenses professional fees incurred2010-12-31$51,271
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$3,224,135
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$1,806,643
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$135,443
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$184,249
Administrative expenses (other) incurred2010-12-31$18,703
Total non interest bearing cash at end of year2010-12-31$11,933
Total non interest bearing cash at beginning of year2010-12-31$1,310
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$1,181,424
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,288,382
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,106,958
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
Investment advisory and management fees2010-12-31$53,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,830,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,340,470
Interest earned on other investments2010-12-31$12,125
Income. Interest from US Government securities2010-12-31$3,313
Income. Interest from corporate debt instruments2010-12-31$126,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,082,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,056,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,056,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$26,398
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$160,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$871,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,518,445
Employer contributions (assets) at end of year2010-12-31$131,517
Employer contributions (assets) at beginning of year2010-12-31$148,096
Income. Dividends from preferred stock2010-12-31$36,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,354,434
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,871,867
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$2,409,018
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31FRUSH & ASSOCIATES, INC.
Accountancy firm EIN2010-12-31311308134
2009 : SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN

2022: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS 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: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS 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
2009: SHEET METAL WORKERS UNION LOCAL NO. 24 COLUMBUS AREA RETIREMENT SAVINGS 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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075717
Policy instance 1
Insurance contract or identification number075717
Number of Individuals Covered863
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075717
Policy instance 1
Insurance contract or identification number075717
Number of Individuals Covered732
Insurance policy start date2021-04-30
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0

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