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SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN
Plan identification number 001

SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

SHEET METAL WORKERS LOCAL 224 PENSION FUND BD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS LOCAL 224 PENSION FUND BD OF TRUSTEES
Employer identification number (EIN):316171353
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01HEATHER CARMAN2023-10-12
0012021-01-01HEATHER CARMAN2023-02-23
0012021-01-01HEATHER CARMAN2023-04-18
0012020-01-01MEL COX2021-09-29
0012019-01-01SHANNA TERRILL2020-09-07
0012018-01-01SHANNA TERRILL2019-10-09
0012017-01-01
0012016-01-01GINA M ENGLEMAN
0012015-01-01GINA M ENGLEMAN
0012014-01-01GINA M ENGLEMAN
0012013-01-01GINA M ENGLEMAN
0012012-01-01GINA M ENGLEMAN
0012009-01-01NANCY BEHR

Plan Statistics for SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN

401k plan membership statisitcs for SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN

Measure Date Value
2022: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2022 401k membership
Current value of assets2022-12-3174,968,558
Acturial value of assets for funding standard account2022-12-3167,724,788
Accrued liability for plan using immediate gains methods2022-12-3180,662,201
Accrued liability under unit credit cost method2022-12-3180,662,201
RPA 94 current liability2022-12-31163,549,654
Expected increase in current liability due to benefits accruing during the plan year2022-12-316,962,967
Expected release from RPA 94 current liability for plan year2022-12-315,901,744
Expected plan disbursements for the plan year2022-12-316,136,744
Current value of assets2022-12-3174,968,558
Number of retired participants and beneficiaries receiving payment2022-12-31364
Current liability for retired participants and beneficiaries receiving payment2022-12-3185,038,092
Number of terminated vested participants2022-12-31160
Current liability for terminated vested participants2022-12-3126,293,938
Current liability for active participants non vested benefits2022-12-313,902,728
Current liability for active participants vested benefits2022-12-3148,314,896
Total number of active articipats2022-12-31246
Current liability for active participants2022-12-3152,217,624
Total participant count with liabilities2022-12-31770
Total current liabilitoes for participants with libailities2022-12-31163,549,654
Total employer contributions in plan year2022-12-313,987,915
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-311,689,034
Prior year credit balance2022-12-3112,966,466
Amortization credits as of valuation date2022-12-313,364,408
Total participants, beginning-of-year2022-01-01770
Total number of active participants reported on line 7a of the Form 55002022-01-01270
Number of retired or separated participants receiving benefits2022-01-01266
Number of other retired or separated participants entitled to future benefits2022-01-01142
Total of all active and inactive participants2022-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0194
Total participants2022-01-01772
Number of employers contributing to the scheme2022-01-0147
2021: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2021 401k membership
Current value of assets2021-12-3167,872,678
Acturial value of assets for funding standard account2021-12-3163,342,764
Accrued liability for plan using immediate gains methods2021-12-3184,573,277
Accrued liability under unit credit cost method2021-12-3184,573,277
RPA 94 current liability2021-12-31159,198,504
Expected increase in current liability due to benefits accruing during the plan year2021-12-312,547,571
Expected release from RPA 94 current liability for plan year2021-12-315,787,030
Expected plan disbursements for the plan year2021-12-315,977,030
Current value of assets2021-12-3167,872,678
Number of retired participants and beneficiaries receiving payment2021-12-31367
Current liability for retired participants and beneficiaries receiving payment2021-12-3183,080,705
Number of terminated vested participants2021-12-31161
Current liability for terminated vested participants2021-12-3127,242,197
Current liability for active participants non vested benefits2021-12-314,506,206
Current liability for active participants vested benefits2021-12-3144,369,396
Total number of active articipats2021-12-31256
Current liability for active participants2021-12-3148,875,602
Total participant count with liabilities2021-12-31784
Total current liabilitoes for participants with libailities2021-12-31159,198,504
Total employer contributions in plan year2021-12-313,394,011
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-311,066,816
Prior year credit balance2021-12-3114,007,004
Amortization credits as of valuation date2021-12-312,566,160
Total participants, beginning-of-year2021-01-01784
Total number of active participants reported on line 7a of the Form 55002021-01-01246
Number of retired or separated participants receiving benefits2021-01-01270
Number of other retired or separated participants entitled to future benefits2021-01-01160
Total of all active and inactive participants2021-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0194
Total participants2021-01-01770
Number of employers contributing to the scheme2021-01-0147
2020: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2020 401k membership
Current value of assets2020-12-3162,458,262
Acturial value of assets for funding standard account2020-12-3159,976,482
Accrued liability for plan using immediate gains methods2020-12-3180,717,037
Accrued liability under unit credit cost method2020-12-3180,717,037
RPA 94 current liability2020-12-31148,270,236
Expected increase in current liability due to benefits accruing during the plan year2020-12-312,321,272
Expected release from RPA 94 current liability for plan year2020-12-315,726,807
Expected plan disbursements for the plan year2020-12-315,931,807
Current value of assets2020-12-3162,458,262
Number of retired participants and beneficiaries receiving payment2020-12-31370
Current liability for retired participants and beneficiaries receiving payment2020-12-3179,274,343
Number of terminated vested participants2020-12-31149
Current liability for terminated vested participants2020-12-3124,220,107
Current liability for active participants non vested benefits2020-12-3115,330,247
Current liability for active participants vested benefits2020-12-3129,445,539
Total number of active articipats2020-12-31259
Current liability for active participants2020-12-3144,775,786
Total participant count with liabilities2020-12-31778
Total current liabilitoes for participants with libailities2020-12-31148,270,236
Total employer contributions in plan year2020-12-313,397,533
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-311,094,950
Prior year credit balance2020-12-3114,945,997
Amortization credits as of valuation date2020-12-312,313,785
Total participants, beginning-of-year2020-01-01778
Total number of active participants reported on line 7a of the Form 55002020-01-01256
Number of retired or separated participants receiving benefits2020-01-01273
Number of other retired or separated participants entitled to future benefits2020-01-01161
Total of all active and inactive participants2020-01-01690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0194
Total participants2020-01-01784
Number of employers contributing to the scheme2020-01-0147
2019: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2019 401k membership
Current value of assets2019-12-3154,323,092
Acturial value of assets for funding standard account2019-12-3158,304,163
Accrued liability for plan using immediate gains methods2019-12-3178,253,180
Accrued liability under unit credit cost method2019-12-3178,253,180
RPA 94 current liability2019-12-31135,504,445
Expected increase in current liability due to benefits accruing during the plan year2019-12-312,205,682
Expected release from RPA 94 current liability for plan year2019-12-315,976,641
Expected plan disbursements for the plan year2019-12-316,216,641
Current value of assets2019-12-3154,323,092
Number of retired participants and beneficiaries receiving payment2019-12-31385
Current liability for retired participants and beneficiaries receiving payment2019-12-3181,102,474
Number of terminated vested participants2019-12-31150
Current liability for terminated vested participants2019-12-3114,996,426
Current liability for active participants non vested benefits2019-12-3111,281,620
Current liability for active participants vested benefits2019-12-3128,123,925
Total number of active articipats2019-12-31269
Current liability for active participants2019-12-3139,405,545
Total participant count with liabilities2019-12-31804
Total current liabilitoes for participants with libailities2019-12-31135,504,445
Total employer contributions in plan year2019-12-313,807,802
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-311,078,939
Prior year credit balance2019-12-3115,188,204
Amortization credits as of valuation date2019-12-312,266,765
Total participants, beginning-of-year2019-01-01804
Total number of active participants reported on line 7a of the Form 55002019-01-01259
Number of retired or separated participants receiving benefits2019-01-01277
Number of other retired or separated participants entitled to future benefits2019-01-01149
Total of all active and inactive participants2019-01-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0193
Total participants2019-01-01778
Number of employers contributing to the scheme2019-01-0161
2018: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2018 401k membership
Current value of assets2018-12-3158,077,513
Acturial value of assets for funding standard account2018-12-3157,198,794
Accrued liability for plan using immediate gains methods2018-12-3178,410,775
Accrued liability under unit credit cost method2018-12-3178,410,775
RPA 94 current liability2018-12-31142,741,278
Expected increase in current liability due to benefits accruing during the plan year2018-12-312,333,674
Expected release from RPA 94 current liability for plan year2018-12-315,718,700
Expected plan disbursements for the plan year2018-12-315,978,700
Current value of assets2018-12-3158,077,513
Number of retired participants and beneficiaries receiving payment2018-12-31386
Current liability for retired participants and beneficiaries receiving payment2018-12-3181,187,051
Number of terminated vested participants2018-12-31149
Current liability for terminated vested participants2018-12-3117,739,373
Current liability for active participants non vested benefits2018-12-317,452,282
Current liability for active participants vested benefits2018-12-3136,362,572
Total number of active articipats2018-12-31251
Current liability for active participants2018-12-3143,814,854
Total participant count with liabilities2018-12-31786
Total current liabilitoes for participants with libailities2018-12-31142,741,278
Total employer contributions in plan year2018-12-314,068,984
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-311,071,502
Prior year credit balance2018-12-3115,131,715
Amortization credits as of valuation date2018-12-311,995,774
Total participants, beginning-of-year2018-01-01786
Total number of active participants reported on line 7a of the Form 55002018-01-01269
Number of retired or separated participants receiving benefits2018-01-01150
Number of other retired or separated participants entitled to future benefits2018-01-01289
Total of all active and inactive participants2018-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0196
Total participants2018-01-01804
Number of employers contributing to the scheme2018-01-0138
2017: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2017 401k membership
Current value of assets2017-12-3153,254,158
Acturial value of assets for funding standard account2017-12-3156,397,379
Accrued liability for plan using immediate gains methods2017-12-3177,857,352
Accrued liability under unit credit cost method2017-12-3177,857,352
RPA 94 current liability2017-12-31135,454,561
Expected increase in current liability due to benefits accruing during the plan year2017-12-312,192,042
Expected release from RPA 94 current liability for plan year2017-12-315,566,661
Expected plan disbursements for the plan year2017-12-315,801,661
Current value of assets2017-12-3153,254,158
Number of retired participants and beneficiaries receiving payment2017-12-31391
Current liability for retired participants and beneficiaries receiving payment2017-12-3175,760,432
Number of terminated vested participants2017-12-31147
Current liability for terminated vested participants2017-12-3116,576,678
Current liability for active participants non vested benefits2017-12-317,475,836
Current liability for active participants vested benefits2017-12-3135,641,615
Total number of active articipats2017-12-31256
Current liability for active participants2017-12-3143,117,451
Total participant count with liabilities2017-12-31794
Total current liabilitoes for participants with libailities2017-12-31135,454,561
Total employer contributions in plan year2017-12-313,729,058
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-311,048,989
Prior year credit balance2017-12-3115,291,642
Amortization credits as of valuation date2017-12-311,951,831
Total participants, beginning-of-year2017-01-01794
Total number of active participants reported on line 7a of the Form 55002017-01-01251
Number of retired or separated participants receiving benefits2017-01-01149
Number of other retired or separated participants entitled to future benefits2017-01-01292
Total of all active and inactive participants2017-01-01692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0194
Total participants2017-01-01786
Number of employers contributing to the scheme2017-01-0130
2016: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2016 401k membership
Current value of assets2016-12-3151,960,971
Acturial value of assets for funding standard account2016-12-3156,139,011
Accrued liability for plan using immediate gains methods2016-12-3176,689,143
Unfunded liability for methods with bases using spread gains methods2016-12-310
Accrued liabiliy under entry age normal method2016-12-310
Normal cost under entry age normal method2016-12-310
Accrued liability under unit credit cost method2016-12-3176,689,143
RPA 94 current liability2016-12-31131,645,002
Expected increase in current liability due to benefits accruing during the plan year2016-12-311,985,760
Expected release from RPA 94 current liability for plan year2016-12-315,647,620
Expected plan disbursements for the plan year2016-12-315,902,620
Current value of assets2016-12-3151,960,971
Number of retired participants and beneficiaries receiving payment2016-12-31396
Current liability for retired participants and beneficiaries receiving payment2016-12-3175,509,446
Number of terminated vested participants2016-12-31147
Current liability for terminated vested participants2016-12-3115,816,361
Current liability for active participants non vested benefits2016-12-317,095,201
Current liability for active participants vested benefits2016-12-3133,223,994
Total number of active articipats2016-12-31260
Current liability for active participants2016-12-3140,319,195
Total participant count with liabilities2016-12-31803
Total current liabilitoes for participants with libailities2016-12-31131,645,002
Total employer contributions in plan year2016-12-313,422,241
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-311,019,686
Prior year credit balance2016-12-3114,854,854
Amortization credits as of valuation date2016-12-312,612,137
Total participants, beginning-of-year2016-01-01803
Total number of active participants reported on line 7a of the Form 55002016-01-01256
Number of retired or separated participants receiving benefits2016-01-01147
Number of other retired or separated participants entitled to future benefits2016-01-01296
Total of all active and inactive participants2016-01-01699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0195
Total participants2016-01-01794
Number of employers contributing to the scheme2016-01-0134
2015: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2015 401k membership
Current value of assets2015-12-3153,666,118
Acturial value of assets for funding standard account2015-12-3156,548,735
Accrued liability for plan using immediate gains methods2015-12-3176,315,016
Accrued liability under unit credit cost method2015-12-3176,315,016
RPA 94 current liability2015-12-31127,873,325
Expected increase in current liability due to benefits accruing during the plan year2015-12-311,945,845
Expected release from RPA 94 current liability for plan year2015-12-315,525,320
Expected plan disbursements for the plan year2015-12-315,760,320
Current value of assets2015-12-3153,666,118
Number of retired participants and beneficiaries receiving payment2015-12-31398
Current liability for retired participants and beneficiaries receiving payment2015-12-3172,169,339
Number of terminated vested participants2015-12-31150
Current liability for terminated vested participants2015-12-3114,600,533
Current liability for active participants non vested benefits2015-12-318,964,521
Current liability for active participants vested benefits2015-12-3132,138,932
Total number of active articipats2015-12-31255
Current liability for active participants2015-12-3141,103,453
Total participant count with liabilities2015-12-31803
Total current liabilitoes for participants with libailities2015-12-31127,873,325
Total employer contributions in plan year2015-12-313,162,166
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-311,034,911
Prior year credit balance2015-12-3114,559,956
Amortization credits as of valuation date2015-12-312,533,078
Total participants, beginning-of-year2015-01-01803
Total number of active participants reported on line 7a of the Form 55002015-01-01260
Number of retired or separated participants receiving benefits2015-01-01147
Number of other retired or separated participants entitled to future benefits2015-01-01307
Total of all active and inactive participants2015-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0189
Total participants2015-01-01803
Number of employers contributing to the scheme2015-01-0135
2014: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2014 401k membership
Current value of assets2014-12-3152,158,311
Acturial value of assets for funding standard account2014-12-3155,775,778
Accrued liability for plan using immediate gains methods2014-12-3174,010,841
Accrued liability under unit credit cost method2014-12-3174,010,841
Amount excluded from current liability attributable to pre-participation service2014-12-310
RPA 94 current liability2014-12-31124,313,637
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,777,774
Expected release from RPA 94 current liability for plan year2014-12-315,429,428
Expected plan disbursements for the plan year2014-12-315,664,428
Current value of assets2014-12-3152,158,311
Number of retired participants and beneficiaries receiving payment2014-12-31404
Current liability for retired participants and beneficiaries receiving payment2014-12-3170,460,116
Number of terminated vested participants2014-12-31155
Current liability for terminated vested participants2014-12-3114,368,513
Current liability for active participants non vested benefits2014-12-318,652,812
Current liability for active participants vested benefits2014-12-3130,832,196
Total number of active articipats2014-12-31257
Current liability for active participants2014-12-3139,485,008
Total participant count with liabilities2014-12-31816
Total current liabilitoes for participants with libailities2014-12-31124,313,637
Total employer contributions in plan year2014-12-313,324,544
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31966,510
Prior year credit balance2014-12-3113,390,447
Amortization credits as of valuation date2014-12-312,932,252
Total participants, beginning-of-year2014-01-01816
Total number of active participants reported on line 7a of the Form 55002014-01-01255
Number of retired or separated participants receiving benefits2014-01-01311
Number of other retired or separated participants entitled to future benefits2014-01-01150
Total of all active and inactive participants2014-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0187
Total participants2014-01-01803
Number of employers contributing to the scheme2014-01-0136
2013: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2013 401k membership
Current value of assets2013-12-3147,731,382
Acturial value of assets for funding standard account2013-12-3154,145,596
Accrued liability for plan using immediate gains methods2013-12-3174,423,257
Accrued liability under unit credit cost method2013-12-3174,423,257
Amount excluded from current liability attributable to pre-participation service2013-12-310
RPA 94 current liability2013-12-31121,123,194
Expected increase in current liability due to benefits accruing during the plan year2013-12-311,540,732
Expected plan disbursements for the plan year2013-12-315,432,962
Current value of assets2013-12-3147,731,382
Number of retired participants and beneficiaries receiving payment2013-12-31413
Current liability for retired participants and beneficiaries receiving payment2013-12-3170,022,854
Number of terminated vested participants2013-12-31155
Current liability for terminated vested participants2013-12-3113,434,937
Current liability for active participants non vested benefits2013-12-318,937,216
Current liability for active participants vested benefits2013-12-3128,728,187
Total number of active articipats2013-12-31256
Current liability for active participants2013-12-3137,665,403
Total participant count with liabilities2013-12-31824
Total current liabilitoes for participants with libailities2013-12-31121,123,194
Total employer contributions in plan year2013-12-313,422,761
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31885,379
Prior year credit balance2013-12-3113,072,321
Amortization credits as of valuation date2013-12-313,255,096
Total participants, beginning-of-year2013-01-01824
Total number of active participants reported on line 7a of the Form 55002013-01-01257
Number of retired or separated participants receiving benefits2013-01-01320
Number of other retired or separated participants entitled to future benefits2013-01-01155
Total of all active and inactive participants2013-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0184
Total participants2013-01-01816
Number of employers contributing to the scheme2013-01-0140
2012: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01819
Total number of active participants reported on line 7a of the Form 55002012-01-01256
Number of retired or separated participants receiving benefits2012-01-01327
Number of other retired or separated participants entitled to future benefits2012-01-01155
Total of all active and inactive participants2012-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0186
Total participants2012-01-01824
Number of employers contributing to the scheme2012-01-0142
2009: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01840
Total number of active participants reported on line 7a of the Form 55002009-01-01270
Number of retired or separated participants receiving benefits2009-01-01333
Number of other retired or separated participants entitled to future benefits2009-01-01166
Total of all active and inactive participants2009-01-01769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0184
Total participants2009-01-01853
Number of employers contributing to the scheme2009-01-0128

Financial Data on SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN

Measure Date Value
2022 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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$603,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$655,656
Total income from all sources (including contributions)2022-12-31$-6,078,795
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,414,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,808,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,987,915
Value of total assets at end of year2022-12-31$63,079,135
Value of total assets at beginning of year2022-12-31$75,624,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$606,083
Total interest from all sources2022-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$758,872
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$758,872
Administrative expenses professional fees incurred2022-12-31$293,536
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$31,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$30,418
Other income not declared elsewhere2022-12-31$-773,865
Administrative expenses (other) incurred2022-12-31$36,549
Liabilities. Value of operating payables at end of year2022-12-31$603,493
Liabilities. Value of operating payables at beginning of year2022-12-31$655,656
Total non interest bearing cash at end of year2022-12-31$1,486,355
Total non interest bearing cash at beginning of year2022-12-31$1,252,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,492,916
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,475,642
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$74,968,558
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
Assets. partnership/joint venture interests at end of year2022-12-31$13,387,028
Assets. partnership/joint venture interests at beginning of year2022-12-31$13,003,748
Investment advisory and management fees2022-12-31$275,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$39,449,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$54,166,441
Value of interest in common/collective trusts at end of year2022-12-31$4,249,263
Value of interest in common/collective trusts at beginning of year2022-12-31$3,814,992
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$904,761
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$166,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$166,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$28
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$3,159,119
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$2,839,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,141,192
Net investment gain or loss from common/collective trusts2022-12-31$86,246
Net gain/loss from 103.12 investment entities2022-12-31$3,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$3,987,915
Employer contributions (assets) at end of year2022-12-31$411,072
Employer contributions (assets) at beginning of year2022-12-31$349,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,808,038
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 name2022-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2022-12-31310800053
2021 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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$779,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$740,262
Total income from all sources (including contributions)2021-12-31$13,072,003
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,098,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,695,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,237,593
Value of total assets at end of year2021-12-31$75,625,868
Value of total assets at beginning of year2021-12-31$68,612,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$402,908
Total interest from all sources2021-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,273,732
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$1,273,732
Administrative expenses professional fees incurred2021-12-31$197,332
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
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$32,072
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$31,335
Other income not declared elsewhere2021-12-31$516,088
Administrative expenses (other) incurred2021-12-31$205,576
Liabilities. Value of operating payables at end of year2021-12-31$779,554
Liabilities. Value of operating payables at beginning of year2021-12-31$740,262
Total non interest bearing cash at end of year2021-12-31$1,252,636
Total non interest bearing cash at beginning of year2021-12-31$1,300,740
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$6,973,636
Value of net assets at end of year (total assets less liabilities)2021-12-31$74,846,314
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$67,872,678
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
Assets. partnership/joint venture interests at end of year2021-12-31$13,003,748
Assets. partnership/joint venture interests at beginning of year2021-12-31$11,721,350
Investment advisory and management fees2021-12-31$201,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$54,166,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$48,512,939
Value of interest in common/collective trusts at end of year2021-12-31$3,814,992
Value of interest in common/collective trusts at beginning of year2021-12-31$4,190,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$166,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$422,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$422,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$43
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$2,839,975
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$2,121,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,454,379
Net investment gain or loss from common/collective trusts2021-12-31$511,086
Net gain/loss from 103.12 investment entities2021-12-31$79,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$3,237,593
Employer contributions (assets) at end of year2021-12-31$349,207
Employer contributions (assets) at beginning of year2021-12-31$312,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,695,459
Contract administrator fees2021-12-31$49,613
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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 name2021-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2021-12-31310800053
2020 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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$740,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$118,454
Total income from all sources (including contributions)2020-12-31$11,447,028
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,032,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,653,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,397,533
Value of total assets at end of year2020-12-31$68,612,940
Value of total assets at beginning of year2020-12-31$62,576,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$379,138
Total interest from all sources2020-12-31$380
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$874,714
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$874,714
Administrative expenses professional fees incurred2020-12-31$77,913
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
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$31,335
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$32,989
Other income not declared elsewhere2020-12-31$705,546
Administrative expenses (other) incurred2020-12-31$56,060
Liabilities. Value of operating payables at end of year2020-12-31$740,262
Liabilities. Value of operating payables at beginning of year2020-12-31$118,454
Total non interest bearing cash at end of year2020-12-31$1,300,740
Total non interest bearing cash at beginning of year2020-12-31$987,466
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$5,414,416
Value of net assets at end of year (total assets less liabilities)2020-12-31$67,872,678
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$62,458,262
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
Assets. partnership/joint venture interests at end of year2020-12-31$11,721,350
Assets. partnership/joint venture interests at beginning of year2020-12-31$11,756,252
Investment advisory and management fees2020-12-31$190,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$48,512,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$43,706,068
Value of interest in common/collective trusts at end of year2020-12-31$4,190,603
Value of interest in common/collective trusts at beginning of year2020-12-31$4,413,887
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$422,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$38,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$38,480
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$380
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$2,121,768
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$1,295,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,563,777
Net investment gain or loss from common/collective trusts2020-12-31$-147,665
Net gain/loss from 103.12 investment entities2020-12-31$52,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$3,397,533
Employer contributions (assets) at end of year2020-12-31$312,205
Employer contributions (assets) at beginning of year2020-12-31$331,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,653,474
Contract administrator fees2020-12-31$54,995
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$14,425
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2020-12-31310800053
2019 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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$118,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$114,364
Total income from all sources (including contributions)2019-12-31$14,371,245
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,236,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,664,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,807,802
Value of total assets at end of year2019-12-31$62,576,716
Value of total assets at beginning of year2019-12-31$54,437,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$571,079
Total interest from all sources2019-12-31$2,951
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$937,877
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$937,877
Administrative expenses professional fees incurred2019-12-31$92,111
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$32,989
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$21,240
Other income not declared elsewhere2019-12-31$150,869
Administrative expenses (other) incurred2019-12-31$250,284
Liabilities. Value of operating payables at end of year2019-12-31$118,454
Liabilities. Value of operating payables at beginning of year2019-12-31$114,364
Total non interest bearing cash at end of year2019-12-31$987,466
Total non interest bearing cash at beginning of year2019-12-31$133,981
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$8,135,170
Value of net assets at end of year (total assets less liabilities)2019-12-31$62,458,262
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,323,092
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
Assets. partnership/joint venture interests at end of year2019-12-31$11,756,252
Assets. partnership/joint venture interests at beginning of year2019-12-31$10,105,499
Investment advisory and management fees2019-12-31$180,481
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$43,706,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,796,674
Value of interest in common/collective trusts at end of year2019-12-31$4,413,887
Value of interest in common/collective trusts at beginning of year2019-12-31$4,269,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$38,480
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$169,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$169,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,951
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$1,295,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,528,027
Net investment gain or loss from common/collective trusts2019-12-31$919,897
Net gain/loss from 103.12 investment entities2019-12-31$23,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$3,807,802
Employer contributions (assets) at end of year2019-12-31$331,470
Employer contributions (assets) at beginning of year2019-12-31$504,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,664,996
Contract administrator fees2019-12-31$48,203
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$14,425
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$435,929
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
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 name2019-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2019-12-31310800053
2018 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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$114,364
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,889
Total income from all sources (including contributions)2018-12-31$2,282,296
Total loss/gain on sale of assets2018-12-31$1,800
Total of all expenses incurred2018-12-31$6,036,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,629,841
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,068,984
Value of total assets at end of year2018-12-31$54,437,456
Value of total assets at beginning of year2018-12-31$58,109,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$406,876
Total interest from all sources2018-12-31$4,987
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,118,490
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$1,118,490
Administrative expenses professional fees incurred2018-12-31$101,708
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
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$21,240
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$46,669
Other income not declared elsewhere2018-12-31$90,913
Administrative expenses (other) incurred2018-12-31$59,899
Liabilities. Value of operating payables at end of year2018-12-31$114,364
Liabilities. Value of operating payables at beginning of year2018-12-31$31,889
Total non interest bearing cash at end of year2018-12-31$133,981
Total non interest bearing cash at beginning of year2018-12-31$146,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,754,421
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,323,092
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,077,513
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
Assets. partnership/joint venture interests at end of year2018-12-31$10,105,499
Assets. partnership/joint venture interests at beginning of year2018-12-31$9,852,068
Investment advisory and management fees2018-12-31$168,467
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,796,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$42,905,182
Value of interest in common/collective trusts at end of year2018-12-31$4,269,345
Value of interest in common/collective trusts at beginning of year2018-12-31$3,983,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$169,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$388,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$388,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$4,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,473,550
Net investment gain or loss from common/collective trusts2018-12-31$470,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$4,068,984
Employer contributions (assets) at end of year2018-12-31$504,831
Employer contributions (assets) at beginning of year2018-12-31$433,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,629,841
Contract administrator fees2018-12-31$76,802
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$435,929
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$354,069
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$1,800
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 name2018-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2018-12-31310800053
2017 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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$31,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,420
Total income from all sources (including contributions)2017-12-31$10,731,954
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,908,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,472,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,729,058
Value of total assets at end of year2017-12-31$58,109,402
Value of total assets at beginning of year2017-12-31$53,306,578
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$435,617
Total interest from all sources2017-12-31$3,731
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$966,796
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$966,796
Administrative expenses professional fees incurred2017-12-31$81,708
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
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$46,669
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$36,828
Other income not declared elsewhere2017-12-31$405,142
Administrative expenses (other) incurred2017-12-31$171,616
Liabilities. Value of operating payables at end of year2017-12-31$31,889
Liabilities. Value of operating payables at beginning of year2017-12-31$52,420
Total non interest bearing cash at end of year2017-12-31$146,310
Total non interest bearing cash at beginning of year2017-12-31$167,437
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$4,823,355
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,077,513
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,254,158
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
Assets. partnership/joint venture interests at end of year2017-12-31$9,852,068
Assets. partnership/joint venture interests at beginning of year2017-12-31$8,540,314
Investment advisory and management fees2017-12-31$177,960
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$42,905,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$37,625,102
Value of interest in common/collective trusts at end of year2017-12-31$3,983,590
Value of interest in common/collective trusts at beginning of year2017-12-31$5,902,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$388,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$363,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$363,204
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,357,950
Net investment gain or loss from common/collective trusts2017-12-31$269,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$3,729,058
Employer contributions (assets) at end of year2017-12-31$433,033
Employer contributions (assets) at beginning of year2017-12-31$336,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,472,982
Contract administrator fees2017-12-31$4,333
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$354,069
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$334,593
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
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 name2017-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2017-12-31310800053
2016 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,033,354
Total unrealized appreciation/depreciation of assets2016-12-31$2,033,354
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$64,649
Total income from all sources (including contributions)2016-12-31$7,169,498
Total loss/gain on sale of assets2016-12-31$88,453
Total of all expenses incurred2016-12-31$5,876,311
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,477,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,422,241
Value of total assets at end of year2016-12-31$53,306,578
Value of total assets at beginning of year2016-12-31$52,025,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$398,823
Total interest from all sources2016-12-31$424
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$922,722
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$922,722
Administrative expenses professional fees incurred2016-12-31$76,297
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
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$36,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$36,549
Other income not declared elsewhere2016-12-31$315,901
Administrative expenses (other) incurred2016-12-31$156,012
Liabilities. Value of operating payables at end of year2016-12-31$52,420
Liabilities. Value of operating payables at beginning of year2016-12-31$64,649
Total non interest bearing cash at end of year2016-12-31$167,437
Total non interest bearing cash at beginning of year2016-12-31$154,125
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$1,293,187
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,254,158
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,960,971
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
Assets. partnership/joint venture interests at end of year2016-12-31$8,540,314
Assets. partnership/joint venture interests at beginning of year2016-12-31$8,651,237
Investment advisory and management fees2016-12-31$166,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$37,625,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$36,523,236
Value of interest in common/collective trusts at end of year2016-12-31$5,902,534
Value of interest in common/collective trusts at beginning of year2016-12-31$6,039,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$363,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$21,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$21,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$424
Net investment gain or loss from common/collective trusts2016-12-31$386,403
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$3,422,241
Employer contributions (assets) at end of year2016-12-31$336,566
Employer contributions (assets) at beginning of year2016-12-31$258,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,477,488
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$334,593
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$341,342
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$5,340,232
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,251,779
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2016-12-31310800053
2015 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,096,757
Total unrealized appreciation/depreciation of assets2015-12-31$-1,096,757
Total transfer of assets to this plan2015-12-31$2,785
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$64,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,902
Total income from all sources (including contributions)2015-12-31$4,092,090
Total loss/gain on sale of assets2015-12-31$-68,046
Total of all expenses incurred2015-12-31$5,800,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,370,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,162,166
Value of total assets at end of year2015-12-31$52,025,620
Value of total assets at beginning of year2015-12-31$53,700,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$429,518
Total interest from all sources2015-12-31$153
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,121,891
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$1,121,891
Administrative expenses professional fees incurred2015-12-31$75,543
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
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$36,549
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$117,748
Other income not declared elsewhere2015-12-31$156,329
Administrative expenses (other) incurred2015-12-31$60,823
Liabilities. Value of operating payables at end of year2015-12-31$64,649
Liabilities. Value of operating payables at beginning of year2015-12-31$33,902
Total non interest bearing cash at end of year2015-12-31$154,125
Total non interest bearing cash at beginning of year2015-12-31$154,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,707,932
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,960,971
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,666,118
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
Assets. partnership/joint venture interests at end of year2015-12-31$8,651,237
Investment advisory and management fees2015-12-31$174,486
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$36,523,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,517,332
Value of interest in common/collective trusts at end of year2015-12-31$6,039,266
Value of interest in common/collective trusts at beginning of year2015-12-31$6,046,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$21,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$235,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$235,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$153
Net investment gain or loss from common/collective trusts2015-12-31$816,354
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$3,162,166
Employer contributions (assets) at end of year2015-12-31$258,266
Employer contributions (assets) at beginning of year2015-12-31$310,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,370,504
Contract administrator fees2015-12-31$118,666
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$341,342
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$317,846
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$4,529,245
Aggregate carrying amount (costs) on sale of assets2015-12-31$4,597,291
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 name2015-12-31CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN2015-12-31310800053
2014 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,857,743
Total unrealized appreciation/depreciation of assets2014-12-31$1,857,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$33,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,905
Total income from all sources (including contributions)2014-12-31$7,155,014
Total loss/gain on sale of assets2014-12-31$545,359
Total of all expenses incurred2014-12-31$5,647,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,237,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,324,544
Value of total assets at end of year2014-12-31$53,700,020
Value of total assets at beginning of year2014-12-31$52,187,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$409,970
Total interest from all sources2014-12-31$157,916
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,258,729
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$1,258,729
Administrative expenses professional fees incurred2014-12-31$89,666
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$117,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$142,048
Other income not declared elsewhere2014-12-31$10,723
Administrative expenses (other) incurred2014-12-31$146,236
Liabilities. Value of operating payables at end of year2014-12-31$33,902
Liabilities. Value of operating payables at beginning of year2014-12-31$26,203
Total non interest bearing cash at end of year2014-12-31$154,034
Total non interest bearing cash at beginning of year2014-12-31$159,908
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$1,507,807
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,666,118
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,158,311
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$174,068
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,517,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,712,405
Interest earned on other investments2014-12-31$157,820
Value of interest in common/collective trusts at end of year2014-12-31$6,046,409
Value of interest in common/collective trusts at beginning of year2014-12-31$5,393,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$235,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$205,853
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$205,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$96
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$3,324,544
Employer contributions (assets) at end of year2014-12-31$310,845
Employer contributions (assets) at beginning of year2014-12-31$269,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,237,237
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$2,702
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$317,846
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$303,309
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$24,182,546
Aggregate carrying amount (costs) on sale of assets2014-12-31$23,637,187
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 name2014-12-31SWORDS & WILLIAMS
Accountancy firm EIN2014-12-31311116327
2013 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,666,700
Total unrealized appreciation/depreciation of assets2013-12-31$4,666,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,730
Total income from all sources (including contributions)2013-12-31$10,008,540
Total loss/gain on sale of assets2013-12-31$531,956
Total of all expenses incurred2013-12-31$5,581,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,202,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,422,761
Value of total assets at end of year2013-12-31$52,187,216
Value of total assets at beginning of year2013-12-31$47,756,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$379,110
Total interest from all sources2013-12-31$417
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,379,506
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$1,379,506
Administrative expenses professional fees incurred2013-12-31$72,868
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$609,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$142,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$137,798
Other income not declared elsewhere2013-12-31$7,200
Administrative expenses (other) incurred2013-12-31$163,724
Liabilities. Value of operating payables at end of year2013-12-31$26,203
Liabilities. Value of operating payables at beginning of year2013-12-31$24,730
Total non interest bearing cash at end of year2013-12-31$159,908
Total non interest bearing cash at beginning of year2013-12-31$181,253
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$4,426,929
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,158,311
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,731,382
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$142,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$45,712,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,257,099
Interest earned on other investments2013-12-31$373
Value of interest in common/collective trusts at end of year2013-12-31$5,393,746
Value of interest in common/collective trusts at beginning of year2013-12-31$5,708,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$205,853
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$223,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$223,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$44
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$3,422,761
Employer contributions (assets) at end of year2013-12-31$269,947
Employer contributions (assets) at beginning of year2013-12-31$335,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,202,501
Liabilities. Value of benefit claims payable at end of year2013-12-31$2,702
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$303,309
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$302,335
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$8,319,432
Aggregate carrying amount (costs) on sale of assets2013-12-31$7,787,476
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 name2013-12-31SWORDS & WILLIAMS
Accountancy firm EIN2013-12-31311116327
2012 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,716,469
Total unrealized appreciation/depreciation of assets2012-12-31$3,716,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$57,986
Total income from all sources (including contributions)2012-12-31$8,724,572
Total loss/gain on sale of assets2012-12-31$181,889
Total of all expenses incurred2012-12-31$5,582,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,198,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,149,784
Value of total assets at end of year2012-12-31$47,756,112
Value of total assets at beginning of year2012-12-31$44,647,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$384,034
Total interest from all sources2012-12-31$128
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,656,797
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$1,656,797
Administrative expenses professional fees incurred2012-12-31$81,943
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$609,528
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,366,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$137,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$141,703
Other income not declared elsewhere2012-12-31$19,505
Administrative expenses (other) incurred2012-12-31$144,563
Liabilities. Value of operating payables at end of year2012-12-31$24,730
Liabilities. Value of operating payables at beginning of year2012-12-31$56,365
Total non interest bearing cash at end of year2012-12-31$181,253
Total non interest bearing cash at beginning of year2012-12-31$157,510
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$3,142,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,731,382
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,589,382
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$157,528
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,257,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$36,011,533
Interest earned on other investments2012-12-31$55
Value of interest in common/collective trusts at end of year2012-12-31$5,708,551
Value of interest in common/collective trusts at beginning of year2012-12-31$3,896,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$223,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$502,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$502,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$73
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$3,149,784
Employer contributions (assets) at end of year2012-12-31$335,596
Employer contributions (assets) at beginning of year2012-12-31$272,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,198,538
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,621
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$302,335
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$298,158
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$6,256,670
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,074,781
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SWORDS & WILLIAMS
Accountancy firm EIN2012-12-31311116327
2011 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-980,063
Total unrealized appreciation/depreciation of assets2011-12-31$-980,063
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$57,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$61,269
Total income from all sources (including contributions)2011-12-31$3,044,513
Total loss/gain on sale of assets2011-12-31$88,937
Total of all expenses incurred2011-12-31$5,250,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,895,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,803,904
Value of total assets at end of year2011-12-31$44,647,368
Value of total assets at beginning of year2011-12-31$46,856,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$355,411
Total interest from all sources2011-12-31$516
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,118,890
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$1,118,890
Administrative expenses professional fees incurred2011-12-31$81,937
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,366,656
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$5,385,922
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$141,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$44,337
Other income not declared elsewhere2011-12-31$12,329
Administrative expenses (other) incurred2011-12-31$156,199
Liabilities. Value of operating payables at end of year2011-12-31$56,365
Liabilities. Value of operating payables at beginning of year2011-12-31$60,185
Total non interest bearing cash at end of year2011-12-31$157,510
Total non interest bearing cash at beginning of year2011-12-31$165,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,206,233
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,589,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,795,615
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$117,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$36,011,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$36,564,902
Value of interest in common/collective trusts at end of year2011-12-31$3,896,804
Value of interest in common/collective trusts at beginning of year2011-12-31$3,457,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$502,836
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$742,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$742,643
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$516
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$2,803,904
Employer contributions (assets) at end of year2011-12-31$272,168
Employer contributions (assets) at beginning of year2011-12-31$238,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,895,335
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,621
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,084
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$298,158
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$258,087
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
Aggregate proceeds on sale of assets2011-12-31$13,080,004
Aggregate carrying amount (costs) on sale of assets2011-12-31$12,991,067
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 name2011-12-31SWORDS & WILLIAMS
Accountancy firm EIN2011-12-31311116327
2010 : SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,114,979
Total unrealized appreciation/depreciation of assets2010-12-31$3,114,979
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$61,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$100,054
Total income from all sources (including contributions)2010-12-31$7,296,276
Total loss/gain on sale of assets2010-12-31$332,399
Total of all expenses incurred2010-12-31$5,105,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,775,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,282,617
Value of total assets at end of year2010-12-31$46,856,884
Value of total assets at beginning of year2010-12-31$44,705,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$329,903
Total interest from all sources2010-12-31$764
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,537,711
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$1,537,711
Administrative expenses professional fees incurred2010-12-31$58,897
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$5,385,922
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$6,808,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$44,337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$45,451
Other income not declared elsewhere2010-12-31$27,806
Administrative expenses (other) incurred2010-12-31$173,343
Liabilities. Value of operating payables at end of year2010-12-31$60,185
Liabilities. Value of operating payables at beginning of year2010-12-31$99,052
Total non interest bearing cash at end of year2010-12-31$165,292
Total non interest bearing cash at beginning of year2010-12-31$203,099
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$2,190,542
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,795,615
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$44,605,073
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$97,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$36,564,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$36,829,073
Value of interest in common/collective trusts at end of year2010-12-31$3,457,363
Value of interest in common/collective trusts at beginning of year2010-12-31$201,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$742,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$121,189
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$121,189
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$764
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$2,282,617
Employer contributions (assets) at end of year2010-12-31$238,338
Employer contributions (assets) at beginning of year2010-12-31$252,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,775,831
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,084
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,002
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$258,087
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$244,049
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
Aggregate proceeds on sale of assets2010-12-31$8,300,000
Aggregate carrying amount (costs) on sale of assets2010-12-31$7,967,601
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 name2010-12-31BREIDENBACH & SWORDS
Accountancy firm EIN2010-12-31311116327

Form 5500 Responses for SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN

2022: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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 INTL ASSOC OF DAYTON OH L 224 PENSION 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
2009: SHEET METAL WORKERS INTL ASSOC OF DAYTON OH L 224 PENSION 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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