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I.A.M. NATIONAL 401K PLAN 401k Plan overview

Plan NameI.A.M. NATIONAL 401K PLAN
Plan identification number 003

I.A.M. NATIONAL 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES OF I.A.M. NATIONAL 401(K) FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF I.A.M. NATIONAL 401(K) FUND
Employer identification number (EIN):320443423
NAIC Classification:333510

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.M. NATIONAL 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01RICKEY WALLACE2023-10-16 JUSTIN WELNER2023-10-16
0032021-01-01RICKEY WALLACE2022-08-22 JUSTIN WELNER2022-08-23
0032020-01-01RICKY WALLACE2021-10-14 JUSTIN WELNER2021-10-14
0032019-01-01HENRY C. EICKELBERG2020-10-14 RICKEY WALLACE2020-10-14
0032018-01-01HENRY C. EICKELBERG2019-07-31 RICKEY WALLACE2019-07-31
0032017-01-01
0032016-01-01HENRY C. EICKELBERG2017-10-13
0032016-01-01HENRY C. EICKELBERG2017-10-13
0032016-01-01HENRY C. EICKELBERG2017-10-13
0032015-01-01
0032014-01-01

Plan Statistics for I.A.M. NATIONAL 401K PLAN

401k plan membership statisitcs for I.A.M. NATIONAL 401K PLAN

Measure Date Value
2022: I.A.M. NATIONAL 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0140,933
Total number of active participants reported on line 7a of the Form 55002022-01-0133,154
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-019,310
Total of all active and inactive participants2022-01-0142,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01134
Total participants2022-01-0142,601
Number of participants with account balances2022-01-0131,917
Number of employers contributing to the scheme2022-01-01211
2021: I.A.M. NATIONAL 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0139,510
Total number of active participants reported on line 7a of the Form 55002021-01-0131,325
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-019,453
Total of all active and inactive participants2021-01-0140,782
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01151
Total participants2021-01-0140,933
Number of participants with account balances2021-01-0130,903
Number of employers contributing to the scheme2021-01-01199
2020: I.A.M. NATIONAL 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0136,115
Total number of active participants reported on line 7a of the Form 55002020-01-0129,514
Number of retired or separated participants receiving benefits2020-01-019,869
Number of other retired or separated participants entitled to future benefits2020-01-014
Total of all active and inactive participants2020-01-0139,387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01123
Total participants2020-01-0139,510
Number of participants with account balances2020-01-0129,890
Number of employers contributing to the scheme2020-01-01182
2019: I.A.M. NATIONAL 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0133,626
Total number of active participants reported on line 7a of the Form 55002019-01-0129,979
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-015,995
Total of all active and inactive participants2019-01-0135,974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01141
Total participants2019-01-0136,115
Number of participants with account balances2019-01-0130,025
Number of employers contributing to the scheme2019-01-01157
2018: I.A.M. NATIONAL 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131,497
Total number of active participants reported on line 7a of the Form 55002018-01-0128,288
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-015,232
Total of all active and inactive participants2018-01-0133,520
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01106
Total participants2018-01-0133,626
Number of participants with account balances2018-01-0127,091
Number of employers contributing to the scheme2018-01-01172
2017: I.A.M. NATIONAL 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131,340
Total number of active participants reported on line 7a of the Form 55002017-01-0127,135
Number of other retired or separated participants entitled to future benefits2017-01-014,283
Total of all active and inactive participants2017-01-0131,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0179
Total participants2017-01-0131,497
Number of participants with account balances2017-01-0122,853
Number of employers contributing to the scheme2017-01-01178
2016: I.A.M. NATIONAL 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0125,819
Total number of active participants reported on line 7a of the Form 55002016-01-0125,835
Number of other retired or separated participants entitled to future benefits2016-01-013,322
Total of all active and inactive participants2016-01-0129,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0142
Total participants2016-01-0129,199
Number of participants with account balances2016-01-0129,199
Number of employers contributing to the scheme2016-01-01174
2015: I.A.M. NATIONAL 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0122,223
Total number of active participants reported on line 7a of the Form 55002015-01-0123,032
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,762
Total of all active and inactive participants2015-01-0125,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0125
Total participants2015-01-0125,819
Number of participants with account balances2015-01-0118,729
Number of employers contributing to the scheme2015-01-01173
2014: I.A.M. NATIONAL 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0122,758
Total number of active participants reported on line 7a of the Form 55002014-01-0120,059
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,153
Total of all active and inactive participants2014-01-0122,212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0111
Total participants2014-01-0122,223
Number of participants with account balances2014-01-0117,327
Number of employers contributing to the scheme2014-01-01162

Financial Data on I.A.M. NATIONAL 401K PLAN

Measure Date Value
2022 : I.A.M. NATIONAL 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,216,865
Total unrealized appreciation/depreciation of assets2022-12-31$-2,216,865
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,045,941
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$276,006
Total income from all sources (including contributions)2022-12-31$-21,208,390
Total of all expenses incurred2022-12-31$59,746,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$57,777,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$98,239,751
Value of total assets at end of year2022-12-31$695,753,400
Value of total assets at beginning of year2022-12-31$775,938,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,969,363
Total interest from all sources2022-12-31$2,491,229
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,645,480
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$3,645,480
Administrative expenses professional fees incurred2022-12-31$79,354
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$1,045,941
Contributions received from participants2022-12-31$59,573,752
Participant contributions at end of year2022-12-31$25,014,405
Participant contributions at beginning of year2022-12-31$23,788,905
Participant contributions at end of year2022-12-31$7,398,810
Participant contributions at beginning of year2022-12-31$5,125,803
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,895,910
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$7,485,504
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,344,389
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$526,934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$641,646
Other income not declared elsewhere2022-12-31$2,171,848
Administrative expenses (other) incurred2022-12-31$1,890,009
Liabilities. Value of operating payables at end of year2022-12-31$1,045,941
Liabilities. Value of operating payables at beginning of year2022-12-31$276,006
Total non interest bearing cash at end of year2022-12-31$3,732,491
Total non interest bearing cash at beginning of year2022-12-31$3,225,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-80,954,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$694,707,459
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$775,662,321
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$191,595,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$241,926,017
Interest on participant loans2022-12-31$1,071,842
Interest earned on other investments2022-12-31$1,419,387
Value of interest in common/collective trusts at end of year2022-12-31$374,127,390
Value of interest in common/collective trusts at beginning of year2022-12-31$417,210,600
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$87,462,259
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$76,534,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-52,522,658
Net investment gain or loss from common/collective trusts2022-12-31$-73,017,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$17,321,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$57,777,109
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2022-12-31611436956
2021 : I.A.M. NATIONAL 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$276,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$613,016
Total income from all sources (including contributions)2021-12-31$152,419,306
Total of all expenses incurred2021-12-31$64,518,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$62,736,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$70,212,136
Value of total assets at end of year2021-12-31$775,938,327
Value of total assets at beginning of year2021-12-31$688,374,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,782,195
Total interest from all sources2021-12-31$3,517,109
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,038,780
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$3,038,780
Administrative expenses professional fees incurred2021-12-31$165,289
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$52,424,403
Participant contributions at end of year2021-12-31$23,788,905
Participant contributions at beginning of year2021-12-31$23,515,239
Participant contributions at end of year2021-12-31$5,125,803
Participant contributions at beginning of year2021-12-31$4,227,363
Assets. Other investments not covered elsewhere at end of year2021-12-31$7,485,504
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$6,122,412
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,692,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$641,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$514,019
Other income not declared elsewhere2021-12-31$2,420,446
Administrative expenses (other) incurred2021-12-31$1,616,906
Liabilities. Value of operating payables at end of year2021-12-31$276,006
Liabilities. Value of operating payables at beginning of year2021-12-31$613,016
Total non interest bearing cash at end of year2021-12-31$3,225,391
Total non interest bearing cash at beginning of year2021-12-31$2,683,342
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$87,900,532
Value of net assets at end of year (total assets less liabilities)2021-12-31$775,662,321
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$687,761,789
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$241,926,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$211,897,575
Interest on participant loans2021-12-31$1,136,079
Interest earned on other investments2021-12-31$2,381,030
Value of interest in common/collective trusts at end of year2021-12-31$417,210,600
Value of interest in common/collective trusts at beginning of year2021-12-31$365,251,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$76,534,461
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$74,163,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$36,071,924
Net investment gain or loss from common/collective trusts2021-12-31$37,158,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,095,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$62,736,579
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2021-12-31611436956
2020 : I.A.M. NATIONAL 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-688,815
Total unrealized appreciation/depreciation of assets2020-12-31$-688,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$613,016
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$540,260
Total income from all sources (including contributions)2020-12-31$153,701,260
Total of all expenses incurred2020-12-31$122,226,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$120,757,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$66,775,544
Value of total assets at end of year2020-12-31$688,374,805
Value of total assets at beginning of year2020-12-31$656,827,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,469,314
Total interest from all sources2020-12-31$2,721,751
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$4,571,305
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$4,571,305
Administrative expenses professional fees incurred2020-12-31$142,254
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$50,512,555
Participant contributions at end of year2020-12-31$23,515,239
Participant contributions at beginning of year2020-12-31$25,312,661
Participant contributions at end of year2020-12-31$4,227,363
Participant contributions at beginning of year2020-12-31$4,859,684
Assets. Other investments not covered elsewhere at end of year2020-12-31$6,122,412
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,823,680
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,140,513
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$514,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$479,221
Other income not declared elsewhere2020-12-31$1,901,145
Administrative expenses (other) incurred2020-12-31$1,327,060
Liabilities. Value of operating payables at end of year2020-12-31$613,016
Liabilities. Value of operating payables at beginning of year2020-12-31$540,260
Total non interest bearing cash at end of year2020-12-31$2,683,342
Total non interest bearing cash at beginning of year2020-12-31$2,482,909
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$31,474,394
Value of net assets at end of year (total assets less liabilities)2020-12-31$687,761,789
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$656,287,395
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$211,897,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$209,278,810
Interest on participant loans2020-12-31$1,324,112
Interest earned on other investments2020-12-31$1,397,639
Value of interest in common/collective trusts at end of year2020-12-31$365,251,286
Value of interest in common/collective trusts at beginning of year2020-12-31$339,789,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$74,163,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$70,801,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$37,308,013
Net investment gain or loss from common/collective trusts2020-12-31$41,112,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$13,122,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$120,757,552
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 name2020-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2020-12-31611436956
2019 : I.A.M. NATIONAL 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,893,498
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,893,498
Total unrealized appreciation/depreciation of assets2019-12-31$1,893,498
Total unrealized appreciation/depreciation of assets2019-12-31$1,893,498
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$540,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$540,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$800,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$800,158
Total income from all sources (including contributions)2019-12-31$182,255,753
Total income from all sources (including contributions)2019-12-31$182,255,753
Total of all expenses incurred2019-12-31$49,593,253
Total of all expenses incurred2019-12-31$49,593,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,135,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$48,135,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$76,753,836
Value of total assets at end of year2019-12-31$656,827,655
Value of total assets at end of year2019-12-31$656,827,655
Value of total assets at beginning of year2019-12-31$524,425,053
Value of total assets at beginning of year2019-12-31$524,425,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,457,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,457,267
Total interest from all sources2019-12-31$6,740,518
Total interest from all sources2019-12-31$6,740,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$364,428
Administrative expenses professional fees incurred2019-12-31$364,428
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$59,542,905
Contributions received from participants2019-12-31$59,542,905
Participant contributions at end of year2019-12-31$25,312,661
Participant contributions at end of year2019-12-31$25,312,661
Participant contributions at beginning of year2019-12-31$22,776,628
Participant contributions at end of year2019-12-31$4,859,684
Participant contributions at end of year2019-12-31$4,859,684
Participant contributions at beginning of year2019-12-31$1,800,346
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,823,680
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,823,680
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,946,167
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$2,946,167
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,310,721
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$479,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$479,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$400,623
Other income not declared elsewhere2019-12-31$2,298,678
Other income not declared elsewhere2019-12-31$2,298,678
Administrative expenses (other) incurred2019-12-31$1,092,839
Administrative expenses (other) incurred2019-12-31$1,092,839
Liabilities. Value of operating payables at end of year2019-12-31$540,260
Liabilities. Value of operating payables at end of year2019-12-31$540,260
Liabilities. Value of operating payables at beginning of year2019-12-31$800,158
Liabilities. Value of operating payables at beginning of year2019-12-31$800,158
Total non interest bearing cash at end of year2019-12-31$2,482,909
Total non interest bearing cash at end of year2019-12-31$2,482,909
Total non interest bearing cash at beginning of year2019-12-31$1,872,147
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
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$132,662,500
Value of net income/loss2019-12-31$132,662,500
Value of net assets at end of year (total assets less liabilities)2019-12-31$656,287,395
Value of net assets at end of year (total assets less liabilities)2019-12-31$656,287,395
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$523,624,895
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$523,624,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$209,278,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$209,278,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$167,746,504
Interest on participant loans2019-12-31$1,251,916
Interest on participant loans2019-12-31$1,251,916
Interest earned on other investments2019-12-31$5,488,602
Interest earned on other investments2019-12-31$5,488,602
Value of interest in common/collective trusts at end of year2019-12-31$339,789,021
Value of interest in common/collective trusts at end of year2019-12-31$339,789,021
Value of interest in common/collective trusts at beginning of year2019-12-31$258,194,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$70,801,669
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$70,801,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$68,688,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,273,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,273,825
Net investment gain or loss from common/collective trusts2019-12-31$56,295,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$12,900,210
Contributions received in cash from employer2019-12-31$12,900,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,135,986
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$48,135,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : I.A.M. NATIONAL 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,629,752
Total unrealized appreciation/depreciation of assets2018-12-31$-1,629,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$800,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$284,262
Total income from all sources (including contributions)2018-12-31$37,845,945
Total of all expenses incurred2018-12-31$51,711,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$50,412,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$66,494,698
Value of total assets at end of year2018-12-31$524,425,053
Value of total assets at beginning of year2018-12-31$537,774,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,298,512
Total interest from all sources2018-12-31$5,893,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$361,725
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$53,619,831
Participant contributions at end of year2018-12-31$22,776,628
Participant contributions at beginning of year2018-12-31$20,143,882
Participant contributions at end of year2018-12-31$1,800,346
Participant contributions at beginning of year2018-12-31$1,432,905
Assets. Other investments not covered elsewhere at end of year2018-12-31$2,946,167
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,535,534
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,988,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$400,623
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$412,813
Other income not declared elsewhere2018-12-31$1,745,044
Administrative expenses (other) incurred2018-12-31$936,787
Liabilities. Value of operating payables at end of year2018-12-31$800,158
Liabilities. Value of operating payables at beginning of year2018-12-31$284,262
Total non interest bearing cash at end of year2018-12-31$1,872,147
Total non interest bearing cash at beginning of year2018-12-31$1,038,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,865,153
Value of net assets at end of year (total assets less liabilities)2018-12-31$523,624,895
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$537,490,048
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$167,746,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$203,572,092
Interest on participant loans2018-12-31$1,007,603
Interest earned on other investments2018-12-31$4,885,650
Value of interest in common/collective trusts at end of year2018-12-31$258,194,290
Value of interest in common/collective trusts at beginning of year2018-12-31$240,820,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$68,688,348
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$67,818,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-17,889,228
Net investment gain or loss from common/collective trusts2018-12-31$-16,768,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,886,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$50,412,586
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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
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 name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : I.A.M. NATIONAL 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$425,069
Total unrealized appreciation/depreciation of assets2017-12-31$425,069
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$284,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$413,898
Total income from all sources (including contributions)2017-12-31$131,931,855
Total of all expenses incurred2017-12-31$37,607,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,483,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$65,362,674
Value of total assets at end of year2017-12-31$537,774,310
Value of total assets at beginning of year2017-12-31$443,579,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,124,472
Total interest from all sources2017-12-31$7,424,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$214,173
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$50,192,621
Participant contributions at end of year2017-12-31$20,143,882
Participant contributions at beginning of year2017-12-31$17,651,155
Participant contributions at end of year2017-12-31$1,432,905
Participant contributions at beginning of year2017-12-31$870,153
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,535,534
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,950,243
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,257,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$412,813
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$730,698
Other income not declared elsewhere2017-12-31$1,588,750
Administrative expenses (other) incurred2017-12-31$910,299
Liabilities. Value of operating payables at end of year2017-12-31$284,262
Liabilities. Value of operating payables at beginning of year2017-12-31$413,898
Total non interest bearing cash at end of year2017-12-31$1,038,430
Total non interest bearing cash at beginning of year2017-12-31$402,727
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$94,324,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$537,490,048
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$443,165,816
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$203,572,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$173,561,088
Interest on participant loans2017-12-31$798,875
Interest earned on other investments2017-12-31$6,625,877
Value of interest in common/collective trusts at end of year2017-12-31$240,820,327
Value of interest in common/collective trusts at beginning of year2017-12-31$176,383,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$67,818,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$72,029,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,681,244
Net investment gain or loss from common/collective trusts2017-12-31$31,449,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,912,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,483,151
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : I.A.M. NATIONAL 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$206,623
Total unrealized appreciation/depreciation of assets2016-12-31$206,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$413,898
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$281,822
Total income from all sources (including contributions)2016-12-31$83,369,657
Total of all expenses incurred2016-12-31$36,362,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$35,286,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$51,350,926
Value of total assets at end of year2016-12-31$443,579,714
Value of total assets at beginning of year2016-12-31$396,440,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,075,773
Total interest from all sources2016-12-31$6,642,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$297,054
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$45,849,174
Participant contributions at end of year2016-12-31$17,651,155
Participant contributions at beginning of year2016-12-31$16,449,082
Participant contributions at end of year2016-12-31$870,153
Participant contributions at beginning of year2016-12-31$339,298
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,950,243
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$1,617,422
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,473,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$730,698
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$201,580
Other income not declared elsewhere2016-12-31$1,437,699
Administrative expenses (other) incurred2016-12-31$778,719
Liabilities. Value of operating payables at end of year2016-12-31$413,898
Liabilities. Value of operating payables at beginning of year2016-12-31$281,822
Total non interest bearing cash at end of year2016-12-31$402,727
Total non interest bearing cash at beginning of year2016-12-31$513,586
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$47,007,571
Value of net assets at end of year (total assets less liabilities)2016-12-31$443,165,816
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$396,158,245
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$173,561,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$156,969,785
Interest on participant loans2016-12-31$688,502
Interest earned on other investments2016-12-31$5,953,584
Value of interest in common/collective trusts at end of year2016-12-31$176,383,667
Value of interest in common/collective trusts at beginning of year2016-12-31$154,391,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$72,029,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$65,958,032
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$11,141,310
Net investment gain or loss from common/collective trusts2016-12-31$12,591,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,028,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$35,286,313
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : I.A.M. NATIONAL 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-8,526
Total unrealized appreciation/depreciation of assets2015-12-31$-8,526
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$281,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$480,868
Total income from all sources (including contributions)2015-12-31$47,895,541
Total of all expenses incurred2015-12-31$28,816,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$27,665,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$51,655,563
Value of total assets at end of year2015-12-31$396,440,067
Value of total assets at beginning of year2015-12-31$377,559,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,150,664
Total interest from all sources2015-12-31$4,100,873
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$509,761
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$46,372,752
Participant contributions at end of year2015-12-31$16,449,082
Participant contributions at beginning of year2015-12-31$15,046,003
Participant contributions at end of year2015-12-31$339,298
Participant contributions at beginning of year2015-12-31$319,450
Assets. Other investments not covered elsewhere at end of year2015-12-31$1,617,422
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$1,085,599
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,336,553
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$201,580
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$364,995
Administrative expenses (other) incurred2015-12-31$640,903
Liabilities. Value of operating payables at end of year2015-12-31$281,822
Liabilities. Value of operating payables at beginning of year2015-12-31$480,868
Total non interest bearing cash at end of year2015-12-31$513,586
Total non interest bearing cash at beginning of year2015-12-31$496,793
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$19,079,534
Value of net assets at end of year (total assets less liabilities)2015-12-31$396,158,245
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$377,078,711
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$156,969,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$158,408,984
Interest on participant loans2015-12-31$595,176
Interest earned on other investments2015-12-31$3,505,697
Value of interest in common/collective trusts at end of year2015-12-31$154,391,282
Value of interest in common/collective trusts at beginning of year2015-12-31$142,611,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$65,958,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$59,226,280
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,344,192
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-1,508,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,946,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$27,665,343
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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
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 name2015-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-12-31470900880
2014 : I.A.M. NATIONAL 401K PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$16,423
Total unrealized appreciation/depreciation of assets2014-12-31$16,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$480,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$117,489
Total income from all sources (including contributions)2014-12-31$63,523,056
Total of all expenses incurred2014-12-31$22,488,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$21,243,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$44,564,108
Value of total assets at end of year2014-12-31$377,559,579
Value of total assets at beginning of year2014-12-31$336,162,079
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,245,736
Total interest from all sources2014-12-31$1,857,563
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$535,075
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$73,651
Contributions received from participants2014-12-31$40,290,039
Participant contributions at end of year2014-12-31$15,046,003
Participant contributions at beginning of year2014-12-31$11,879,926
Participant contributions at end of year2014-12-31$319,450
Participant contributions at beginning of year2014-12-31$570,829
Assets. Other investments not covered elsewhere at end of year2014-12-31$1,085,599
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$818,247
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,012,572
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$364,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$467
Administrative expenses (other) incurred2014-12-31$710,661
Liabilities. Value of operating payables at end of year2014-12-31$480,868
Liabilities. Value of operating payables at beginning of year2014-12-31$117,489
Total non interest bearing cash at end of year2014-12-31$496,793
Total non interest bearing cash at beginning of year2014-12-31$941,727
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$41,034,121
Value of net assets at end of year (total assets less liabilities)2014-12-31$377,078,711
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$336,044,590
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$158,408,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,178,382
Value of interest in pooled separate accounts at beginning of year2014-12-31$217,508,269
Interest on participant loans2014-12-31$522,529
Interest earned on other investments2014-12-31$1,335,034
Value of interest in common/collective trusts at end of year2014-12-31$142,611,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$59,226,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$56,264,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,586,871
Net investment gain/loss from pooled separate accounts2014-12-31$12,669,477
Net investment gain or loss from common/collective trusts2014-12-31$828,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,261,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,243,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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
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 name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880

Form 5500 Responses for I.A.M. NATIONAL 401K PLAN

2022: I.A.M. NATIONAL 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: I.A.M. NATIONAL 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: I.A.M. NATIONAL 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: I.A.M. NATIONAL 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: I.A.M. NATIONAL 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: I.A.M. NATIONAL 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: I.A.M. NATIONAL 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: I.A.M. NATIONAL 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: I.A.M. NATIONAL 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Number of Individuals Covered40933
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Number of Individuals Covered39510
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Number of Individuals Covered36115
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Number of Individuals Covered18729
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberGA-28214
Policy instance 1
Insurance contract or identification numberGA-28214
Number of Individuals Covered17327
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number040171
Policy instance 2
Insurance contract or identification number040171
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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