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TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 401k Plan overview

Plan NameTEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN
Plan identification number 001

TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN Benefits

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

401k Sponsoring company profile

TEAMSTERS JOINT COUNCIL NO. 41 has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS JOINT COUNCIL NO. 41
Employer identification number (EIN):346541609
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PATRICK J. DARROW
0012016-01-01PATRICK J. DARROW TRAVIS BORNSTEIN2017-10-03
0012015-01-01PATRICK J. DARROW TRAVIS BORNSTEIN2016-10-14
0012014-01-01ALBERT R. MIXON PATRICK J. DARROW2015-10-11
0012013-01-01GARY M. TIBONI ALBERT R. MIXON2014-10-10
0012012-01-01GARY M. TIBONI ALBERT R. MIXON2013-10-14
0012011-01-01ALBERT R. MIXON GARY M. TIBONI2012-10-15
0012010-01-01ALBERT R. MIXON GARY M. TIBONI2011-10-13
0012009-01-01ALBERT R. MIXON GARY M. TIBONI2010-10-14

Plan Statistics for TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN

401k plan membership statisitcs for TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN

Measure Date Value
2022: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01104
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0115
Total of all active and inactive participants2022-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01108
Number of participants with account balances2022-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01107
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01104
Number of participants with account balances2021-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01110
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0114
Total of all active and inactive participants2020-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01107
Number of participants with account balances2020-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01104
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01110
Number of participants with account balances2019-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01108
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01104
Number of participants with account balances2018-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01108
Total number of active participants reported on line 7a of the Form 55002017-01-0196
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01108
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01104
Total number of active participants reported on line 7a of the Form 55002016-01-0197
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01108
Number of participants with account balances2016-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-0188
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01104
Number of participants with account balances2015-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0115
Total of all active and inactive participants2014-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01117
Number of participants with account balances2014-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01116
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-0113
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Number of participants with account balances2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01116
Number of participants with account balances2012-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01110
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01120
Number of participants with account balances2011-01-01120
2010: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01114
Total number of active participants reported on line 7a of the Form 55002010-01-01123
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01133
Number of participants with account balances2010-01-01133
2009: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119
Total number of active participants reported on line 7a of the Form 55002009-01-0196
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0118
Total of all active and inactive participants2009-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01114
Number of participants with account balances2009-01-01114

Financial Data on TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN

Measure Date Value
2022 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-488,473
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$343,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$314,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$185,610
Value of total assets at end of year2022-12-31$3,211,572
Value of total assets at beginning of year2022-12-31$4,043,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,301
Total interest from all sources2022-12-31$25
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$74,726
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$74,726
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$400,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$412
Participant contributions at beginning of year2022-12-31$598
Other income not declared elsewhere2022-12-31$636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-831,659
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,211,572
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,043,231
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,165,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,840,107
Interest on participant loans2022-12-31$14
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$45,796
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$202,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$202,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-749,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$185,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$314,885
Contract administrator fees2022-12-31$23,301
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 name2022-12-31SWALLEN LAWHUN & CO
Accountancy firm EIN2022-12-31341172572
2021 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$618,390
Total of all expenses incurred2021-12-31$483,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$462,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$191,940
Value of total assets at end of year2021-12-31$4,043,231
Value of total assets at beginning of year2021-12-31$3,908,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,105
Total interest from all sources2021-12-31$83
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$64,726
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$64,726
Administrative expenses professional fees incurred2021-12-31$10,437
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$400,000
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
Participant contributions at end of year2021-12-31$598
Participant contributions at beginning of year2021-12-31$1,898
Other income not declared elsewhere2021-12-31$1,695
Administrative expenses (other) incurred2021-12-31$5,668
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$134,979
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,043,231
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,908,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,840,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,815,435
Interest on participant loans2021-12-31$63
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$202,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$90,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$90,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$359,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$191,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$462,306
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 name2021-12-31SWALLEN LAWHUN & CO
Accountancy firm EIN2021-12-31341172572
2020 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$694,930
Total of all expenses incurred2020-12-31$297,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$274,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$192,352
Value of total assets at end of year2020-12-31$3,908,252
Value of total assets at beginning of year2020-12-31$3,510,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,900
Total interest from all sources2020-12-31$159
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$84,781
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$84,781
Administrative expenses professional fees incurred2020-12-31$12,671
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$400,000
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
Participant contributions at end of year2020-12-31$1,898
Participant contributions at beginning of year2020-12-31$3,045
Other income not declared elsewhere2020-12-31$290
Administrative expenses (other) incurred2020-12-31$5,229
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$397,802
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,908,252
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,510,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,815,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,313,306
Interest on participant loans2020-12-31$145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$90,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$194,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$194,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$417,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$192,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$274,228
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 name2020-12-31SWALLEN LAWHUN & CO
Accountancy firm EIN2020-12-31341172572
2019 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$788,379
Total of all expenses incurred2019-12-31$236,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$212,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$206,702
Value of total assets at end of year2019-12-31$3,510,450
Value of total assets at beginning of year2019-12-31$2,958,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,157
Total interest from all sources2019-12-31$242
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$69,851
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$69,851
Administrative expenses professional fees incurred2019-12-31$13,778
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$400,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$3,045
Participant contributions at beginning of year2019-12-31$4,140
Other income not declared elsewhere2019-12-31$1,697
Administrative expenses (other) incurred2019-12-31$6,629
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$552,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,510,450
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,958,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,313,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,733,572
Interest on participant loans2019-12-31$182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$194,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$220,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$220,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$60
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$509,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$206,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$212,083
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 name2019-12-31GARY M. TIBONI, CPA
Accountancy firm EIN2019-12-31341900872
2018 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$92,857
Total of all expenses incurred2018-12-31$324,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$294,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$215,519
Value of total assets at end of year2018-12-31$2,958,311
Value of total assets at beginning of year2018-12-31$3,190,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,754
Total interest from all sources2018-12-31$998
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,659
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$63,659
Administrative expenses professional fees incurred2018-12-31$15,369
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$400,000
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
Participant contributions at end of year2018-12-31$4,140
Participant contributions at beginning of year2018-12-31$10,321
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,581
Administrative expenses (other) incurred2018-12-31$8,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-231,727
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,958,311
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,190,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,733,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,007,253
Interest on participant loans2018-12-31$965
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$220,599
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$172,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$172,464
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-187,319
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$212,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$294,830
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 name2018-12-31GARY M. TIBONI, CPA
Accountancy firm EIN2018-12-31341900872
2017 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$612,084
Total of all expenses incurred2017-12-31$582,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$550,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$210,657
Value of total assets at end of year2017-12-31$3,190,038
Value of total assets at beginning of year2017-12-31$3,160,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,665
Total interest from all sources2017-12-31$2,978
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$60,541
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$60,541
Administrative expenses professional fees incurred2017-12-31$20,370
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$400,000
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
Participant contributions at end of year2017-12-31$10,321
Participant contributions at beginning of year2017-12-31$38,367
Administrative expenses (other) incurred2017-12-31$6,295
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$29,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,190,038
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,160,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,007,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,858,815
Interest on participant loans2017-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$172,464
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$263,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$263,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$337,908
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$210,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$550,978
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 name2017-12-31GARY M. TIBONI, CPA
Accountancy firm EIN2017-12-31341900872
2016 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$423,116
Total of all expenses incurred2016-12-31$151,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$129,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$206,442
Value of total assets at end of year2016-12-31$3,160,597
Value of total assets at beginning of year2016-12-31$2,888,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,121
Total interest from all sources2016-12-31$1,521
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$59,096
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$59,096
Administrative expenses professional fees incurred2016-12-31$10,565
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$400,000
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
Participant contributions at end of year2016-12-31$38,367
Participant contributions at beginning of year2016-12-31$43,731
Other income not declared elsewhere2016-12-31$340
Administrative expenses (other) incurred2016-12-31$6,556
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$271,792
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,160,597
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,888,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,858,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,644,002
Interest on participant loans2016-12-31$1,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$263,415
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$201,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$201,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$155,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$206,442
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$129,203
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 name2016-12-31GARY M. TIBONI, CPA
Accountancy firm EIN2016-12-31341900872
2015 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$225,733
Total of all expenses incurred2015-12-31$521,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$492,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$209,500
Value of total assets at end of year2015-12-31$2,888,805
Value of total assets at beginning of year2015-12-31$3,184,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$29,037
Total interest from all sources2015-12-31$1,353
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$65,174
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$65,174
Administrative expenses professional fees incurred2015-12-31$16,816
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$400,000
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
Participant contributions at end of year2015-12-31$43,731
Participant contributions at beginning of year2015-12-31$35,090
Administrative expenses (other) incurred2015-12-31$8,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-296,014
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,888,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,184,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,644,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,079,122
Interest on participant loans2015-12-31$1,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$201,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$70,607
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$70,607
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-50,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$209,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$492,710
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 name2015-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2015-12-31341971860
2014 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$442,598
Total of all expenses incurred2014-12-31$551,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$523,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$206,831
Value of total assets at end of year2014-12-31$3,184,819
Value of total assets at beginning of year2014-12-31$3,293,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,033
Total interest from all sources2014-12-31$1,434
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$70,488
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$70,488
Administrative expenses professional fees incurred2014-12-31$18,153
Was this plan covered by a fidelity bond2014-12-31No
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$35,090
Participant contributions at beginning of year2014-12-31$22,521
Administrative expenses (other) incurred2014-12-31$4,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-108,453
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,184,819
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,293,272
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,079,122
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,004,763
Interest on participant loans2014-12-31$1,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$70,607
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$265,988
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$265,988
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$163,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$206,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$523,018
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 name2014-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2014-12-31341971860
2013 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$645,905
Total of all expenses incurred2013-12-31$195,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$161,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$209,502
Value of total assets at end of year2013-12-31$3,293,272
Value of total assets at beginning of year2013-12-31$2,842,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,282
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$60,079
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$60,079
Administrative expenses professional fees incurred2013-12-31$19,943
Was this plan covered by a fidelity bond2013-12-31No
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$22,521
Participant contributions at beginning of year2013-12-31$50,427
Administrative expenses (other) incurred2013-12-31$9,339
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$450,317
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,293,272
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,842,955
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,004,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,569,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$265,988
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$222,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$222,662
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$376,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$209,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$161,306
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
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 name2013-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2013-12-31341971860
2012 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$475,372
Total of all expenses incurred2012-12-31$149,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$117,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$209,013
Value of total assets at end of year2012-12-31$2,842,955
Value of total assets at beginning of year2012-12-31$2,517,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,731
Total interest from all sources2012-12-31$76,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$12,704
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$50,427
Participant contributions at beginning of year2012-12-31$57,143
Administrative expenses (other) incurred2012-12-31$12,777
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$325,906
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,842,955
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,517,049
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$6,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,569,866
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,306,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$222,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$153,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$153,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$76,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$189,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$209,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$117,735
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
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 name2012-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2012-12-31341971860
2011 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$271,757
Total of all expenses incurred2011-12-31$229,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$203,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$219,252
Value of total assets at end of year2011-12-31$2,517,049
Value of total assets at beginning of year2011-12-31$2,474,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,627
Total interest from all sources2011-12-31$2,951
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$59,034
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$59,034
Administrative expenses professional fees incurred2011-12-31$16,736
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$57,143
Participant contributions at beginning of year2011-12-31$64,194
Other income not declared elsewhere2011-12-31$8
Administrative expenses (other) incurred2011-12-31$5,141
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$42,691
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,517,049
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,474,358
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$3,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,306,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,256,750
Interest on participant loans2011-12-31$2,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$153,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$153,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$153,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-9,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$219,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$203,439
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2011-12-31341971860
2010 : TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$483,245
Total of all expenses incurred2010-12-31$197,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$164,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$213,746
Value of total assets at end of year2010-12-31$2,474,358
Value of total assets at beginning of year2010-12-31$2,188,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$32,552
Total interest from all sources2010-12-31$1,423
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$68,486
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$68,486
Administrative expenses professional fees incurred2010-12-31$20,968
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$64,194
Other income not declared elsewhere2010-12-31$4,260
Administrative expenses (other) incurred2010-12-31$6,584
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$285,703
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,474,358
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,188,655
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,256,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,992,975
Interest on participant loans2010-12-31$1,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$153,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$195,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$195,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$195,330
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$213,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$164,990
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MAYOR CPA GROUP, LLC
Accountancy firm EIN2010-12-31341971860

Form 5500 Responses for TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN

2022: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS JOINT COUNCIL NO. 41 SEVERANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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