BOARD OF TRUSTEES-SECURITY GUARDS LOCAL 1412 WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SECURITY GUARDS LOCAL 1412 WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-02-28 | $9,000 |
| Total plan liabilities at beginning of year | 2023-02-28 | $11,000 |
| Total income from all sources | 2023-02-28 | $443,538 |
| Expenses. Total of all expenses incurred | 2023-02-28 | $474,192 |
| Benefits paid (including direct rollovers) | 2023-02-28 | $458,502 |
| Total plan assets at end of year | 2023-02-28 | $130,313 |
| Total plan assets at beginning of year | 2023-02-28 | $162,967 |
| Value of fidelity bond covering the plan | 2023-02-28 | $100,000 |
| Total contributions received or receivable from participants | 2023-02-28 | $31,130 |
| Net income (gross income less expenses) | 2023-02-28 | $-30,654 |
| Net plan assets at end of year (total assets less liabilities) | 2023-02-28 | $121,313 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-02-28 | $151,967 |
| Total contributions received or receivable from employer(s) | 2023-02-28 | $412,408 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-02-28 | $15,690 |
| 2022 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-02-28 | $11,000 |
| Total plan liabilities at beginning of year | 2022-02-28 | $13,608 |
| Total income from all sources | 2022-02-28 | $384,680 |
| Expenses. Total of all expenses incurred | 2022-02-28 | $506,261 |
| Benefits paid (including direct rollovers) | 2022-02-28 | $496,305 |
| Total plan assets at end of year | 2022-02-28 | $162,967 |
| Total plan assets at beginning of year | 2022-02-28 | $287,156 |
| Value of fidelity bond covering the plan | 2022-02-28 | $100,000 |
| Total contributions received or receivable from participants | 2022-02-28 | $43,572 |
| Net income (gross income less expenses) | 2022-02-28 | $-121,581 |
| Net plan assets at end of year (total assets less liabilities) | 2022-02-28 | $151,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-02-28 | $273,548 |
| Total contributions received or receivable from employer(s) | 2022-02-28 | $341,108 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-02-28 | $9,956 |
| 2021 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-02-28 | $13,608 |
| Total plan liabilities at beginning of year | 2021-02-28 | $8,908 |
| Total income from all sources | 2021-02-28 | $399,301 |
| Expenses. Total of all expenses incurred | 2021-02-28 | $463,381 |
| Benefits paid (including direct rollovers) | 2021-02-28 | $452,359 |
| Total plan assets at end of year | 2021-02-28 | $287,156 |
| Total plan assets at beginning of year | 2021-02-28 | $346,536 |
| Value of fidelity bond covering the plan | 2021-02-28 | $100,000 |
| Total contributions received or receivable from participants | 2021-02-28 | $34,098 |
| Net income (gross income less expenses) | 2021-02-28 | $-64,080 |
| Net plan assets at end of year (total assets less liabilities) | 2021-02-28 | $273,548 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-02-28 | $337,628 |
| Total contributions received or receivable from employer(s) | 2021-02-28 | $365,203 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-02-28 | $11,022 |
| 2020 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-02-28 | $8,908 |
| Total plan liabilities at beginning of year | 2020-02-28 | $8,708 |
| Total income from all sources | 2020-02-28 | $438,268 |
| Expenses. Total of all expenses incurred | 2020-02-28 | $439,647 |
| Benefits paid (including direct rollovers) | 2020-02-28 | $422,817 |
| Total plan assets at end of year | 2020-02-28 | $346,536 |
| Total plan assets at beginning of year | 2020-02-28 | $347,715 |
| Total contributions received or receivable from participants | 2020-02-28 | $86,000 |
| Net income (gross income less expenses) | 2020-02-28 | $-1,379 |
| Net plan assets at end of year (total assets less liabilities) | 2020-02-28 | $337,628 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-02-28 | $339,007 |
| Total contributions received or receivable from employer(s) | 2020-02-28 | $352,268 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-02-28 | $16,830 |
| 2019 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-02-28 | $8,708 |
| Total plan liabilities at beginning of year | 2019-02-28 | $14,134 |
| Total income from all sources | 2019-02-28 | $384,286 |
| Expenses. Total of all expenses incurred | 2019-02-28 | $311,415 |
| Benefits paid (including direct rollovers) | 2019-02-28 | $302,110 |
| Total plan assets at end of year | 2019-02-28 | $347,715 |
| Total plan assets at beginning of year | 2019-02-28 | $280,270 |
| Total contributions received or receivable from participants | 2019-02-28 | $70,178 |
| Net income (gross income less expenses) | 2019-02-28 | $72,871 |
| Net plan assets at end of year (total assets less liabilities) | 2019-02-28 | $339,007 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-02-28 | $266,136 |
| Total contributions received or receivable from employer(s) | 2019-02-28 | $314,108 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-02-28 | $9,305 |
| 2018 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-02-28 | $14,134 |
| Total plan liabilities at beginning of year | 2018-02-28 | $11,564 |
| Total income from all sources | 2018-02-28 | $300,044 |
| Expenses. Total of all expenses incurred | 2018-02-28 | $298,778 |
| Benefits paid (including direct rollovers) | 2018-02-28 | $270,747 |
| Total plan assets at end of year | 2018-02-28 | $280,270 |
| Total plan assets at beginning of year | 2018-02-28 | $276,434 |
| Total contributions received or receivable from participants | 2018-02-28 | $66,542 |
| Net income (gross income less expenses) | 2018-02-28 | $1,266 |
| Net plan assets at end of year (total assets less liabilities) | 2018-02-28 | $266,136 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-02-28 | $264,870 |
| Total contributions received or receivable from employer(s) | 2018-02-28 | $233,502 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-02-28 | $28,031 |
| 2017 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-02-28 | $11,564 |
| Total plan liabilities at beginning of year | 2017-02-28 | $9,056 |
| Total income from all sources | 2017-02-28 | $377,904 |
| Expenses. Total of all expenses incurred | 2017-02-28 | $282,149 |
| Benefits paid (including direct rollovers) | 2017-02-28 | $265,576 |
| Total plan assets at end of year | 2017-02-28 | $276,434 |
| Total plan assets at beginning of year | 2017-02-28 | $178,171 |
| Total contributions received or receivable from participants | 2017-02-28 | $62,660 |
| Net income (gross income less expenses) | 2017-02-28 | $95,755 |
| Net plan assets at end of year (total assets less liabilities) | 2017-02-28 | $264,870 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-02-28 | $169,115 |
| Total contributions received or receivable from employer(s) | 2017-02-28 | $315,244 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-02-28 | $16,573 |
| 2016 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-02-29 | $9,056 |
| Total plan liabilities at beginning of year | 2016-02-29 | $9,498 |
| Total income from all sources | 2016-02-29 | $275,905 |
| Expenses. Total of all expenses incurred | 2016-02-29 | $278,441 |
| Benefits paid (including direct rollovers) | 2016-02-29 | $261,286 |
| Total plan assets at end of year | 2016-02-29 | $178,171 |
| Total plan assets at beginning of year | 2016-02-29 | $181,149 |
| Total contributions received or receivable from participants | 2016-02-29 | $66,820 |
| Net income (gross income less expenses) | 2016-02-29 | $-2,536 |
| Net plan assets at end of year (total assets less liabilities) | 2016-02-29 | $169,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-02-29 | $171,651 |
| Total contributions received or receivable from employer(s) | 2016-02-29 | $209,085 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-02-29 | $17,155 |
| 2015 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-02-28 | $9,498 |
| Total plan liabilities at beginning of year | 2015-02-28 | $29,712 |
| Total income from all sources | 2015-02-28 | $298,199 |
| Expenses. Total of all expenses incurred | 2015-02-28 | $299,657 |
| Benefits paid (including direct rollovers) | 2015-02-28 | $287,464 |
| Total plan assets at end of year | 2015-02-28 | $181,149 |
| Total plan assets at beginning of year | 2015-02-28 | $202,821 |
| Total contributions received or receivable from participants | 2015-02-28 | $57,600 |
| Expenses. Other expenses not covered elsewhere | 2015-02-28 | $12,193 |
| Net income (gross income less expenses) | 2015-02-28 | $-1,458 |
| Net plan assets at end of year (total assets less liabilities) | 2015-02-28 | $171,651 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-02-28 | $173,109 |
| Total contributions received or receivable from employer(s) | 2015-02-28 | $240,599 |
| 2014 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-02-28 | $29,712 |
| Total plan liabilities at beginning of year | 2014-02-28 | $18,842 |
| Total income from all sources | 2014-02-28 | $380,018 |
| Expenses. Total of all expenses incurred | 2014-02-28 | $287,666 |
| Benefits paid (including direct rollovers) | 2014-02-28 | $278,321 |
| Total plan assets at end of year | 2014-02-28 | $202,821 |
| Total plan assets at beginning of year | 2014-02-28 | $99,599 |
| Total contributions received or receivable from participants | 2014-02-28 | $57,985 |
| Expenses. Other expenses not covered elsewhere | 2014-02-28 | $9,345 |
| Net income (gross income less expenses) | 2014-02-28 | $92,352 |
| Net plan assets at end of year (total assets less liabilities) | 2014-02-28 | $173,109 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-02-28 | $80,757 |
| Total contributions received or receivable from employer(s) | 2014-02-28 | $322,033 |
| 2013 : SECURITY GUARDS LOCAL 1412 WELFARE FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-02-28 | $18,842 |
| Total plan liabilities at beginning of year | 2013-02-28 | $7,022 |
| Total income from all sources | 2013-02-28 | $358,406 |
| Expenses. Total of all expenses incurred | 2013-02-28 | $310,073 |
| Benefits paid (including direct rollovers) | 2013-02-28 | $301,210 |
| Total plan assets at end of year | 2013-02-28 | $99,599 |
| Total plan assets at beginning of year | 2013-02-28 | $39,446 |
| Total contributions received or receivable from participants | 2013-02-28 | $51,835 |
| Expenses. Other expenses not covered elsewhere | 2013-02-28 | $8,863 |
| Net income (gross income less expenses) | 2013-02-28 | $48,333 |
| Net plan assets at end of year (total assets less liabilities) | 2013-02-28 | $80,757 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-02-28 | $32,424 |
| Total contributions received or receivable from employer(s) | 2013-02-28 | $306,571 |
| 2022: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2022 form 5500 responses |
|---|
| 2022-03-01 | Type of plan entity | Multi-employer plan |
| 2022-03-01 | Plan is a collectively bargained plan | Yes |
| 2022-03-01 | Plan funding arrangement – Trust | Yes |
| 2022-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-03-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2021 form 5500 responses |
|---|
| 2021-03-01 | Type of plan entity | Multi-employer plan |
| 2021-03-01 | Plan is a collectively bargained plan | Yes |
| 2021-03-01 | Plan funding arrangement – Trust | Yes |
| 2021-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-03-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2020 form 5500 responses |
|---|
| 2020-03-01 | Type of plan entity | Multi-employer plan |
| 2020-03-01 | Plan is a collectively bargained plan | Yes |
| 2020-03-01 | Plan funding arrangement – Trust | Yes |
| 2020-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-03-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2019 form 5500 responses |
|---|
| 2019-03-01 | Type of plan entity | Multi-employer plan |
| 2019-03-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2019-03-01 | Plan is a collectively bargained plan | Yes |
| 2019-03-01 | Plan funding arrangement – Trust | Yes |
| 2019-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-03-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2018 form 5500 responses |
|---|
| 2018-03-01 | Type of plan entity | Multi-employer plan |
| 2018-03-01 | Plan is a collectively bargained plan | Yes |
| 2018-03-01 | Plan funding arrangement – Trust | Yes |
| 2018-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-03-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2017 form 5500 responses |
|---|
| 2017-03-01 | Type of plan entity | Multi-employer plan |
| 2017-03-01 | Plan is a collectively bargained plan | Yes |
| 2017-03-01 | Plan funding arrangement – Trust | Yes |
| 2017-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-03-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2016 form 5500 responses |
|---|
| 2016-03-01 | Type of plan entity | Multi-employer plan |
| 2016-03-01 | Plan is a collectively bargained plan | Yes |
| 2016-03-01 | Plan funding arrangement – Trust | Yes |
| 2016-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-03-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2015 form 5500 responses |
|---|
| 2015-03-01 | Type of plan entity | Multi-employer plan |
| 2015-03-01 | Plan is a collectively bargained plan | Yes |
| 2015-03-01 | Plan funding arrangement – Trust | Yes |
| 2015-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-03-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-03-01 | Type of plan entity | Multi-employer plan |
| 2014-03-01 | Plan is a collectively bargained plan | Yes |
| 2014-03-01 | Plan funding arrangement – Trust | Yes |
| 2014-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-03-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2013 form 5500 responses |
|---|
| 2013-03-01 | Type of plan entity | Multi-employer plan |
| 2013-03-01 | Plan is a collectively bargained plan | Yes |
| 2013-03-01 | Plan funding arrangement – Trust | Yes |
| 2013-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-03-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SECURITY GUARDS LOCAL 1412 WELFARE FUND 2012 form 5500 responses |
|---|
| 2012-03-01 | Type of plan entity | Multi-employer plan |
| 2012-03-01 | First time form 5500 has been submitted | Yes |
| 2012-03-01 | Plan is a collectively bargained plan | Yes |
| 2012-03-01 | Plan funding arrangement – Trust | Yes |
| 2012-03-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-03-01 | Plan benefit arrangement - Trust | Yes |
