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IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 401k Plan overview

Plan NameIRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND
Plan identification number 001

IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, IRC-FM IN S.C. AND CABINET MAKERS, has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IRC-FM IN S.C. AND CABINET MAKERS,
Employer identification number (EIN):516034191
NAIC Classification:337000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND

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
0012017-01-01DENISE WAMPLER
0012016-01-01KRISTEN CASE
0012015-01-01DENISE WAMPLER
0012014-01-01DENISE WAMPLER
0012013-01-01REGINA TAYLOR
0012012-01-01REGINA TAYLOR
0012011-01-01REGINA TAYLOR
0012009-01-01PATRICK MCGINN JOHN SANDBERG2010-10-13

Plan Statistics for IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND

401k plan membership statisitcs for IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND

Measure Date Value
2022: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,153
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01495
Number of other retired or separated participants entitled to future benefits2022-01-01515
Total of all active and inactive participants2022-01-011,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01121
Total participants2022-01-011,131
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-011
2021: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,187
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01502
Number of other retired or separated participants entitled to future benefits2021-01-01535
Total of all active and inactive participants2021-01-011,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01116
Total participants2021-01-011,153
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-011
2020: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,223
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01513
Number of other retired or separated participants entitled to future benefits2020-01-01562
Total of all active and inactive participants2020-01-011,075
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01112
Total participants2020-01-011,187
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-011
2019: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,265
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01507
Number of other retired or separated participants entitled to future benefits2019-01-01602
Total of all active and inactive participants2019-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01114
Total participants2019-01-011,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-011
2018: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,285
Number of retired or separated participants receiving benefits2018-01-01496
Number of other retired or separated participants entitled to future benefits2018-01-01656
Total of all active and inactive participants2018-01-011,152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01113
Total participants2018-01-011,265
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-011
2017: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,338
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01465
Number of other retired or separated participants entitled to future benefits2017-01-01709
Total of all active and inactive participants2017-01-011,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01111
Total participants2017-01-011,285
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-011
2016: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,446
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01461
Number of other retired or separated participants entitled to future benefits2016-01-01762
Total of all active and inactive participants2016-01-011,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01115
Total participants2016-01-011,338
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-011
2015: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,474
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01467
Number of other retired or separated participants entitled to future benefits2015-01-01866
Total of all active and inactive participants2015-01-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01113
Total participants2015-01-011,446
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-011
2014: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,496
Number of retired or separated participants receiving benefits2014-01-01476
Number of other retired or separated participants entitled to future benefits2014-01-01886
Total of all active and inactive participants2014-01-011,362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01112
Total participants2014-01-011,474
Number of employers contributing to the scheme2014-01-011
2013: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,538
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01471
Number of other retired or separated participants entitled to future benefits2013-01-01913
Total of all active and inactive participants2013-01-011,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01112
Total participants2013-01-011,496
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-013
2012: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,525
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01491
Number of other retired or separated participants entitled to future benefits2012-01-01932
Total of all active and inactive participants2012-01-011,423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01115
Total participants2012-01-011,538
Number of participants with account balances2012-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-013
2011: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,562
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01466
Number of other retired or separated participants entitled to future benefits2011-01-01928
Total of all active and inactive participants2011-01-011,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01131
Total participants2011-01-011,525
Number of participants with account balances2011-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,656
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-01483
Number of other retired or separated participants entitled to future benefits2009-01-01792
Total of all active and inactive participants2009-01-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01113
Total participants2009-01-011,590
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-013

Financial Data on IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND

Measure Date Value
2022 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$9,048
Total income from all sources (including contributions)2022-12-31$1,000,664
Total of all expenses incurred2022-12-31$1,038,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$922,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,000,664
Value of total assets at end of year2022-12-31$287,982
Value of total assets at beginning of year2022-12-31$321,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$115,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$40,578
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$801,000
Administrative expenses (other) incurred2022-12-31$43,806
Liabilities. Value of operating payables at end of year2022-12-31$13,487
Liabilities. Value of operating payables at beginning of year2022-12-31$9,048
Total non interest bearing cash at end of year2022-12-31$270,470
Total non interest bearing cash at beginning of year2022-12-31$301,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-37,625
Value of net assets at end of year (total assets less liabilities)2022-12-31$274,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$312,120
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
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$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$922,615
Contract administrator fees2022-12-31$31,290
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$17,512
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$19,926
Did the plan have assets held for investment2022-12-31No
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 name2022-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2022-12-31952036255
2021 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$9,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,132
Total income from all sources (including contributions)2021-12-31$1,103,464
Total of all expenses incurred2021-12-31$1,062,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$927,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,103,464
Value of total assets at end of year2021-12-31$321,168
Value of total assets at beginning of year2021-12-31$279,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$135,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$65,104
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$903,800
Administrative expenses (other) incurred2021-12-31$38,983
Liabilities. Value of operating payables at end of year2021-12-31$9,048
Liabilities. Value of operating payables at beginning of year2021-12-31$8,132
Total non interest bearing cash at end of year2021-12-31$301,242
Total non interest bearing cash at beginning of year2021-12-31$266,833
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$41,103
Value of net assets at end of year (total assets less liabilities)2021-12-31$312,120
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$271,017
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
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$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$927,179
Contract administrator fees2021-12-31$31,095
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$19,926
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$12,316
Did the plan have assets held for investment2021-12-31No
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 name2021-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2021-12-31952036255
2020 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,489
Total income from all sources (including contributions)2020-12-31$1,177,236
Total of all expenses incurred2020-12-31$1,093,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$945,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,176,864
Value of total assets at end of year2020-12-31$279,149
Value of total assets at beginning of year2020-12-31$209,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$147,669
Total interest from all sources2020-12-31$372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$77,365
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$977,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$124
Administrative expenses (other) incurred2020-12-31$38,479
Liabilities. Value of operating payables at end of year2020-12-31$8,132
Liabilities. Value of operating payables at beginning of year2020-12-31$22,489
Total non interest bearing cash at end of year2020-12-31$266,833
Total non interest bearing cash at beginning of year2020-12-31$74,298
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$83,815
Value of net assets at end of year (total assets less liabilities)2020-12-31$271,017
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$187,202
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$113,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$945,752
Contract administrator fees2020-12-31$31,825
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$12,316
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$21,303
Did the plan have assets held for investment2020-12-31No
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 PBGC2020-12-31Yes
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2020-12-31952036255
2019 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,489
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$67,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$67,367
Total income from all sources (including contributions)2019-12-31$236,619
Total income from all sources (including contributions)2019-12-31$236,619
Total of all expenses incurred2019-12-31$1,278,978
Total of all expenses incurred2019-12-31$1,278,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,048,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,048,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$199,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$199,664
Value of total assets at end of year2019-12-31$209,691
Value of total assets at end of year2019-12-31$209,691
Value of total assets at beginning of year2019-12-31$1,296,928
Value of total assets at beginning of year2019-12-31$1,296,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,017
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$230,017
Total interest from all sources2019-12-31$1,316
Total interest from all sources2019-12-31$1,316
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,178
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,178
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,178
Administrative expenses professional fees incurred2019-12-31$88,659
Administrative expenses professional fees incurred2019-12-31$88,659
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$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$124
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,355
Administrative expenses (other) incurred2019-12-31$102,201
Administrative expenses (other) incurred2019-12-31$102,201
Liabilities. Value of operating payables at end of year2019-12-31$22,489
Liabilities. Value of operating payables at end of year2019-12-31$22,489
Liabilities. Value of operating payables at beginning of year2019-12-31$67,367
Liabilities. Value of operating payables at beginning of year2019-12-31$67,367
Total non interest bearing cash at end of year2019-12-31$74,298
Total non interest bearing cash at end of year2019-12-31$74,298
Total non interest bearing cash at beginning of year2019-12-31$169,943
Total non interest bearing cash at beginning of year2019-12-31$169,943
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,042,359
Value of net income/loss2019-12-31$-1,042,359
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,202
Value of net assets at end of year (total assets less liabilities)2019-12-31$187,202
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,229,561
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,229,561
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
Investment advisory and management fees2019-12-31$2,488
Investment advisory and management fees2019-12-31$2,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$113,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,078,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,078,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$33,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$33,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$199,664
Contributions received in cash from employer2019-12-31$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,048,961
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,048,961
Contract administrator fees2019-12-31$36,669
Contract administrator fees2019-12-31$36,669
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
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$21,303
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$21,303
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$23,263
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$23,263
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
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
Aggregate proceeds on sale of assets2019-12-31$566
Aggregate proceeds on sale of assets2019-12-31$566
Aggregate carrying amount (costs) on sale of assets2019-12-31$566
Aggregate carrying amount (costs) on sale of assets2019-12-31$566
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 name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm name2019-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2019-12-31952036255
Accountancy firm EIN2019-12-31952036255
2018 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$67,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$85,122
Total income from all sources (including contributions)2018-12-31$183,534
Total of all expenses incurred2018-12-31$1,466,441
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,245,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$199,664
Value of total assets at end of year2018-12-31$1,296,928
Value of total assets at beginning of year2018-12-31$2,597,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$221,198
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$46,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$46,484
Administrative expenses professional fees incurred2018-12-31$115,599
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,355
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$30,945
Administrative expenses (other) incurred2018-12-31$65,574
Liabilities. Value of operating payables at end of year2018-12-31$67,367
Liabilities. Value of operating payables at beginning of year2018-12-31$85,122
Total non interest bearing cash at end of year2018-12-31$169,943
Total non interest bearing cash at beginning of year2018-12-31$206,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,282,907
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,229,561
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,512,468
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$3,870
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,078,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,348,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-62,614
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$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,245,243
Contract administrator fees2018-12-31$36,155
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$23,263
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$11,500
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$297,066
Aggregate carrying amount (costs) on sale of assets2018-12-31$297,066
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 name2018-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2018-12-31952036255
2017 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$85,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$43,706
Total income from all sources (including contributions)2017-12-31$424,601
Total of all expenses incurred2017-12-31$1,338,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,065,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$199,664
Value of total assets at end of year2017-12-31$2,597,590
Value of total assets at beginning of year2017-12-31$3,470,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$273,605
Total interest from all sources2017-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$62,926
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$62,926
Administrative expenses professional fees incurred2017-12-31$161,375
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$30,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$28,910
Other income not declared elsewhere2017-12-31$36,653
Administrative expenses (other) incurred2017-12-31$72,470
Liabilities. Value of operating payables at end of year2017-12-31$85,122
Liabilities. Value of operating payables at beginning of year2017-12-31$43,706
Total non interest bearing cash at end of year2017-12-31$206,642
Total non interest bearing cash at beginning of year2017-12-31$28,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-914,071
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,512,468
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,426,539
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$4,273
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,348,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,312,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$46,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$46,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$125,316
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$199,664
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$49,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,065,067
Contract administrator fees2017-12-31$35,487
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$11,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$3,392
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$297,066
Aggregate carrying amount (costs) on sale of assets2017-12-31$297,066
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 name2017-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2017-12-31952036255
2016 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,359
Total income from all sources (including contributions)2016-12-31$359,371
Total of all expenses incurred2016-12-31$1,147,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$928,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$199,664
Value of total assets at end of year2016-12-31$3,470,245
Value of total assets at beginning of year2016-12-31$4,240,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$218,987
Total interest from all sources2016-12-31$445
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$73,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$73,965
Administrative expenses professional fees incurred2016-12-31$96,536
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$28,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$42,972
Administrative expenses (other) incurred2016-12-31$73,543
Liabilities. Value of operating payables at end of year2016-12-31$43,706
Liabilities. Value of operating payables at beginning of year2016-12-31$26,359
Total non interest bearing cash at end of year2016-12-31$28,774
Total non interest bearing cash at beginning of year2016-12-31$282,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-787,964
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,426,539
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,214,503
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$13,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,312,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,930,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$46,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$17,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$42,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$199,664
Employer contributions (assets) at end of year2016-12-31$49,916
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$928,348
Contract administrator fees2016-12-31$35,714
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,392
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$11,433
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,432,121
Aggregate carrying amount (costs) on sale of assets2016-12-31$4,432,121
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 name2016-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-12-31952036255
2015 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,724
Total income from all sources (including contributions)2015-12-31$200,640
Total of all expenses incurred2015-12-31$1,110,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$926,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$199,664
Value of total assets at end of year2015-12-31$4,240,862
Value of total assets at beginning of year2015-12-31$5,137,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$183,396
Total interest from all sources2015-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$106,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$106,827
Administrative expenses professional fees incurred2015-12-31$52,323
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$60,499
Liabilities. Value of operating payables at end of year2015-12-31$26,359
Liabilities. Value of operating payables at beginning of year2015-12-31$13,724
Total non interest bearing cash at end of year2015-12-31$282,220
Total non interest bearing cash at beginning of year2015-12-31$186,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-909,724
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,214,503
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,124,227
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$34,673
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,930,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,926,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$12,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$12,841
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-105,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$926,968
Contract administrator fees2015-12-31$35,901
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$11,433
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$12,020
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,005,455
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,005,455
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 name2015-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-12-31952036255
2014 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$9,606
Total unrealized appreciation/depreciation of assets2014-12-31$9,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,993
Total income from all sources (including contributions)2014-12-31$417,549
Total of all expenses incurred2014-12-31$1,119,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$940,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$199,664
Value of total assets at end of year2014-12-31$5,137,951
Value of total assets at beginning of year2014-12-31$5,848,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$179,555
Total interest from all sources2014-12-31$11,634
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$113,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$113,095
Administrative expenses professional fees incurred2014-12-31$69,500
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$317,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2
Administrative expenses (other) incurred2014-12-31$38,109
Liabilities. Value of operating payables at end of year2014-12-31$13,724
Liabilities. Value of operating payables at beginning of year2014-12-31$21,993
Total non interest bearing cash at end of year2014-12-31$186,869
Total non interest bearing cash at beginning of year2014-12-31$143,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-702,134
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,124,227
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,826,361
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$36,049
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,926,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,272,668
Interest earned on other investments2014-12-31$11,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$12,841
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$91,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$91,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$199,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$940,128
Contract administrator fees2014-12-31$35,897
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$12,020
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$23,116
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$9,062,083
Aggregate carrying amount (costs) on sale of assets2014-12-31$9,062,083
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 name2014-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-12-31952036255
2013 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$194,849
Total unrealized appreciation/depreciation of assets2013-12-31$194,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$21,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$91,651
Total income from all sources (including contributions)2013-12-31$1,170,384
Total loss/gain on sale of assets2013-12-31$-166,236
Total of all expenses incurred2013-12-31$1,168,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$983,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$858,343
Value of total assets at end of year2013-12-31$5,848,354
Value of total assets at beginning of year2013-12-31$5,915,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$185,106
Total interest from all sources2013-12-31$31,900
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$130,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$130,317
Administrative expenses professional fees incurred2013-12-31$75,752
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$317,739
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$869,125
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1
Administrative expenses (other) incurred2013-12-31$39,731
Liabilities. Value of operating payables at end of year2013-12-31$21,993
Liabilities. Value of operating payables at beginning of year2013-12-31$91,651
Total non interest bearing cash at end of year2013-12-31$143,271
Total non interest bearing cash at beginning of year2013-12-31$180,401
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,206
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,826,361
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,824,155
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$33,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,272,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,697,945
Interest earned on other investments2013-12-31$31,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$91,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$138,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$138,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$121,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$858,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$983,072
Contract administrator fees2013-12-31$36,219
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$23,116
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$29,504
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$580,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$746,236
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 name2013-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-12-31952036255
2012 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$60,646
Total unrealized appreciation/depreciation of assets2012-12-31$60,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$91,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$31,197
Total income from all sources (including contributions)2012-12-31$965,539
Total of all expenses incurred2012-12-31$1,314,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,029,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$215,553
Value of total assets at end of year2012-12-31$5,915,806
Value of total assets at beginning of year2012-12-31$6,204,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$284,919
Total interest from all sources2012-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$189,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2012-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$189,721
Administrative expenses professional fees incurred2012-12-31$174,397
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-315709616
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$869,125
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,224,136
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,105
Other income not declared elsewhere2012-12-31$59,400
Administrative expenses (other) incurred2012-12-31$38,664
Liabilities. Value of operating payables at end of year2012-12-31$91,651
Liabilities. Value of operating payables at beginning of year2012-12-31$28,092
Total non interest bearing cash at end of year2012-12-31$180,401
Total non interest bearing cash at beginning of year2012-12-31$-13,210
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$-349,231
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,824,155
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,173,386
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$35,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,697,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,851,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$138,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$115,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$115,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$440,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$215,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,029,851
Contract administrator fees2012-12-31$36,286
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$29,504
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$26,583
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 name2012-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-12-31952036255
2011 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$52,779
Total unrealized appreciation/depreciation of assets2011-12-31$52,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$31,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,158
Total income from all sources (including contributions)2011-12-31$252,720
Total of all expenses incurred2011-12-31$1,247,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,026,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$83,307
Value of total assets at end of year2011-12-31$6,204,583
Value of total assets at beginning of year2011-12-31$7,190,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$220,760
Total interest from all sources2011-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$235,631
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$235,631
Administrative expenses professional fees incurred2011-12-31$89,457
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-312087120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,224,136
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$1,567,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$16,010
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,715
Other income not declared elsewhere2011-12-31$109,468
Administrative expenses (other) incurred2011-12-31$38,726
Liabilities. Value of operating payables at end of year2011-12-31$28,092
Liabilities. Value of operating payables at beginning of year2011-12-31$15,443
Total non interest bearing cash at end of year2011-12-31$-13,210
Total non interest bearing cash at beginning of year2011-12-31$-8,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-994,326
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,173,386
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,167,712
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$48,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,851,080
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,344,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$115,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$232,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$232,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-228,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$83,307
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$7,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,026,286
Contract administrator fees2011-12-31$43,666
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$26,583
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$32,058
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 name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$167,031
Total unrealized appreciation/depreciation of assets2010-12-31$167,031
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$41,371
Total income from all sources (including contributions)2010-12-31$1,070,746
Total of all expenses incurred2010-12-31$1,298,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,077,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$150,460
Value of total assets at end of year2010-12-31$7,190,870
Value of total assets at beginning of year2010-12-31$7,437,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$221,043
Total interest from all sources2010-12-31$58
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$246,896
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$246,896
Administrative expenses professional fees incurred2010-12-31$103,663
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-312087120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$1,567,240
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,461,172
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$16,010
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,715
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,501
Other income not declared elsewhere2010-12-31$98,717
Administrative expenses (other) incurred2010-12-31$38,803
Liabilities. Value of operating payables at end of year2010-12-31$15,443
Liabilities. Value of operating payables at beginning of year2010-12-31$27,870
Total non interest bearing cash at end of year2010-12-31$-8,801
Total non interest bearing cash at beginning of year2010-12-31$-8,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-228,214
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,167,712
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,395,926
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$36,154
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,344,564
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,796,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$232,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$144,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$144,833
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$58
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$407,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$150,460
Employer contributions (assets) at end of year2010-12-31$7,010
Employer contributions (assets) at beginning of year2010-12-31$9,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,077,917
Contract administrator fees2010-12-31$42,423
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$32,058
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$27,424
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 name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255
2009 : IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-312087120
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND

2022: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRC-FM IN SOUTHERN CALIFORNIA AND CABINET MAKERS, MILLMEN AND INDUSTRIAL CARPENTERS LOCAL 721 PENSION TRUST FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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