INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : IBEW EMPLOYEES' 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-15,709,938 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,456,737 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,337,107 |
Value of total corrective distributions | 2022-12-31 | $11,032 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,501,360 |
Value of total assets at end of year | 2022-12-31 | $120,030,741 |
Value of total assets at beginning of year | 2022-12-31 | $144,197,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $108,598 |
Total interest from all sources | 2022-12-31 | $361,083 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $42,150 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $42,150 |
Administrative expenses professional fees incurred | 2022-12-31 | $108,598 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $6,759,690 |
Participant contributions at end of year | 2022-12-31 | $1,408,417 |
Participant contributions at beginning of year | 2022-12-31 | $1,565,418 |
Participant contributions at end of year | 2022-12-31 | $41,150 |
Participant contributions at beginning of year | 2022-12-31 | $94,508 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $721,097 |
Other income not declared elsewhere | 2022-12-31 | $50,000 |
Total non interest bearing cash at end of year | 2022-12-31 | $5,282 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $66,154 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-24,166,675 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $120,030,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $144,197,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $21,052,021 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $27,320,599 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $48,235,662 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $60,279,877 |
Interest on participant loans | 2022-12-31 | $71,581 |
Interest earned on other investments | 2022-12-31 | $289,502 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $25,861,708 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $30,571,052 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $23,392,390 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $24,229,417 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-11,110,098 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-5,601,681 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $1,020,573 |
Employer contributions (assets) at end of year | 2022-12-31 | $34,111 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $70,391 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,337,107 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WITHUMSMITH+BROWN |
Accountancy firm EIN | 2022-12-31 | 222027092 |
2021 : IBEW EMPLOYEES' 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $27,786,336 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,146,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $8,122,961 |
Value of total corrective distributions | 2021-12-31 | $10,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,177,564 |
Value of total assets at end of year | 2021-12-31 | $144,197,416 |
Value of total assets at beginning of year | 2021-12-31 | $124,557,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,028 |
Total interest from all sources | 2021-12-31 | $371,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $24,790 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $24,790 |
Administrative expenses professional fees incurred | 2021-12-31 | $13,028 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $6,596,446 |
Participant contributions at end of year | 2021-12-31 | $1,565,418 |
Participant contributions at beginning of year | 2021-12-31 | $1,335,052 |
Participant contributions at end of year | 2021-12-31 | $94,508 |
Participant contributions at beginning of year | 2021-12-31 | $128,273 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,500,163 |
Other income not declared elsewhere | 2021-12-31 | $50,000 |
Total non interest bearing cash at end of year | 2021-12-31 | $66,154 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $35,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $19,639,562 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $144,197,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $124,557,854 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $27,320,599 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $22,568,175 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $60,279,877 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $53,195,684 |
Interest on participant loans | 2021-12-31 | $71,313 |
Interest earned on other investments | 2021-12-31 | $300,094 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $30,571,052 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $23,376,901 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $24,229,417 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $23,845,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,579,853 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $6,764,336 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $6,818,386 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $1,080,955 |
Employer contributions (assets) at end of year | 2021-12-31 | $70,391 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $71,873 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $8,122,961 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WITHUMSMITH+BROWN |
Accountancy firm EIN | 2021-12-31 | 222027092 |
2020 : IBEW EMPLOYEES' 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $26,157,888 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,718,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,634,154 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $54,497 |
Value of total corrective distributions | 2020-12-31 | $20,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,827,040 |
Value of total assets at end of year | 2020-12-31 | $124,557,854 |
Value of total assets at beginning of year | 2020-12-31 | $104,118,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $9,612 |
Total interest from all sources | 2020-12-31 | $426,458 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $46,199 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $46,199 |
Administrative expenses professional fees incurred | 2020-12-31 | $9,612 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $6,159,954 |
Participant contributions at end of year | 2020-12-31 | $1,335,052 |
Participant contributions at beginning of year | 2020-12-31 | $1,540,928 |
Participant contributions at end of year | 2020-12-31 | $128,273 |
Participant contributions at beginning of year | 2020-12-31 | $165,875 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $729,042 |
Other income not declared elsewhere | 2020-12-31 | $50,000 |
Total non interest bearing cash at end of year | 2020-12-31 | $35,934 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $322,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $20,438,943 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $124,557,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $104,118,911 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $22,568,175 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $18,238,861 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $53,195,684 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $45,286,393 |
Interest on participant loans | 2020-12-31 | $80,930 |
Interest earned on other investments | 2020-12-31 | $345,528 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $23,376,901 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $18,912,089 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $23,845,962 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $19,578,626 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $5,147,062 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $9,083,270 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,577,859 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $938,044 |
Employer contributions (assets) at end of year | 2020-12-31 | $71,873 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $73,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,634,154 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | WITHUMSMITH&BROWN |
Accountancy firm EIN | 2020-12-31 | 222027092 |
2019 : IBEW EMPLOYEES' 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $27,123,612 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $10,681,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $10,612,960 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $59,150 |
Value of total corrective distributions | 2019-12-31 | $5,460 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,980,281 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,980,281 |
Value of total assets at end of year | 2019-12-31 | $104,118,911 |
Value of total assets at end of year | 2019-12-31 | $104,118,911 |
Value of total assets at beginning of year | 2019-12-31 | $87,676,918 |
Value of total assets at beginning of year | 2019-12-31 | $87,676,918 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,049 |
Total interest from all sources | 2019-12-31 | $428,460 |
Total interest from all sources | 2019-12-31 | $428,460 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $61,641 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $61,641 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $61,641 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $61,641 |
Administrative expenses professional fees incurred | 2019-12-31 | $4,049 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $6,136,232 |
Contributions received from participants | 2019-12-31 | $6,136,232 |
Participant contributions at end of year | 2019-12-31 | $1,540,928 |
Participant contributions at end of year | 2019-12-31 | $1,540,928 |
Participant contributions at beginning of year | 2019-12-31 | $1,721,251 |
Participant contributions at beginning of year | 2019-12-31 | $1,721,251 |
Participant contributions at end of year | 2019-12-31 | $165,875 |
Participant contributions at end of year | 2019-12-31 | $165,875 |
Participant contributions at beginning of year | 2019-12-31 | $178,026 |
Participant contributions at beginning of year | 2019-12-31 | $178,026 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,041,423 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,041,423 |
Other income not declared elsewhere | 2019-12-31 | $50,000 |
Total non interest bearing cash at end of year | 2019-12-31 | $322,750 |
Total non interest bearing cash at end of year | 2019-12-31 | $322,750 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $263,936 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $263,936 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $16,441,993 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $104,118,911 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $104,118,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $87,676,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $87,676,918 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,238,861 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,238,861 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,504,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,504,251 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $45,286,393 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $45,286,393 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $36,759,229 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $36,759,229 |
Interest on participant loans | 2019-12-31 | $87,333 |
Interest on participant loans | 2019-12-31 | $87,333 |
Interest earned on other investments | 2019-12-31 | $341,127 |
Interest earned on other investments | 2019-12-31 | $341,127 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $18,912,089 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $18,912,089 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $14,969,920 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $14,969,920 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,578,626 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $19,578,626 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $18,236,959 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $18,236,959 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $4,707,432 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $9,186,706 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,709,092 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,709,092 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $802,626 |
Contributions received in cash from employer | 2019-12-31 | $802,626 |
Employer contributions (assets) at end of year | 2019-12-31 | $73,389 |
Employer contributions (assets) at end of year | 2019-12-31 | $73,389 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $43,346 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $43,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $10,612,960 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | WITHUMSMITH&BROWN |
Accountancy firm EIN | 2019-12-31 | 222027092 |
2018 : IBEW EMPLOYEES' 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $4,142,761 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $7,769,724 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,700,465 |
Value of total corrective distributions | 2018-12-31 | $65,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $6,762,164 |
Value of total assets at end of year | 2018-12-31 | $87,676,918 |
Value of total assets at beginning of year | 2018-12-31 | $91,303,881 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,018 |
Total interest from all sources | 2018-12-31 | $373,351 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $74,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $74,365 |
Administrative expenses professional fees incurred | 2018-12-31 | $4,018 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,790,124 |
Participant contributions at end of year | 2018-12-31 | $1,721,251 |
Participant contributions at beginning of year | 2018-12-31 | $1,735,250 |
Participant contributions at end of year | 2018-12-31 | $221,372 |
Participant contributions at beginning of year | 2018-12-31 | $237,034 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $215,045 |
Other income not declared elsewhere | 2018-12-31 | $250,000 |
Total non interest bearing cash at end of year | 2018-12-31 | $263,936 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-3,626,963 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $87,676,918 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $91,303,881 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,504,251 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,512,463 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $36,759,229 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $39,912,458 |
Interest on participant loans | 2018-12-31 | $82,433 |
Interest earned on other investments | 2018-12-31 | $290,918 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $14,969,920 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $15,982,642 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $18,236,959 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $16,924,034 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-506,410 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-2,127,400 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-683,309 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $756,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,700,465 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | WITHUMSMITH&BROWN |
Accountancy firm EIN | 2018-12-31 | 222027092 |
2017 : IBEW EMPLOYEES' 401(K) PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $18,562,312 |
Total of all expenses incurred | 2017-12-31 | $4,155,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $4,000,583 |
Value of total corrective distributions | 2017-12-31 | $98,078 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,006,123 |
Value of total assets at end of year | 2017-12-31 | $91,303,881 |
Value of total assets at beginning of year | 2017-12-31 | $76,896,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,421 |
Total interest from all sources | 2017-12-31 | $314,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,083,496 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,083,496 |
Administrative expenses professional fees incurred | 2017-12-31 | $56,421 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $5,713,172 |
Participant contributions at end of year | 2017-12-31 | $1,735,250 |
Participant contributions at beginning of year | 2017-12-31 | $1,506,469 |
Participant contributions at end of year | 2017-12-31 | $237,034 |
Participant contributions at beginning of year | 2017-12-31 | $139,675 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $641,942 |
Other income not declared elsewhere | 2017-12-31 | $50,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $14,407,230 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $91,303,881 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $76,896,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,512,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $11,455,402 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $39,912,458 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $34,836,147 |
Interest on participant loans | 2017-12-31 | $67,379 |
Interest earned on other investments | 2017-12-31 | $247,248 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $15,982,642 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $12,491,431 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $16,924,034 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $16,467,527 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,635,918 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $4,645,226 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,826,922 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $651,009 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,000,583 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2017-12-31 | 470900880 |
2016 : IBEW EMPLOYEES' 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $11,092,250 |
Total of all expenses incurred | 2016-12-31 | $5,536,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,481,685 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,528,065 |
Value of total assets at end of year | 2016-12-31 | $76,896,651 |
Value of total assets at beginning of year | 2016-12-31 | $71,340,416 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $54,330 |
Total interest from all sources | 2016-12-31 | $274,779 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $427,046 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $427,046 |
Administrative expenses professional fees incurred | 2016-12-31 | $54,330 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $5,324,449 |
Participant contributions at end of year | 2016-12-31 | $1,506,469 |
Participant contributions at beginning of year | 2016-12-31 | $1,430,489 |
Participant contributions at end of year | 2016-12-31 | $139,675 |
Participant contributions at beginning of year | 2016-12-31 | $202,899 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $607,140 |
Other income not declared elsewhere | 2016-12-31 | $50,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,556,235 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $76,896,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $71,340,416 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $11,455,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $11,602,150 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $34,836,147 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $33,133,614 |
Interest on participant loans | 2016-12-31 | $64,206 |
Interest earned on other investments | 2016-12-31 | $210,573 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $12,491,431 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $11,031,298 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $16,467,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $13,939,966 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-86,023 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $2,518,215 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,380,168 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $596,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,481,685 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2016-12-31 | 470900880 |
2015 : IBEW EMPLOYEES' 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $6,836,839 |
Total of all expenses incurred | 2015-12-31 | $5,509,516 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,474,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,078,988 |
Value of total assets at end of year | 2015-12-31 | $71,340,416 |
Value of total assets at beginning of year | 2015-12-31 | $70,013,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $34,938 |
Total interest from all sources | 2015-12-31 | $264,639 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $593,513 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $593,513 |
Administrative expenses professional fees incurred | 2015-12-31 | $34,938 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $5,098,729 |
Participant contributions at end of year | 2015-12-31 | $1,430,489 |
Participant contributions at beginning of year | 2015-12-31 | $1,278,820 |
Participant contributions at end of year | 2015-12-31 | $202,899 |
Participant contributions at beginning of year | 2015-12-31 | $196,505 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $361,274 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,327,323 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $71,340,416 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $70,013,093 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $11,602,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $10,176,876 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $33,133,614 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $33,850,264 |
Interest on participant loans | 2015-12-31 | $56,600 |
Interest earned on other investments | 2015-12-31 | $208,039 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $11,031,298 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $11,025,306 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $13,939,966 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $13,485,322 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-53,363 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-189,098 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $142,160 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $618,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,474,578 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2015-12-31 | 470900880 |
2014 : IBEW EMPLOYEES' 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $10,311,754 |
Total of all expenses incurred | 2014-12-31 | $2,924,802 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,921,264 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,393,197 |
Value of total assets at end of year | 2014-12-31 | $70,013,093 |
Value of total assets at beginning of year | 2014-12-31 | $62,626,141 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,538 |
Total interest from all sources | 2014-12-31 | $264,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $442,417 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $442,417 |
Administrative expenses professional fees incurred | 2014-12-31 | $3,538 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $4,817,454 |
Participant contributions at end of year | 2014-12-31 | $1,278,820 |
Participant contributions at beginning of year | 2014-12-31 | $1,316,170 |
Participant contributions at end of year | 2014-12-31 | $196,505 |
Participant contributions at beginning of year | 2014-12-31 | $97,381 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,019,087 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $7,386,952 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $70,013,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $62,626,141 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $10,176,876 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $8,721,486 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $33,850,264 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $31,815,332 |
Interest on participant loans | 2014-12-31 | $52,888 |
Interest earned on other investments | 2014-12-31 | $211,471 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $11,025,306 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $8,149,953 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $13,485,322 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $12,525,819 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $178,366 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,808,376 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,225,039 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $556,656 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,921,264 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2014-12-31 | 470900880 |
2013 : IBEW EMPLOYEES' 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $16,684,713 |
Total of all expenses incurred | 2013-12-31 | $4,820,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,815,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,108,687 |
Value of total assets at end of year | 2013-12-31 | $62,626,141 |
Value of total assets at beginning of year | 2013-12-31 | $50,761,444 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,425 |
Total interest from all sources | 2013-12-31 | $272,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $51,690 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $51,690 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $4,500,453 |
Participant contributions at end of year | 2013-12-31 | $1,316,170 |
Participant contributions at beginning of year | 2013-12-31 | $1,141,340 |
Participant contributions at end of year | 2013-12-31 | $97,381 |
Participant contributions at beginning of year | 2013-12-31 | $101,660 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,086,177 |
Administrative expenses (other) incurred | 2013-12-31 | $4,425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $11,864,697 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $62,626,141 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $50,761,444 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $8,721,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $6,358,285 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $31,815,332 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $25,327,290 |
Interest on participant loans | 2013-12-31 | $46,697 |
Interest earned on other investments | 2013-12-31 | $225,694 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,149,953 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $5,982,070 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $12,525,819 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $11,850,799 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,905,247 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $6,419,523 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,927,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $522,057 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,815,591 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2013-12-31 | 470900880 |
2012 : IBEW EMPLOYEES' 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $10,680,153 |
Total of all expenses incurred | 2012-12-31 | $3,506,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,502,866 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,449,245 |
Value of total assets at end of year | 2012-12-31 | $50,761,444 |
Value of total assets at beginning of year | 2012-12-31 | $43,587,851 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,694 |
Total interest from all sources | 2012-12-31 | $279,673 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $30,497 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $30,497 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,348,142 |
Participant contributions at end of year | 2012-12-31 | $1,141,340 |
Participant contributions at beginning of year | 2012-12-31 | $931,749 |
Participant contributions at end of year | 2012-12-31 | $101,660 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $618,983 |
Administrative expenses (other) incurred | 2012-12-31 | $3,694 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $7,173,593 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $50,761,444 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $43,587,851 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $6,358,285 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $25,327,290 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $32,883,556 |
Interest on participant loans | 2012-12-31 | $44,767 |
Interest earned on other investments | 2012-12-31 | $234,906 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $5,982,070 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $11,850,799 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $9,772,546 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $4,379,579 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $541,159 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $482,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,502,866 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2012-12-31 | 470900880 |
2011 : IBEW EMPLOYEES' 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $5,024,898 |
Total of all expenses incurred | 2011-12-31 | $2,607,554 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,603,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,051,229 |
Value of total assets at end of year | 2011-12-31 | $43,587,851 |
Value of total assets at beginning of year | 2011-12-31 | $41,170,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,670 |
Total interest from all sources | 2011-12-31 | $275,849 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,265,934 |
Participant contributions at end of year | 2011-12-31 | $931,749 |
Participant contributions at beginning of year | 2011-12-31 | $895,918 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $326,470 |
Other income not declared elsewhere | 2011-12-31 | $244 |
Administrative expenses (other) incurred | 2011-12-31 | $3,670 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,417,344 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $43,587,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $41,170,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $32,883,556 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $31,951,561 |
Interest on participant loans | 2011-12-31 | $44,522 |
Interest earned on other investments | 2011-12-31 | $231,327 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $9,772,546 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $8,323,028 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-302,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $458,825 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,603,884 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2011-12-31 | 470900880 |
2010 : IBEW EMPLOYEES' 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $9,785,939 |
Total of all expenses incurred | 2010-12-31 | $2,476,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,469,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,160,663 |
Value of total assets at end of year | 2010-12-31 | $41,170,507 |
Value of total assets at beginning of year | 2010-12-31 | $33,861,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,004 |
Total interest from all sources | 2010-12-31 | $265,725 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,971,565 |
Participant contributions at end of year | 2010-12-31 | $895,918 |
Participant contributions at beginning of year | 2010-12-31 | $742,499 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $756,103 |
Administrative expenses (other) incurred | 2010-12-31 | $7,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $7,309,193 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $41,170,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $33,861,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $31,951,561 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $25,579,520 |
Interest on participant loans | 2010-12-31 | $45,089 |
Interest earned on other investments | 2010-12-31 | $220,636 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $8,323,028 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $7,539,295 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $4,359,551 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $432,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,469,742 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | CALIBRE CPA GROUP PLLC |
Accountancy firm EIN | 2010-12-31 | 470900880 |