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PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 401k Plan overview

Plan NamePLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN
Plan identification number 001

PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES, PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10
Employer identification number (EIN):541739199
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DOUG IRWIN
0012016-01-01DOUG IRWIN
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01STUART WATERS
0012011-01-01STUART WATERS
0012009-01-01STUART WATERS
0012009-01-01STUART WATERS

Plan Statistics for PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN

401k plan membership statisitcs for PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2022: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,427
Total number of active participants reported on line 7a of the Form 55002022-01-011,505
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-011,537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,537
Number of participants with account balances2022-01-011,537
Number of employers contributing to the scheme2022-01-0145
2021: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,312
Total number of active participants reported on line 7a of the Form 55002021-01-011,401
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0124
Total of all active and inactive participants2021-01-011,427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,427
Number of participants with account balances2021-01-011,427
Number of employers contributing to the scheme2021-01-0141
2020: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,984
Total number of active participants reported on line 7a of the Form 55002020-01-011,288
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0123
Total of all active and inactive participants2020-01-011,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,312
Number of participants with account balances2020-01-011,312
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 scheme2020-01-0135
2019: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,913
Total number of active participants reported on line 7a of the Form 55002019-01-011,917
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-011,984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,984
Number of participants with account balances2019-01-011,984
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 scheme2019-01-0135
2018: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,815
Total number of active participants reported on line 7a of the Form 55002018-01-011,846
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0167
Total of all active and inactive participants2018-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,913
Number of participants with account balances2018-01-011,913
Number of employers contributing to the scheme2018-01-0136
2017: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,348
Total number of active participants reported on line 7a of the Form 55002017-01-011,748
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-011,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,815
Number of participants with account balances2017-01-011,815
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 scheme2017-01-0138
2016: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,289
Total number of active participants reported on line 7a of the Form 55002016-01-011,348
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,348
Number of participants with account balances2016-01-011,348
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 scheme2016-01-0134
2015: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,285
Total number of active participants reported on line 7a of the Form 55002015-01-011,285
Number of other retired or separated participants entitled to future benefits2015-01-014
Total of all active and inactive participants2015-01-011,289
Total participants2015-01-011,289
Number of participants with account balances2015-01-011,289
Number of employers contributing to the scheme2015-01-0148
2014: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,405
Total number of active participants reported on line 7a of the Form 55002014-01-011,281
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-011,285
Total participants2014-01-011,285
Number of participants with account balances2014-01-011,285
Number of employers contributing to the scheme2014-01-0141
2013: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,439
Total number of active participants reported on line 7a of the Form 55002013-01-011,336
Number of other retired or separated participants entitled to future benefits2013-01-0166
Total of all active and inactive participants2013-01-011,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-011,405
Number of participants with account balances2013-01-011,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
Number of employers contributing to the scheme2013-01-0133
2012: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,444
Total number of active participants reported on line 7a of the Form 55002012-01-011,342
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-011,428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0111
Total participants2012-01-011,439
Number of participants with account balances2012-01-011,342
Number of employers contributing to the scheme2012-01-0130
2011: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,502
Total number of active participants reported on line 7a of the Form 55002011-01-011,349
Number of other retired or separated participants entitled to future benefits2011-01-0186
Total of all active and inactive participants2011-01-011,435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-019
Total participants2011-01-011,444
Number of participants with account balances2011-01-011,349
Number of employers contributing to the scheme2011-01-0130
2009: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,591
Total number of active participants reported on line 7a of the Form 55002009-01-011,453
Number of other retired or separated participants entitled to future benefits2009-01-01107
Total of all active and inactive participants2009-01-011,560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0114
Total participants2009-01-011,574
Number of participants with account balances2009-01-011,453
Number of employers contributing to the scheme2009-01-0136

Financial Data on PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2022 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$129,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$129,979
Total income from all sources (including contributions)2022-12-31$-5,234,054
Total of all expenses incurred2022-12-31$3,465,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,253,007
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,071,222
Value of total assets at end of year2022-12-31$46,657,532
Value of total assets at beginning of year2022-12-31$55,358,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$212,793
Total interest from all sources2022-12-31$84,454
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$68,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$68,360
Administrative expenses professional fees incurred2022-12-31$19,071
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$700,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$8,074
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,989
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$126,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,271
Other income not declared elsewhere2022-12-31$88
Administrative expenses (other) incurred2022-12-31$40,462
Liabilities. Value of operating payables at end of year2022-12-31$129,225
Liabilities. Value of operating payables at beginning of year2022-12-31$129,979
Total non interest bearing cash at end of year2022-12-31$185,673
Total non interest bearing cash at beginning of year2022-12-31$354,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,699,854
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,528,307
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$55,228,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$107,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,882,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,239,817
Value of interest in pooled separate accounts at end of year2022-12-31$38,060,940
Value of interest in pooled separate accounts at beginning of year2022-12-31$46,467,834
Interest earned on other investments2022-12-31$84,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,229,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,937,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-639,888
Net investment gain/loss from pooled separate accounts2022-12-31$-7,818,290
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$2,944,280
Employer contributions (assets) at end of year2022-12-31$291,095
Employer contributions (assets) at beginning of year2022-12-31$346,228
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,253,007
Contract administrator fees2022-12-31$45,600
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2022-12-31621802605
2021 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$129,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$96,420
Total income from all sources (including contributions)2021-12-31$9,908,866
Total of all expenses incurred2021-12-31$1,868,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,668,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,237,512
Value of total assets at end of year2021-12-31$55,358,140
Value of total assets at beginning of year2021-12-31$47,284,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$200,598
Total interest from all sources2021-12-31$79,515
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$66,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$66,690
Administrative expenses professional fees incurred2021-12-31$17,266
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$700,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$3,235,798
Amount contributed by the employer to the plan for this plan year2021-12-31$3,235,798
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,989
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,274
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,714
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,271
Other income not declared elsewhere2021-12-31$2,309
Administrative expenses (other) incurred2021-12-31$30,507
Liabilities. Value of operating payables at end of year2021-12-31$129,979
Liabilities. Value of operating payables at beginning of year2021-12-31$96,420
Total non interest bearing cash at end of year2021-12-31$354,139
Total non interest bearing cash at beginning of year2021-12-31$345,631
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$8,040,039
Value of net assets at end of year (total assets less liabilities)2021-12-31$55,228,161
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$47,188,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$107,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,239,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,705,694
Value of interest in pooled separate accounts at end of year2021-12-31$46,467,834
Value of interest in pooled separate accounts at beginning of year2021-12-31$39,662,302
Interest earned on other investments2021-12-31$79,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,937,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,318,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$349,888
Net investment gain/loss from pooled separate accounts2021-12-31$6,172,952
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$3,235,798
Employer contributions (assets) at end of year2021-12-31$346,228
Employer contributions (assets) at beginning of year2021-12-31$250,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,668,229
Contract administrator fees2021-12-31$45,600
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2021-12-31621802605
2020 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$96,420
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$101,343
Total income from all sources (including contributions)2020-12-31$8,447,683
Total of all expenses incurred2020-12-31$3,457,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,229,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,737,802
Value of total assets at end of year2020-12-31$47,284,542
Value of total assets at beginning of year2020-12-31$42,299,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$227,704
Total interest from all sources2020-12-31$78,315
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$47,361
Administrative expenses professional fees incurred2020-12-31$22,367
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$700,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$2,734,942
Amount contributed by the employer to the plan for this plan year2020-12-31$2,734,942
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,274
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,435
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,860
Other income not declared elsewhere2020-12-31$114,046
Administrative expenses (other) incurred2020-12-31$26,888
Liabilities. Value of operating payables at end of year2020-12-31$96,420
Liabilities. Value of operating payables at beginning of year2020-12-31$101,343
Total non interest bearing cash at end of year2020-12-31$345,631
Total non interest bearing cash at beginning of year2020-12-31$349,383
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$4,990,358
Value of net assets at end of year (total assets less liabilities)2020-12-31$47,188,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$42,197,764
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$132,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,705,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,209,183
Value of interest in pooled separate accounts at end of year2020-12-31$39,662,302
Value of interest in pooled separate accounts at beginning of year2020-12-31$35,516,597
Interest earned on other investments2020-12-31$78,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,318,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,919,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$286,547
Net investment gain/loss from pooled separate accounts2020-12-31$5,183,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,734,942
Employer contributions (assets) at end of year2020-12-31$250,579
Employer contributions (assets) at beginning of year2020-12-31$299,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,229,621
Contract administrator fees2020-12-31$45,600
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2020-12-31621802605
2019 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$101,343
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$101,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$73,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$73,756
Total income from all sources (including contributions)2019-12-31$9,404,000
Total income from all sources (including contributions)2019-12-31$9,404,000
Total of all expenses incurred2019-12-31$1,787,775
Total of all expenses incurred2019-12-31$1,787,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,525,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,525,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,871,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,871,979
Value of total assets at end of year2019-12-31$42,299,107
Value of total assets at end of year2019-12-31$42,299,107
Value of total assets at beginning of year2019-12-31$34,655,295
Value of total assets at beginning of year2019-12-31$34,655,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$262,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$262,038
Total interest from all sources2019-12-31$96,435
Total interest from all sources2019-12-31$96,435
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$52,802
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$52,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$52,802
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$52,802
Administrative expenses professional fees incurred2019-12-31$20,729
Administrative expenses professional fees incurred2019-12-31$20,729
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$700,000
Value of fidelity bond cover2019-12-31$700,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$2,865,600
Amount contributed by the employer to the plan for this plan year2019-12-31$2,865,600
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,435
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,435
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,278
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,278
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,379
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,379
Other income not declared elsewhere2019-12-31$130
Other income not declared elsewhere2019-12-31$130
Administrative expenses (other) incurred2019-12-31$44,381
Administrative expenses (other) incurred2019-12-31$44,381
Liabilities. Value of operating payables at end of year2019-12-31$101,343
Liabilities. Value of operating payables at end of year2019-12-31$101,343
Liabilities. Value of operating payables at beginning of year2019-12-31$73,756
Liabilities. Value of operating payables at beginning of year2019-12-31$73,756
Total non interest bearing cash at end of year2019-12-31$349,383
Total non interest bearing cash at end of year2019-12-31$349,383
Total non interest bearing cash at beginning of year2019-12-31$335,498
Total non interest bearing cash at beginning of year2019-12-31$335,498
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$7,616,225
Value of net income/loss2019-12-31$7,616,225
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,197,764
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,197,764
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,581,539
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$34,581,539
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$151,328
Investment advisory and management fees2019-12-31$151,328
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,209,183
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,209,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,723,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,723,828
Value of interest in pooled separate accounts at end of year2019-12-31$35,516,597
Value of interest in pooled separate accounts at end of year2019-12-31$35,516,597
Value of interest in pooled separate accounts at beginning of year2019-12-31$28,807,123
Value of interest in pooled separate accounts at beginning of year2019-12-31$28,807,123
Interest earned on other investments2019-12-31$96,435
Interest earned on other investments2019-12-31$96,435
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,919,218
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,919,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,571,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,571,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$399,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$399,640
Net investment gain/loss from pooled separate accounts2019-12-31$5,983,014
Net investment gain/loss from pooled separate accounts2019-12-31$5,983,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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$2,865,600
Contributions received in cash from employer2019-12-31$2,865,600
Employer contributions (assets) at end of year2019-12-31$299,291
Employer contributions (assets) at end of year2019-12-31$299,291
Employer contributions (assets) at beginning of year2019-12-31$213,464
Employer contributions (assets) at beginning of year2019-12-31$213,464
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,525,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,525,737
Contract administrator fees2019-12-31$45,600
Contract administrator fees2019-12-31$45,600
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
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 name2019-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm name2019-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2019-12-31621802605
Accountancy firm EIN2019-12-31621802605
2018 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$73,756
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$81,754
Total income from all sources (including contributions)2018-12-31$1,005,737
Total of all expenses incurred2018-12-31$2,078,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,823,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,622,368
Value of total assets at end of year2018-12-31$34,655,295
Value of total assets at beginning of year2018-12-31$35,735,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$254,664
Total interest from all sources2018-12-31$67,619
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$23,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$23,501
Administrative expenses professional fees incurred2018-12-31$25,790
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$700,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$2,615,320
Amount contributed by the employer to the plan for this plan year2018-12-31$2,615,320
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,278
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$3,748
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$7,048
Other income not declared elsewhere2018-12-31$237
Administrative expenses (other) incurred2018-12-31$37,488
Liabilities. Value of operating payables at end of year2018-12-31$73,756
Liabilities. Value of operating payables at beginning of year2018-12-31$81,754
Total non interest bearing cash at end of year2018-12-31$335,498
Total non interest bearing cash at beginning of year2018-12-31$366,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,072,607
Value of net assets at end of year (total assets less liabilities)2018-12-31$34,581,539
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$35,654,146
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$145,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,723,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$154,747
Value of interest in pooled separate accounts at end of year2018-12-31$28,807,123
Value of interest in pooled separate accounts at beginning of year2018-12-31$31,540,238
Interest earned on other investments2018-12-31$67,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,571,104
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,418,378
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-191,940
Net investment gain/loss from pooled separate accounts2018-12-31$-1,516,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,615,320
Employer contributions (assets) at end of year2018-12-31$213,464
Employer contributions (assets) at beginning of year2018-12-31$252,690
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,823,680
Contract administrator fees2018-12-31$45,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2018-12-31621802605
2017 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2017 401k financial data
Total transfer of assets to this plan2017-12-31$10,714,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$81,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$75,722
Total income from all sources (including contributions)2017-12-31$7,053,446
Total of all expenses incurred2017-12-31$1,885,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,643,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,388,147
Value of total assets at end of year2017-12-31$35,735,900
Value of total assets at beginning of year2017-12-31$19,847,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$242,274
Total interest from all sources2017-12-31$59,072
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,802
Administrative expenses professional fees incurred2017-12-31$33,311
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$2,277,358
Amount contributed by the employer to the plan for this plan year2017-12-31$2,277,358
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$3,748
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$8,137
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$110,789
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10
Other income not declared elsewhere2017-12-31$2,197
Administrative expenses (other) incurred2017-12-31$36,138
Liabilities. Value of operating payables at end of year2017-12-31$81,754
Liabilities. Value of operating payables at beginning of year2017-12-31$75,722
Total non interest bearing cash at end of year2017-12-31$366,099
Total non interest bearing cash at beginning of year2017-12-31$197,496
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$5,167,512
Value of net assets at end of year (total assets less liabilities)2017-12-31$35,654,146
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,772,163
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$127,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$154,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$64,331
Value of interest in pooled separate accounts at end of year2017-12-31$31,540,238
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,538,334
Interest earned on other investments2017-12-31$57,706
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,418,378
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,905,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,504
Net investment gain/loss from pooled separate accounts2017-12-31$4,584,724
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$2,277,358
Employer contributions (assets) at end of year2017-12-31$252,690
Employer contributions (assets) at beginning of year2017-12-31$134,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,643,660
Contract administrator fees2017-12-31$45,600
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2017-12-31621802605
2016 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$75,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,489
Total income from all sources (including contributions)2016-12-31$2,703,182
Total of all expenses incurred2016-12-31$2,010,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,831,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,633,748
Value of total assets at end of year2016-12-31$19,847,885
Value of total assets at beginning of year2016-12-31$19,095,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$179,476
Total interest from all sources2016-12-31$52,692
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,012
Administrative expenses professional fees incurred2016-12-31$29,296
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,628,371
Amount contributed by the employer to the plan for this plan year2016-12-31$1,628,371
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$8,137
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$5,243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,767
Other income not declared elsewhere2016-12-31$6,301
Administrative expenses (other) incurred2016-12-31$35,312
Liabilities. Value of operating payables at end of year2016-12-31$75,722
Liabilities. Value of operating payables at beginning of year2016-12-31$1,722
Total non interest bearing cash at end of year2016-12-31$197,496
Total non interest bearing cash at beginning of year2016-12-31$213,152
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$692,498
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,772,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,079,665
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$83,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$64,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$55,222
Value of interest in pooled separate accounts at end of year2016-12-31$16,538,334
Value of interest in pooled separate accounts at beginning of year2016-12-31$15,744,725
Interest earned on other investments2016-12-31$52,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,905,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,965,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,057
Net investment gain/loss from pooled separate accounts2016-12-31$1,002,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,628,371
Employer contributions (assets) at end of year2016-12-31$134,159
Employer contributions (assets) at beginning of year2016-12-31$111,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,831,208
Contract administrator fees2016-12-31$31,200
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DANIELS, IRWIN & AYLOR CPAS
Accountancy firm EIN2016-12-31621802605
2015 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,326
Total income from all sources (including contributions)2015-12-31$1,694,245
Total of all expenses incurred2015-12-31$1,491,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,401,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,497,473
Value of total assets at end of year2015-12-31$19,095,154
Value of total assets at beginning of year2015-12-31$18,891,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$89,689
Total interest from all sources2015-12-31$39,812
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$819
Administrative expenses professional fees incurred2015-12-31$28,349
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,691,511
Amount contributed by the employer to the plan for this plan year2015-12-31$1,691,511
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,403
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$9,639
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,425
Administrative expenses (other) incurred2015-12-31$30,140
Liabilities. Value of operating payables at end of year2015-12-31$1,722
Liabilities. Value of operating payables at beginning of year2015-12-31$1,901
Total non interest bearing cash at end of year2015-12-31$213,152
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$202,831
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,079,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,876,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$55,222
Value of interest in pooled separate accounts at end of year2015-12-31$15,744,725
Value of interest in pooled separate accounts at beginning of year2015-12-31$15,532,401
Interest earned on other investments2015-12-31$39,812
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$286,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$286,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,965,221
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,819,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,493
Net investment gain/loss from pooled separate accounts2015-12-31$158,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,492,070
Employer contributions (assets) at end of year2015-12-31$111,591
Employer contributions (assets) at beginning of year2015-12-31$243,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,401,725
Contract administrator fees2015-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,531
Total income from all sources (including contributions)2014-12-31$2,830,212
Total of all expenses incurred2014-12-31$1,210,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,115,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,719,949
Value of total assets at end of year2014-12-31$18,891,160
Value of total assets at beginning of year2014-12-31$17,285,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$94,179
Total interest from all sources2014-12-31$37,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$28,859
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,845,600
Amount contributed by the employer to the plan for this plan year2014-12-31$1,845,600
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$9,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$10,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$19,828
Other income not declared elsewhere2014-12-31$5,914
Administrative expenses (other) incurred2014-12-31$34,120
Liabilities. Value of operating payables at end of year2014-12-31$1,901
Liabilities. Value of operating payables at beginning of year2014-12-31$8,703
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$1,620,161
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,876,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,256,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,300,248
Value of interest in pooled separate accounts at end of year2014-12-31$15,532,401
Interest earned on other investments2014-12-31$37,390
Value of interest in common/collective trusts at beginning of year2014-12-31$2,594,379
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$286,517
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$184,987
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$184,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$18
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,819,048
Net investment gain/loss from pooled separate accounts2014-12-31$1,066,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,719,949
Employer contributions (assets) at end of year2014-12-31$243,555
Employer contributions (assets) at beginning of year2014-12-31$195,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,115,872
Contract administrator fees2014-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$28,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$8,498
Total income from all sources (including contributions)2013-12-31$4,084,014
Total of all expenses incurred2013-12-31$2,619,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,319,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,388,072
Value of total assets at end of year2013-12-31$17,285,204
Value of total assets at beginning of year2013-12-31$15,801,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$300,650
Total interest from all sources2013-12-31$48
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$144,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$144,885
Administrative expenses professional fees incurred2013-12-31$22,807
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,386,584
Amount contributed by the employer to the plan for this plan year2013-12-31$1,386,584
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$10,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$5,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$19,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,498
Administrative expenses (other) incurred2013-12-31$196,270
Liabilities. Value of operating payables at end of year2013-12-31$8,703
Liabilities. Value of operating payables at beginning of year2013-12-31$6,000
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$1,464,062
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,256,673
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,792,611
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$50,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,300,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,420,103
Value of interest in common/collective trusts at end of year2013-12-31$2,594,379
Value of interest in common/collective trusts at beginning of year2013-12-31$2,969,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$184,987
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$230,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$230,805
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$48
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,529,455
Net investment gain or loss from common/collective trusts2013-12-31$21,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,386,752
Employer contributions (assets) at end of year2013-12-31$195,300
Employer contributions (assets) at beginning of year2013-12-31$175,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,319,302
Contract administrator fees2013-12-31$31,200
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,836
Total income from all sources (including contributions)2012-12-31$3,927,011
Total of all expenses incurred2012-12-31$1,798,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,482,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,262,813
Value of total assets at end of year2012-12-31$15,801,109
Value of total assets at beginning of year2012-12-31$13,682,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$316,217
Total interest from all sources2012-12-31$106
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$201,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$201,354
Administrative expenses professional fees incurred2012-12-31$16,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,906,900
Amount contributed by the employer to the plan for this plan year2012-12-31$1,906,900
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$355,913
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$5,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,201
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,430
Other income not declared elsewhere2012-12-31$4,700
Administrative expenses (other) incurred2012-12-31$180,672
Liabilities. Value of operating payables at end of year2012-12-31$6,000
Liabilities. Value of operating payables at beginning of year2012-12-31$16,406
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$2,128,218
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,792,611
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,664,393
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$73,451
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,420,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,265,261
Value of interest in common/collective trusts at end of year2012-12-31$2,969,103
Value of interest in common/collective trusts at beginning of year2012-12-31$3,074,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$230,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$147,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$147,924
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,426,277
Net investment gain or loss from common/collective trusts2012-12-31$31,761
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,906,900
Employer contributions (assets) at end of year2012-12-31$175,395
Employer contributions (assets) at beginning of year2012-12-31$188,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,482,576
Contract administrator fees2012-12-31$45,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,409
Total income from all sources (including contributions)2011-12-31$1,521,426
Total of all expenses incurred2011-12-31$1,083,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$758,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,612,500
Value of total assets at end of year2011-12-31$13,682,229
Value of total assets at beginning of year2011-12-31$13,238,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$324,733
Total interest from all sources2011-12-31$114
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$135,705
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$135,705
Administrative expenses professional fees incurred2011-12-31$15,291
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$700,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,612,500
Amount contributed by the employer to the plan for this plan year2011-12-31$1,612,500
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,188
Other income not declared elsewhere2011-12-31$7,261
Administrative expenses (other) incurred2011-12-31$227,309
Liabilities. Value of operating payables at end of year2011-12-31$16,406
Liabilities. Value of operating payables at beginning of year2011-12-31$10,221
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$438,407
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,664,393
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,225,986
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$33,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,265,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,865,662
Value of interest in common/collective trusts at end of year2011-12-31$3,074,039
Value of interest in common/collective trusts at beginning of year2011-12-31$2,868,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$147,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$273,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$273,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$91,014
Net investment gain or loss from common/collective trusts2011-12-31$-325,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,612,500
Employer contributions (assets) at end of year2011-12-31$188,804
Employer contributions (assets) at beginning of year2011-12-31$226,665
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$758,286
Contract administrator fees2011-12-31$48,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$50,456
Total income from all sources (including contributions)2010-12-31$2,879,625
Total of all expenses incurred2010-12-31$1,930,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,594,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,692,478
Value of total assets at end of year2010-12-31$13,238,395
Value of total assets at beginning of year2010-12-31$12,327,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$335,716
Total interest from all sources2010-12-31$107
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$143,003
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$143,003
Administrative expenses professional fees incurred2010-12-31$17,731
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$700,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$46,381
Other income not declared elsewhere2010-12-31$10,980
Administrative expenses (other) incurred2010-12-31$261,842
Liabilities. Value of operating payables at end of year2010-12-31$10,221
Liabilities. Value of operating payables at beginning of year2010-12-31$4,075
Total non interest bearing cash at beginning of year2010-12-31$14,475
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$949,232
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,225,986
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,276,754
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$14,563
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,865,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,701,896
Value of interest in common/collective trusts at end of year2010-12-31$2,868,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$273,939
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$421,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$421,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$662,288
Net investment gain or loss from common/collective trusts2010-12-31$370,769
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,692,478
Employer contributions (assets) at end of year2010-12-31$226,665
Employer contributions (assets) at beginning of year2010-12-31$185,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,594,677
Contract administrator fees2010-12-31$41,580
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN

2022: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 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: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 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: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 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: PLUMBERS & STEAMFITTERS UNION LOCAL NO. 10 INDIVIDUAL ACCOUNT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1537
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1427
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1312
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1984
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1913
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1815
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1289
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074130
Policy instance 1
Insurance contract or identification number074130
Number of Individuals Covered1285
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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