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SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 401k Plan overview

Plan NameSOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN
Plan identification number 001

SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

BRD OF TRUST OF THE SOUTHERN COUN- CIL OF INDUSTRIAL WORKERS PEN FUND has sponsored the creation of one or more 401k plans.

Company Name:BRD OF TRUST OF THE SOUTHERN COUN- CIL OF INDUSTRIAL WORKERS PEN FUND
Employer identification number (EIN):620977497
NAIC Classification:321900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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
0012018-01-01
0012017-01-01LARRY MAGARIK LARRY MAGARIK2018-09-17
0012016-01-01LARRY MAGARIK LARRY MAGARIK2017-09-27
0012015-01-01LARRY MAGARIK LARRY MAGARIK2016-08-23
0012014-01-01LARRY MAGARIK LARRY MAGARIK2015-09-18
0012013-01-01STEVE HERRING STEVE HERRING2014-10-13
0012012-01-01STEVE HERRING STEVE HERRING2013-08-12
0012011-01-01STEVE HERRING STEVE HERRING2012-09-28
0012009-01-01STEVE HERRING

Plan Statistics for SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN

401k plan membership statisitcs for SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN

Measure Date Value
2022: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01719
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01217
Number of other retired or separated participants entitled to future benefits2022-01-01438
Total of all active and inactive participants2022-01-01655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0155
Total participants2022-01-01710
Number of employers contributing to the scheme2022-01-011
2021: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01720
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01217
Number of other retired or separated participants entitled to future benefits2021-01-01450
Total of all active and inactive participants2021-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0152
Total participants2021-01-01719
Number of employers contributing to the scheme2021-01-011
2020: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01746
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01219
Number of other retired or separated participants entitled to future benefits2020-01-01451
Total of all active and inactive participants2020-01-01670
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0150
Total participants2020-01-01720
Number of employers contributing to the scheme2020-01-011
2019: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01761
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-01237
Number of other retired or separated participants entitled to future benefits2019-01-01459
Total of all active and inactive participants2019-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0150
Total participants2019-01-01746
Number of employers contributing to the scheme2019-01-011
2018: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01805
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-01249
Number of other retired or separated participants entitled to future benefits2018-01-01462
Total of all active and inactive participants2018-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0150
Total participants2018-01-01761
Number of employers contributing to the scheme2018-01-011
2017: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01812
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-01279
Number of other retired or separated participants entitled to future benefits2017-01-01478
Total of all active and inactive participants2017-01-01757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0148
Total participants2017-01-01805
Number of employers contributing to the scheme2017-01-011
2016: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01818
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01231
Number of other retired or separated participants entitled to future benefits2016-01-01533
Total of all active and inactive participants2016-01-01764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0148
Total participants2016-01-01812
Number of employers contributing to the scheme2016-01-011
2015: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01808
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01235
Number of other retired or separated participants entitled to future benefits2015-01-01539
Total of all active and inactive participants2015-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0144
Total participants2015-01-01818
Number of employers contributing to the scheme2015-01-011
2014: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01816
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01234
Number of other retired or separated participants entitled to future benefits2014-01-01531
Total of all active and inactive participants2014-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0143
Total participants2014-01-01808
Number of employers contributing to the scheme2014-01-011
2013: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01754
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01232
Number of other retired or separated participants entitled to future benefits2013-01-01547
Total of all active and inactive participants2013-01-01779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0137
Total participants2013-01-01816
Number of employers contributing to the scheme2013-01-011
2012: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01854
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01202
Number of other retired or separated participants entitled to future benefits2012-01-01513
Total of all active and inactive participants2012-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0139
Total participants2012-01-01754
Number of employers contributing to the scheme2012-01-011
2011: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01865
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01218
Number of other retired or separated participants entitled to future benefits2011-01-01584
Total of all active and inactive participants2011-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0152
Total participants2011-01-01854
Number of employers contributing to the scheme2011-01-011
2009: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01880
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01215
Number of other retired or separated participants entitled to future benefits2009-01-01609
Total of all active and inactive participants2009-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0148
Total participants2009-01-01872
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-011

Financial Data on SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN

Measure Date Value
2022 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,587,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,283,375
Total income from all sources (including contributions)2022-12-31$15,807
Total of all expenses incurred2022-12-31$317,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$243,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$15,807
Value of total assets at end of year2022-12-31$145,256
Value of total assets at beginning of year2022-12-31$142,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$73,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$19,953
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,582,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$3,268,600
Administrative expenses (other) incurred2022-12-31$14,699
Liabilities. Value of operating payables at end of year2022-12-31$5,164
Liabilities. Value of operating payables at beginning of year2022-12-31$14,775
Total non interest bearing cash at end of year2022-12-31$142,356
Total non interest bearing cash at beginning of year2022-12-31$140,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-301,730
Value of net assets at end of year (total assets less liabilities)2022-12-31$-3,442,708
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-3,140,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$243,885
Contract administrator fees2022-12-31$39,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2022-12-31205520612
2021 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,283,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,960,435
Total income from all sources (including contributions)2021-12-31$15,807
Total of all expenses incurred2021-12-31$332,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$256,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,807
Value of total assets at end of year2021-12-31$142,397
Value of total assets at beginning of year2021-12-31$135,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$19,561
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$3,268,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,957,000
Administrative expenses (other) incurred2021-12-31$17,287
Liabilities. Value of operating payables at end of year2021-12-31$14,775
Liabilities. Value of operating payables at beginning of year2021-12-31$3,435
Total non interest bearing cash at end of year2021-12-31$140,185
Total non interest bearing cash at beginning of year2021-12-31$132,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-316,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$-3,140,978
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-2,824,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$256,658
Contract administrator fees2021-12-31$38,750
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2021-12-31205520612
2020 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,960,435
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,622,600
Total income from all sources (including contributions)2020-12-31$15,807
Total of all expenses incurred2020-12-31$341,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$270,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,807
Value of total assets at end of year2020-12-31$135,906
Value of total assets at beginning of year2020-12-31$123,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$18,302
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,015
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,957,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$2,619,600
Administrative expenses (other) incurred2020-12-31$16,804
Liabilities. Value of operating payables at end of year2020-12-31$3,435
Liabilities. Value of operating payables at beginning of year2020-12-31$3,000
Total non interest bearing cash at end of year2020-12-31$132,394
Total non interest bearing cash at beginning of year2020-12-31$116,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-325,870
Value of net assets at end of year (total assets less liabilities)2020-12-31$-2,824,529
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-2,498,659
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$270,571
Contract administrator fees2020-12-31$36,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2020-12-31205520612
2019 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,622,600
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,622,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,318,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,318,896
Total income from all sources (including contributions)2019-12-31$15,807
Total income from all sources (including contributions)2019-12-31$15,807
Total of all expenses incurred2019-12-31$335,228
Total of all expenses incurred2019-12-31$335,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$266,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$266,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,807
Value of total assets at end of year2019-12-31$123,941
Value of total assets at end of year2019-12-31$123,941
Value of total assets at beginning of year2019-12-31$139,658
Value of total assets at beginning of year2019-12-31$139,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$16,111
Administrative expenses professional fees incurred2019-12-31$16,111
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,807
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,015
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$14,103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,619,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$2,619,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,315,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,315,900
Administrative expenses (other) incurred2019-12-31$15,973
Administrative expenses (other) incurred2019-12-31$15,973
Liabilities. Value of operating payables at end of year2019-12-31$3,000
Liabilities. Value of operating payables at end of year2019-12-31$3,000
Liabilities. Value of operating payables at beginning of year2019-12-31$2,996
Liabilities. Value of operating payables at beginning of year2019-12-31$2,996
Total non interest bearing cash at end of year2019-12-31$116,926
Total non interest bearing cash at end of year2019-12-31$116,926
Total non interest bearing cash at beginning of year2019-12-31$125,555
Total non interest bearing cash at beginning of year2019-12-31$125,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-319,421
Value of net income/loss2019-12-31$-319,421
Value of net assets at end of year (total assets less liabilities)2019-12-31$-2,498,659
Value of net assets at end of year (total assets less liabilities)2019-12-31$-2,498,659
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-2,179,238
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-2,179,238
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$266,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$266,919
Contract administrator fees2019-12-31$36,225
Contract administrator fees2019-12-31$36,225
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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 name2019-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm name2019-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2019-12-31205520612
Accountancy firm EIN2019-12-31205520612
2018 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,318,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,998,532
Total income from all sources (including contributions)2018-12-31$15,807
Total of all expenses incurred2018-12-31$337,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$272,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,807
Value of total assets at end of year2018-12-31$139,658
Value of total assets at beginning of year2018-12-31$140,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$18,953
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$14,103
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$13,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,315,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,991,400
Administrative expenses (other) incurred2018-12-31$10,192
Liabilities. Value of operating payables at end of year2018-12-31$2,996
Liabilities. Value of operating payables at beginning of year2018-12-31$7,132
Total non interest bearing cash at end of year2018-12-31$125,555
Total non interest bearing cash at beginning of year2018-12-31$126,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-321,570
Value of net assets at end of year (total assets less liabilities)2018-12-31$-2,179,238
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-1,857,668
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$272,232
Contract administrator fees2018-12-31$36,000
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2018-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2018-12-31205520612
2017 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,998,532
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,673,627
Total income from all sources (including contributions)2017-12-31$15,807
Total of all expenses incurred2017-12-31$339,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$267,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,807
Value of total assets at end of year2017-12-31$141,040
Value of total assets at beginning of year2017-12-31$139,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$19,788
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$13,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$15,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,991,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,670,800
Administrative expenses (other) incurred2017-12-31$16,308
Liabilities. Value of operating payables at end of year2017-12-31$7,132
Liabilities. Value of operating payables at beginning of year2017-12-31$2,827
Total non interest bearing cash at end of year2017-12-31$126,906
Total non interest bearing cash at beginning of year2017-12-31$123,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-323,279
Value of net assets at end of year (total assets less liabilities)2017-12-31$-1,857,492
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-1,534,213
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
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Employer contributions (assets) at end of year2017-12-31$176
Employer contributions (assets) at beginning of year2017-12-31$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$267,850
Contract administrator fees2017-12-31$35,140
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2017-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2017-12-31205520612
2016 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,673,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,351,422
Total income from all sources (including contributions)2016-12-31$15,807
Total of all expenses incurred2016-12-31$338,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$264,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,807
Value of total assets at end of year2016-12-31$139,414
Value of total assets at beginning of year2016-12-31$140,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$23,357
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$15,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$17,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,670,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,348,600
Administrative expenses (other) incurred2016-12-31$16,638
Liabilities. Value of operating payables at end of year2016-12-31$2,827
Liabilities. Value of operating payables at beginning of year2016-12-31$2,822
Total non interest bearing cash at end of year2016-12-31$123,703
Total non interest bearing cash at beginning of year2016-12-31$122,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-322,942
Value of net assets at end of year (total assets less liabilities)2016-12-31$-1,534,213
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-1,211,271
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
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
Employer contributions (assets) at end of year2016-12-31$175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$264,818
Contract administrator fees2016-12-31$33,936
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2016-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2016-12-31205520612
2015 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,351,422
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$982,798
Total income from all sources (including contributions)2015-12-31$15,807
Total of all expenses incurred2015-12-31$364,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$267,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,807
Value of total assets at end of year2015-12-31$140,151
Value of total assets at beginning of year2015-12-31$120,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$97,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$32,600
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$17,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$20,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,348,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$967,700
Administrative expenses (other) incurred2015-12-31$27,876
Liabilities. Value of operating payables at end of year2015-12-31$2,822
Liabilities. Value of operating payables at beginning of year2015-12-31$15,098
Total non interest bearing cash at end of year2015-12-31$122,716
Total non interest bearing cash at beginning of year2015-12-31$100,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-348,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$-1,211,271
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$-862,285
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$267,777
Contract administrator fees2015-12-31$36,540
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2015-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2015-12-31205520612
2014 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$982,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$617,813
Total income from all sources (including contributions)2014-12-31$15,807
Total of all expenses incurred2014-12-31$383,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$280,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,807
Value of total assets at end of year2014-12-31$120,513
Value of total assets at beginning of year2014-12-31$122,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$40,599
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$20,007
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$4,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$967,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$607,200
Administrative expenses (other) incurred2014-12-31$30,131
Liabilities. Value of operating payables at end of year2014-12-31$15,098
Liabilities. Value of operating payables at beginning of year2014-12-31$10,613
Total non interest bearing cash at end of year2014-12-31$100,506
Total non interest bearing cash at beginning of year2014-12-31$118,356
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-367,310
Value of net assets at end of year (total assets less liabilities)2014-12-31$-862,285
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$-494,975
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$280,719
Contract administrator fees2014-12-31$31,668
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2014-12-31205520612
2013 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$617,813
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$284,342
Total income from all sources (including contributions)2013-12-31$15,807
Total of all expenses incurred2013-12-31$416,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,807
Value of total assets at end of year2013-12-31$122,838
Value of total assets at beginning of year2013-12-31$190,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$139,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$43,368
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$4,482
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,764
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$607,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$275,500
Administrative expenses (other) incurred2013-12-31$29,513
Liabilities. Value of operating payables at end of year2013-12-31$10,613
Liabilities. Value of operating payables at beginning of year2013-12-31$8,842
Total non interest bearing cash at end of year2013-12-31$118,356
Total non interest bearing cash at beginning of year2013-12-31$159,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-401,046
Value of net assets at end of year (total assets less liabilities)2013-12-31$-494,975
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$-93,929
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
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,662
Contract administrator fees2013-12-31$66,310
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2013-12-31205520612
2012 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$284,342
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$256,068
Total income from all sources (including contributions)2012-12-31$31,913
Total of all expenses incurred2012-12-31$495,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$310,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,807
Value of total assets at end of year2012-12-31$190,413
Value of total assets at beginning of year2012-12-31$625,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$184,651
Total interest from all sources2012-12-31$7,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Administrative expenses professional fees incurred2012-12-31$69,273
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$30,764
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$8,018
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$275,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$252,165
Other income not declared elsewhere2012-12-31$8,708
Administrative expenses (other) incurred2012-12-31$43,417
Liabilities. Value of operating payables at end of year2012-12-31$8,842
Liabilities. Value of operating payables at beginning of year2012-12-31$3,903
Total non interest bearing cash at end of year2012-12-31$159,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-463,418
Value of net assets at end of year (total assets less liabilities)2012-12-31$-93,929
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$369,489
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$23,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$212,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$212,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$404,863
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$310,680
Contract administrator fees2012-12-31$48,340
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2012-12-31205520612
2011 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$256,068
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$243,232
Total income from all sources (including contributions)2011-12-31$38,379
Total loss/gain on sale of assets2011-12-31$1,989
Total of all expenses incurred2011-12-31$546,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$358,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$15,807
Value of total assets at end of year2011-12-31$625,557
Value of total assets at beginning of year2011-12-31$1,120,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$187,489
Total interest from all sources2011-12-31$20,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Administrative expenses professional fees incurred2011-12-31$34,539
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$8,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$10,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$252,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$240,562
Administrative expenses (other) incurred2011-12-31$57,660
Liabilities. Value of operating payables at end of year2011-12-31$3,903
Liabilities. Value of operating payables at beginning of year2011-12-31$2,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-508,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$369,489
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$877,573
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$66,490
Income. Interest from US Government securities2011-12-31$1,466
Income. Interest from corporate debt instruments2011-12-31$2,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$212,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$340,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$340,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$404,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$329,157
Asset value of US Government securities at beginning of year2011-12-31$302,237
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$358,974
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$138,777
Contract administrator fees2011-12-31$28,800
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
Aggregate proceeds on sale of assets2011-12-31$1,602,552
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,600,563
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 name2011-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2011-12-31205520612
2010 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,121
Total unrealized appreciation/depreciation of assets2010-12-31$7,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$243,232
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$331,083
Total income from all sources (including contributions)2010-12-31$121,170
Total loss/gain on sale of assets2010-12-31$14,896
Total of all expenses incurred2010-12-31$521,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$350,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,807
Value of total assets at end of year2010-12-31$1,120,805
Value of total assets at beginning of year2010-12-31$1,608,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$170,517
Total interest from all sources2010-12-31$34,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Administrative expenses professional fees incurred2010-12-31$44,434
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$15,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$10,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$42,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$240,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$318,645
Other income not declared elsewhere2010-12-31$48,791
Administrative expenses (other) incurred2010-12-31$45,140
Liabilities. Value of operating payables at end of year2010-12-31$2,670
Liabilities. Value of operating payables at beginning of year2010-12-31$12,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-400,323
Value of net assets at end of year (total assets less liabilities)2010-12-31$877,573
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,277,896
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$52,143
Income. Interest from US Government securities2010-12-31$10,676
Income. Interest from corporate debt instruments2010-12-31$10,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$340,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$555,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$555,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$12,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$329,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$106,640
Asset value of US Government securities at end of year2010-12-31$302,237
Asset value of US Government securities at beginning of year2010-12-31$637,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$350,976
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$138,777
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$266,991
Contract administrator fees2010-12-31$28,800
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
Aggregate proceeds on sale of assets2010-12-31$2,894,694
Aggregate carrying amount (costs) on sale of assets2010-12-31$2,879,798
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 name2010-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2010-12-31205520612
2009 : SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN

2022: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SOUTHERN COUNCIL OF INDUSTRIAL WORKERS PENSION 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 2772
Policy instance 1
Insurance contract or identification numberGAC 2772
Number of Individuals Covered27
Insurance policy start date2012-01-01
Insurance policy end date2012-11-06
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 2772
Policy instance 1
Insurance contract or identification numberGAC 2772
Number of Individuals Covered273
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract numberGAC 2772
Policy instance 1
Insurance contract or identification numberGAC 2772
Number of Individuals Covered272
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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