MCWANE, INC. has sponsored the creation of one or more 401k plans.
Additional information about MCWANE, INC.
Submission information for form 5500 for 401k plan TYLER UNION HOURLY PENSION PLAN
Measure | Date | Value |
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2022: TYLER UNION HOURLY PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 54,015,479 |
Acturial value of plan assets | 2022-12-31 | 51,115,175 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 24,770,888 |
Number of terminated vested participants | 2022-12-31 | 64 |
Fundng target for terminated vested participants | 2022-12-31 | 1,831,725 |
Active participant vested funding target | 2022-12-31 | 8,599,094 |
Number of active participants | 2022-12-31 | 153 |
Total funding liabilities for active participants | 2022-12-31 | 8,741,180 |
Total participant count | 2022-12-31 | 638 |
Total funding target for all participants | 2022-12-31 | 35,343,793 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 2,450,958 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 2,450,958 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 2,731,593 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 210 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: TYLER UNION HOURLY PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 6,020,180 |
Acturial value of plan assets | 2021-12-31 | 5,508,567 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,613,669 |
Number of terminated vested participants | 2021-12-31 | 31 |
Fundng target for terminated vested participants | 2021-12-31 | 240,436 |
Active participant vested funding target | 2021-12-31 | 1,673,129 |
Number of active participants | 2021-12-31 | 93 |
Total funding liabilities for active participants | 2021-12-31 | 1,759,072 |
Total participant count | 2021-12-31 | 220 |
Total funding target for all participants | 2021-12-31 | 3,613,177 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 456,736 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 456,736 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 120,986 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 127,737 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 511,818 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 89 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 45 |
Total of all active and inactive participants | 2021-01-01 | 210 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: TYLER UNION HOURLY PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 7,803,642 |
Acturial value of plan assets | 2020-12-31 | 7,611,712 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,715,962 |
Number of terminated vested participants | 2020-12-31 | 127 |
Fundng target for terminated vested participants | 2020-12-31 | 1,829,682 |
Active participant vested funding target | 2020-12-31 | 1,675,592 |
Number of active participants | 2020-12-31 | 95 |
Total funding liabilities for active participants | 2020-12-31 | 1,770,384 |
Total participant count | 2020-12-31 | 327 |
Total funding target for all participants | 2020-12-31 | 5,316,028 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 398,583 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 398,583 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 547,290 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 578,650 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 456,737 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 127,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 120,986 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 120,986 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 96 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 31 |
Total of all active and inactive participants | 2020-01-01 | 220 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: TYLER UNION HOURLY PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 6,436,134 |
Acturial value of plan assets | 2019-12-31 | 6,737,625 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,764,431 |
Number of terminated vested participants | 2019-12-31 | 131 |
Fundng target for terminated vested participants | 2019-12-31 | 1,793,224 |
Active participant vested funding target | 2019-12-31 | 1,651,703 |
Number of active participants | 2019-12-31 | 102 |
Total funding liabilities for active participants | 2019-12-31 | 1,756,440 |
Total participant count | 2019-12-31 | 346 |
Total funding target for all participants | 2019-12-31 | 5,314,095 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 414,802 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 414,802 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 398,583 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 600,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 547,290 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 547,290 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 346 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 105 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 127 |
Total of all active and inactive participants | 2019-01-01 | 327 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 327 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: TYLER UNION HOURLY PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 6,905,477 |
Acturial value of plan assets | 2018-12-31 | 6,645,220 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,643,206 |
Number of terminated vested participants | 2018-12-31 | 101 |
Fundng target for terminated vested participants | 2018-12-31 | 1,300,490 |
Active participant vested funding target | 2018-12-31 | 1,997,288 |
Number of active participants | 2018-12-31 | 140 |
Total funding liabilities for active participants | 2018-12-31 | 2,160,420 |
Total participant count | 2018-12-31 | 365 |
Total funding target for all participants | 2018-12-31 | 5,104,116 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 363,383 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 363,383 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 699,465 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 742,132 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 414,802 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 365 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 113 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 131 |
Total of all active and inactive participants | 2018-01-01 | 346 |
Total participants | 2018-01-01 | 346 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: TYLER UNION HOURLY PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 5,611,740 |
Acturial value of plan assets | 2017-12-31 | 5,762,436 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,793,669 |
Number of terminated vested participants | 2017-12-31 | 98 |
Fundng target for terminated vested participants | 2017-12-31 | 1,116,591 |
Active participant vested funding target | 2017-12-31 | 1,900,426 |
Number of active participants | 2017-12-31 | 154 |
Total funding liabilities for active participants | 2017-12-31 | 2,063,044 |
Total participant count | 2017-12-31 | 384 |
Total funding target for all participants | 2017-12-31 | 4,973,304 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 345,881 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 345,881 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 196,111 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 208,446 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 363,383 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 766,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 699,465 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 699,465 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 140 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 124 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 101 |
Total of all active and inactive participants | 2017-01-01 | 365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 365 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 7 |
2016: TYLER UNION HOURLY PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 5,387,502 |
Acturial value of plan assets | 2016-12-31 | 5,629,049 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,932,300 |
Number of terminated vested participants | 2016-12-31 | 93 |
Fundng target for terminated vested participants | 2016-12-31 | 865,522 |
Active participant vested funding target | 2016-12-31 | 1,864,835 |
Number of active participants | 2016-12-31 | 180 |
Total funding liabilities for active participants | 2016-12-31 | 2,042,755 |
Total participant count | 2016-12-31 | 414 |
Total funding target for all participants | 2016-12-31 | 4,840,577 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 343,852 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 343,852 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 287,216 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 305,770 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 345,881 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 213,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 196,111 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 26,147 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 196,111 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 132 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 98 |
Total of all active and inactive participants | 2016-01-01 | 384 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 384 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 11 |
2015: TYLER UNION HOURLY PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 419 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 180 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 141 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 93 |
Total of all active and inactive participants | 2015-01-01 | 414 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 414 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 14 |
2014: TYLER UNION HOURLY PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 406 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 148 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 90 |
Total of all active and inactive participants | 2014-01-01 | 419 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 419 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
2013: TYLER UNION HOURLY PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 398 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 165 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 154 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 87 |
Total of all active and inactive participants | 2013-01-01 | 406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 406 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 10 |
2012: TYLER UNION HOURLY PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 154 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 158 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 86 |
Total of all active and inactive participants | 2012-01-01 | 398 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 398 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: TYLER UNION HOURLY PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 470 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 173 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 84 |
Total of all active and inactive participants | 2011-01-01 | 413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 413 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 18 |
2009: TYLER UNION HOURLY PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 441 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 128 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 193 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 89 |
Total of all active and inactive participants | 2009-01-01 | 410 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 410 |
Number of participants with account balances | 2009-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 15 |
Measure | Date | Value |
---|
2022 : TYLER UNION HOURLY PENSION PLAN 2022 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-84,939 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-84,939 |
Total transfer of assets from this plan | 2022-12-31 | $5,385,059 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-829,126 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $195,961 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $191,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $6,410,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,958 |
Total interest from all sources | 2022-12-31 | $18,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $4,958 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,025,087 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,410,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest earned on other investments | 2022-12-31 | $18,396 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $5,736,265 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,819 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $63 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $671,062 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $191,003 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2022-12-31 | 454084437 |
2021 : TYLER UNION HOURLY PENSION PLAN 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-20,240 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-20,240 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $593,216 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $203,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $198,340 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $6,410,146 |
Value of total assets at beginning of year | 2021-12-31 | $6,020,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,910 |
Total interest from all sources | 2021-12-31 | $17,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $4,910 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $389,966 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,410,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,020,180 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Interest earned on other investments | 2021-12-31 | $17,964 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $5,736,265 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $5,316,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,819 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $24,038 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $24,038 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $4 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $671,062 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $679,208 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $198,340 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2021-12-31 | 454084437 |
2020 : TYLER UNION HOURLY PENSION PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $21,973 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $21,973 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,546,635 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,751,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,739,747 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $727,000 |
Value of total assets at end of year | 2020-12-31 | $6,020,180 |
Value of total assets at beginning of year | 2020-12-31 | $7,224,992 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $11,700 |
Total interest from all sources | 2020-12-31 | $17,797 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $11,700 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $6 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-1,204,812 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,020,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,224,992 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Interest earned on other investments | 2020-12-31 | $17,690 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $5,316,931 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $6,575,511 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $24,038 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $4,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $4,323 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $107 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $679,208 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $645,152 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $727,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,739,747 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2020-12-31 | 630813240 |
2019 : TYLER UNION HOURLY PENSION PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $40,468 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $40,468 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,007,371 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $218,513 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $206,631 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $7,224,992 |
Value of total assets at beginning of year | 2019-12-31 | $6,436,134 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,882 |
Total interest from all sources | 2019-12-31 | $19,037 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $11,882 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $59 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $788,858 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,224,992 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,436,134 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Interest earned on other investments | 2019-12-31 | $18,932 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $6,575,511 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $5,815,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $4,323 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $27,914 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $27,914 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $645,152 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $593,035 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $206,631 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2019-12-31 | 630813240 |
2018 : TYLER UNION HOURLY PENSION PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-21,549 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-21,549 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $503,725 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $230,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $219,391 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $766,000 |
Value of total assets at end of year | 2018-12-31 | $6,436,134 |
Value of total assets at beginning of year | 2018-12-31 | $6,163,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,545 |
Total interest from all sources | 2018-12-31 | $20,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $11,545 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $59 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $131 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $272,789 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,436,134 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,163,345 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Interest earned on other investments | 2018-12-31 | $18,135 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $5,815,126 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $5,443,143 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $27,914 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $115,286 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $115,286 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $2,397 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $593,035 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $604,785 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $766,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $219,391 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2018-12-31 | 630813240 |
2017 : TYLER UNION HOURLY PENSION PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,512 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,512 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $991,335 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $231,283 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $221,467 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $213,000 |
Value of total assets at end of year | 2017-12-31 | $6,163,345 |
Value of total assets at beginning of year | 2017-12-31 | $5,403,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,816 |
Total interest from all sources | 2017-12-31 | $20,757 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $9,816 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $131 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $76 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $760,052 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,163,345 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,403,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Interest earned on other investments | 2017-12-31 | $19,210 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $5,443,143 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $4,693,152 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $115,286 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $118,709 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $118,709 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,547 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $604,785 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $591,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $213,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $221,467 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2017-12-31 | 630813240 |
2016 : TYLER UNION HOURLY PENSION PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-5,088 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-5,088 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $582,779 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $261,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $251,925 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $312,764 |
Value of total assets at end of year | 2016-12-31 | $5,403,293 |
Value of total assets at beginning of year | 2016-12-31 | $5,081,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,293 |
Total interest from all sources | 2016-12-31 | $19,879 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $9,293 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $76 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $7 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $321,561 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,403,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,081,732 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Interest earned on other investments | 2016-12-31 | $19,259 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $4,693,152 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $4,442,522 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $118,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $53,769 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $53,769 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $620 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $591,356 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $585,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $312,764 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $251,925 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2016-12-31 | 630813240 |
2015 : TYLER UNION HOURLY PENSION PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-18,591 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-18,591 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $351,415 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $269,416 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $260,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $312,764 |
Value of total assets at end of year | 2015-12-31 | $5,081,732 |
Value of total assets at beginning of year | 2015-12-31 | $4,999,733 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $8,847 |
Total interest from all sources | 2015-12-31 | $20,900 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $8,847 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $7 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $17 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $81,999 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,081,732 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,999,733 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Interest earned on other investments | 2015-12-31 | $20,628 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $4,442,522 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $4,278,377 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $53,769 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $129,743 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $129,743 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $272 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $585,434 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $591,596 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $312,764 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $260,569 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2015-12-31 | 630813240 |
2014 : TYLER UNION HOURLY PENSION PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $8,473 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $8,473 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $536,558 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $268,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $260,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $312,764 |
Value of total assets at end of year | 2014-12-31 | $4,999,733 |
Value of total assets at beginning of year | 2014-12-31 | $4,732,024 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $8,449 |
Total interest from all sources | 2014-12-31 | $21,295 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $8,449 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $17 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $9 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $267,709 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,999,733 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,732,024 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Interest earned on other investments | 2014-12-31 | $21,114 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $4,278,377 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $4,088,203 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $129,743 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $73,655 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $73,655 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $181 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $591,596 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $570,157 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $312,764 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $260,400 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2014-12-31 | 630813240 |
2013 : TYLER UNION HOURLY PENSION PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-18,676 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-18,676 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $709,729 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $276,360 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $267,893 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $276,782 |
Value of total assets at end of year | 2013-12-31 | $4,732,024 |
Value of total assets at beginning of year | 2013-12-31 | $4,298,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,467 |
Total interest from all sources | 2013-12-31 | $22,411 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $8,467 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $9 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $11 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $433,369 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,732,024 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,298,655 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Interest earned on other investments | 2013-12-31 | $22,331 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $4,088,203 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $3,676,918 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $73,655 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $47,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $47,134 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $80 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $570,157 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $574,592 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $276,782 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $267,893 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2013-12-31 | 630813240 |
2012 : TYLER UNION HOURLY PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $16,259 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $16,259 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $663,940 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $298,779 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $291,765 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $276,782 |
Value of total assets at end of year | 2012-12-31 | $4,298,655 |
Value of total assets at beginning of year | 2012-12-31 | $3,933,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,014 |
Total interest from all sources | 2012-12-31 | $23,551 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $7,014 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $11 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $9 |
Total non interest bearing cash at end of year | 2012-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $365,161 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,298,655 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,933,494 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Interest earned on other investments | 2012-12-31 | $23,462 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $3,676,918 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $3,347,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $47,134 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $43,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $43,480 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $89 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $574,592 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $542,899 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $276,782 |
Employer contributions (assets) at end of year | 2012-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $291,765 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2012-12-31 | 630813240 |
2011 : TYLER UNION HOURLY PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $9,576 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $9,576 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,033 |
Total income from all sources (including contributions) | 2011-12-31 | $187,555 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $317,689 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $313,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $242,121 |
Value of total assets at end of year | 2011-12-31 | $3,933,494 |
Value of total assets at beginning of year | 2011-12-31 | $4,068,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $4,405 |
Total interest from all sources | 2011-12-31 | $26,207 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $4,405 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $9 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $5,033 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-130,134 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,933,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,063,628 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Interest earned on other investments | 2011-12-31 | $26,158 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $3,347,106 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $3,485,455 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $43,480 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $14,100 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $14,100 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $49 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $542,899 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $515,120 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $242,121 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $53,982 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $313,284 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2011-12-31 | 630813240 |
2010 : TYLER UNION HOURLY PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $19,877 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $19,877 |
Total transfer of assets from this plan | 2010-12-31 | $5,033 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,033 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $513,141 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $338,412 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $334,041 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $215,928 |
Value of total assets at end of year | 2010-12-31 | $4,068,661 |
Value of total assets at beginning of year | 2010-12-31 | $3,893,932 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,371 |
Total interest from all sources | 2010-12-31 | $26,132 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $4,371 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $18,879 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $5,033 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $15,074 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $174,729 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,063,628 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,893,932 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Interest earned on other investments | 2010-12-31 | $26,063 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $3,485,455 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $3,382,523 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $14,100 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $69 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $515,120 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $477,456 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $215,928 |
Employer contributions (assets) at end of year | 2010-12-31 | $53,982 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $334,041 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | PEARCE, BEVILL, LEESBURG & MOORE PC |
Accountancy firm EIN | 2010-12-31 | 630813240 |
2009 : TYLER UNION HOURLY PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |