BOARD OF TRUSTEES, PLUMBERS & has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD
401k plan membership statisitcs for BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD
Measure | Date | Value |
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2022 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $64,480 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $61,401 |
Total income from all sources (including contributions) | 2022-06-30 | $966,315 |
Total of all expenses incurred | 2022-06-30 | $921,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $905,372 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $965,930 |
Value of total assets at end of year | 2022-06-30 | $451,078 |
Value of total assets at beginning of year | 2022-06-30 | $402,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $15,737 |
Total interest from all sources | 2022-06-30 | $385 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $6,902 |
Was this plan covered by a fidelity bond | 2022-06-30 | No |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $965,930 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $1,411 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $6,328 |
Administrative expenses (other) incurred | 2022-06-30 | $8,835 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $5,267 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $10,345 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $45,206 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $386,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $341,392 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest in pooled separate accounts at end of year | 2022-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $403,945 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $343,819 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $343,819 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Employer contributions (assets) at end of year | 2022-06-30 | $45,722 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $52,646 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $905,372 |
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 | 2022-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $59,213 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $51,056 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2022-06-30 | 720535866 |
2021 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $61,401 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $48,550 |
Total income from all sources (including contributions) | 2021-06-30 | $864,105 |
Total of all expenses incurred | 2021-06-30 | $859,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $844,450 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $863,597 |
Value of total assets at end of year | 2021-06-30 | $402,793 |
Value of total assets at beginning of year | 2021-06-30 | $385,744 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $15,457 |
Total interest from all sources | 2021-06-30 | $508 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $6,910 |
Was this plan covered by a fidelity bond | 2021-06-30 | No |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $863,597 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $6,328 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $4,467 |
Administrative expenses (other) incurred | 2021-06-30 | $8,547 |
Liabilities. Value of operating payables at end of year | 2021-06-30 | $10,345 |
Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $4,976 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $4,198 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $341,392 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $337,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest in pooled separate accounts at end of year | 2021-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $343,819 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $336,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $336,789 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $508 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Employer contributions (assets) at end of year | 2021-06-30 | $52,646 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $44,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $844,450 |
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 | 2021-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $51,056 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $43,574 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2021-06-30 | 720535866 |
2020 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $48,550 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $46,303 |
Total income from all sources (including contributions) | 2020-06-30 | $905,916 |
Total of all expenses incurred | 2020-06-30 | $1,019,733 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $1,001,548 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $898,302 |
Value of total assets at end of year | 2020-06-30 | $385,744 |
Value of total assets at beginning of year | 2020-06-30 | $497,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $18,185 |
Total interest from all sources | 2020-06-30 | $7,614 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Administrative expenses professional fees incurred | 2020-06-30 | $7,915 |
Was this plan covered by a fidelity bond | 2020-06-30 | No |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $898,302 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $4,467 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $2,302 |
Administrative expenses (other) incurred | 2020-06-30 | $10,270 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $4,976 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $10,337 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $-113,817 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $337,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $451,011 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest in pooled separate accounts at end of year | 2020-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $336,789 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $423,846 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $423,846 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $7,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Employer contributions (assets) at end of year | 2020-06-30 | $44,488 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $71,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $1,001,548 |
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 | 2020-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $43,574 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $35,966 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2020-06-30 | 720535866 |
2019 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $46,303 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $43,233 |
Total income from all sources (including contributions) | 2019-06-30 | $1,020,437 |
Total of all expenses incurred | 2019-06-30 | $928,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $908,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,013,760 |
Value of total assets at end of year | 2019-06-30 | $497,314 |
Value of total assets at beginning of year | 2019-06-30 | $401,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $19,616 |
Total interest from all sources | 2019-06-30 | $6,677 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $9,137 |
Was this plan covered by a fidelity bond | 2019-06-30 | No |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $1,013,760 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $2,302 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-06-30 | $4,747 |
Administrative expenses (other) incurred | 2019-06-30 | $10,479 |
Liabilities. Value of operating payables at end of year | 2019-06-30 | $10,337 |
Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $5,229 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $92,249 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $451,011 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $358,762 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest in pooled separate accounts at end of year | 2019-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $423,846 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $354,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $354,587 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $6,677 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Employer contributions (assets) at end of year | 2019-06-30 | $71,166 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $47,408 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $908,572 |
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 | 2019-06-30 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $35,966 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $33,257 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2019-06-30 | 720535866 |
2018 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $9,976 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $29,531 |
Total income from all sources (including contributions) | 2018-06-30 | $909,510 |
Total of all expenses incurred | 2018-06-30 | $1,016,733 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $987,325 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $905,966 |
Value of total assets at end of year | 2018-06-30 | $399,167 |
Value of total assets at beginning of year | 2018-06-30 | $525,945 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $29,408 |
Total interest from all sources | 2018-06-30 | $3,544 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Administrative expenses professional fees incurred | 2018-06-30 | $11,004 |
Was this plan covered by a fidelity bond | 2018-06-30 | No |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $905,966 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $4,747 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $20,355 |
Administrative expenses (other) incurred | 2018-06-30 | $18,404 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $5,229 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $9,176 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $-107,223 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $389,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $496,414 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest in common/collective trusts at end of year | 2018-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $351,759 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $468,624 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $468,624 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $3,544 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Employer contributions (assets) at end of year | 2018-06-30 | $47,408 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $57,321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $987,325 |
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 | 2018-06-30 | No |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2018-06-30 | 720535866 |
2017 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2017 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $29,531 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $10,055 |
Total income from all sources (including contributions) | 2017-06-30 | $1,031,441 |
Total of all expenses incurred | 2017-06-30 | $1,017,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,008,730 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,022,968 |
Value of total assets at end of year | 2017-06-30 | $525,945 |
Value of total assets at beginning of year | 2017-06-30 | $492,105 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $8,347 |
Total interest from all sources | 2017-06-30 | $8,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Administrative expenses professional fees incurred | 2017-06-30 | $5,376 |
Was this plan covered by a fidelity bond | 2017-06-30 | No |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $1,022,968 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $20,355 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $5,463 |
Other income not declared elsewhere | 2017-06-30 | $50 |
Administrative expenses (other) incurred | 2017-06-30 | $2,971 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $9,176 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $4,592 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $14,364 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $496,414 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $482,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest in common/collective trusts at end of year | 2017-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $468,624 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $453,798 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $453,798 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $8,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Employer contributions (assets) at end of year | 2017-06-30 | $57,321 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $38,307 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,008,730 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2017-06-30 | 720535866 |
2016 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $10,055 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $8,971 |
Total income from all sources (including contributions) | 2016-06-30 | $1,141,591 |
Total of all expenses incurred | 2016-06-30 | $1,293,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $1,263,288 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $1,129,079 |
Value of total assets at end of year | 2016-06-30 | $492,105 |
Value of total assets at beginning of year | 2016-06-30 | $642,521 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $29,803 |
Total interest from all sources | 2016-06-30 | $12,512 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Administrative expenses professional fees incurred | 2016-06-30 | $7,177 |
Was this plan covered by a fidelity bond | 2016-06-30 | No |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $1,129,079 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $5,463 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $284 |
Administrative expenses (other) incurred | 2016-06-30 | $22,626 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $4,592 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $8,687 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-151,500 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $482,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $633,550 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest in common/collective trusts at end of year | 2016-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $453,798 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $573,174 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $573,174 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $12,512 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Employer contributions (assets) at end of year | 2016-06-30 | $38,307 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $69,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $1,263,288 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2016-06-30 | 720535866 |
2015 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $8,971 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $16,884 |
Total income from all sources (including contributions) | 2015-06-30 | $1,387,653 |
Total of all expenses incurred | 2015-06-30 | $1,464,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $1,447,285 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $1,373,215 |
Value of total assets at end of year | 2015-06-30 | $642,521 |
Value of total assets at beginning of year | 2015-06-30 | $726,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $16,730 |
Total interest from all sources | 2015-06-30 | $14,438 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Administrative expenses professional fees incurred | 2015-06-30 | $4,726 |
Was this plan covered by a fidelity bond | 2015-06-30 | No |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $1,373,215 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $284 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $8,559 |
Administrative expenses (other) incurred | 2015-06-30 | $12,004 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $8,687 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $8,325 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-76,362 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $633,550 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $709,912 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest in common/collective trusts at end of year | 2015-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $573,174 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $672,226 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $672,226 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $14,438 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Employer contributions (assets) at end of year | 2015-06-30 | $69,347 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $54,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $1,447,285 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2015-06-30 | 720535866 |
2014 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $16,884 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $12,019 |
Total income from all sources (including contributions) | 2014-06-30 | $1,586,662 |
Total of all expenses incurred | 2014-06-30 | $1,617,808 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,600,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $1,571,459 |
Value of total assets at end of year | 2014-06-30 | $726,796 |
Value of total assets at beginning of year | 2014-06-30 | $753,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $17,268 |
Total interest from all sources | 2014-06-30 | $15,203 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Administrative expenses professional fees incurred | 2014-06-30 | $5,115 |
Was this plan covered by a fidelity bond | 2014-06-30 | No |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $1,571,459 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $8,559 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $4,031 |
Administrative expenses (other) incurred | 2014-06-30 | $12,153 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $8,325 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $7,988 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $-31,146 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $709,912 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $741,058 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest in common/collective trusts at end of year | 2014-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $672,226 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $660,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $660,728 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $15,203 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Employer contributions (assets) at end of year | 2014-06-30 | $54,570 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $92,349 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $1,600,540 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2014-06-30 | 720535866 |
2013 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $12,019 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $6,778 |
Total income from all sources (including contributions) | 2013-06-30 | $1,617,196 |
Total of all expenses incurred | 2013-06-30 | $1,540,687 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,523,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,601,325 |
Value of total assets at end of year | 2013-06-30 | $753,077 |
Value of total assets at beginning of year | 2013-06-30 | $671,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $17,619 |
Total interest from all sources | 2013-06-30 | $15,871 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Administrative expenses professional fees incurred | 2013-06-30 | $5,704 |
Was this plan covered by a fidelity bond | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $1,601,325 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $4,031 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $2,963 |
Administrative expenses (other) incurred | 2013-06-30 | $11,915 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $7,988 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $3,815 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $76,509 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $741,058 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $664,549 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest in common/collective trusts at end of year | 2013-06-30 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $660,728 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $612,569 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $612,569 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $15,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Employer contributions (assets) at end of year | 2013-06-30 | $92,349 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $58,758 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,523,068 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2013-06-30 | 720535866 |
2012 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $6,778 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $14,366 |
Total income from all sources (including contributions) | 2012-06-30 | $1,372,865 |
Total of all expenses incurred | 2012-06-30 | $1,459,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,441,271 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,363,971 |
Value of total assets at end of year | 2012-06-30 | $671,327 |
Value of total assets at beginning of year | 2012-06-30 | $765,607 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $18,286 |
Total interest from all sources | 2012-06-30 | $8,894 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $5,865 |
Was this plan covered by a fidelity bond | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $1,363,971 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $2,963 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-06-30 | $9,773 |
Administrative expenses (other) incurred | 2012-06-30 | $12,421 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $3,815 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $4,593 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $90,872 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $-86,692 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $664,549 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $751,241 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $612,569 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $615,679 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $615,679 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $8,894 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Employer contributions (assets) at end of year | 2012-06-30 | $58,758 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $59,056 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,441,271 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2012-06-30 | 720535866 |
2011 : BD. OF TTEES PLUMBERS & STEAMFITTERS LOC 60 VAC FD 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $-90 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $-90 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $14,366 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $9,424 |
Total income from all sources (including contributions) | 2011-06-30 | $1,440,735 |
Total of all expenses incurred | 2011-06-30 | $1,262,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,244,502 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,440,161 |
Value of total assets at end of year | 2011-06-30 | $765,607 |
Value of total assets at beginning of year | 2011-06-30 | $582,181 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $17,749 |
Total interest from all sources | 2011-06-30 | $664 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Administrative expenses professional fees incurred | 2011-06-30 | $4,379 |
Was this plan covered by a fidelity bond | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-06-30 | $9,773 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-06-30 | $5,498 |
Administrative expenses (other) incurred | 2011-06-30 | $13,370 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $4,593 |
Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $3,926 |
Total non interest bearing cash at end of year | 2011-06-30 | $90,872 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $133,683 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $178,484 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $751,241 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $572,757 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $615,679 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $190,353 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $190,353 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $664 |
Asset value of US Government securities at beginning of year | 2011-06-30 | $199,753 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $1,440,161 |
Employer contributions (assets) at end of year | 2011-06-30 | $59,056 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $58,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $1,244,502 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | PEDELAHORE & CO. LLP |
Accountancy firm EIN | 2011-06-30 | 720535866 |