BOARD OF TRUSTEES - INTL ASSN OF HEAT FROST ALLIED WKRS L 7 MORTUARY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN
401k plan membership statisitcs for INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN
Measure | Date | Value |
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2022 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $31,601 |
Total of all expenses incurred | 2022-12-31 | $30,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $30,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $31,597 |
Value of total assets at end of year | 2022-12-31 | $9,175 |
Value of total assets at beginning of year | 2022-12-31 | $7,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15 |
Total interest from all sources | 2022-12-31 | $4 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $31,597 |
Administrative expenses (other) incurred | 2022-12-31 | $15 |
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 | $1,586 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,175 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,589 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $9,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $7,589 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $7,589 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $4 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $30,000 |
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 | 2022-12-31 | No |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ALTA CPA GROUP LLC |
Accountancy firm EIN | 2022-12-31 | 821650312 |
2021 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $31,288 |
Total of all expenses incurred | 2021-12-31 | $50,008 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $50,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $31,280 |
Value of total assets at end of year | 2021-12-31 | $7,589 |
Value of total assets at beginning of year | 2021-12-31 | $26,309 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8 |
Total interest from all sources | 2021-12-31 | $8 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $31,280 |
Administrative expenses (other) incurred | 2021-12-31 | $8 |
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 | $-18,720 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $26,309 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $7,589 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $26,309 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $26,309 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $8 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $50,000 |
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 | 2021-12-31 | No |
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 | ALTA CPA GROUP LLC |
Accountancy firm EIN | 2021-12-31 | 821650312 |
2020 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $36,212 |
Total of all expenses incurred | 2020-12-31 | $22,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $20,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $36,205 |
Value of total assets at end of year | 2020-12-31 | $26,309 |
Value of total assets at beginning of year | 2020-12-31 | $13,004 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,907 |
Total interest from all sources | 2020-12-31 | $7 |
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 | $2,900 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $36,205 |
Administrative expenses (other) incurred | 2020-12-31 | $7 |
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 | $13,305 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $26,309 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $13,004 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $26,309 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $13,004 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $13,004 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $7 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $20,000 |
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 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2020-12-31 | 264388619 |
2019 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $27,011 |
Total of all expenses incurred | 2019-12-31 | $32,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $30,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $27,004 |
Value of total assets at end of year | 2019-12-31 | $13,004 |
Value of total assets at beginning of year | 2019-12-31 | $18,393 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,400 |
Total interest from all sources | 2019-12-31 | $7 |
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 | $2,400 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $27,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-5,389 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $13,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $18,393 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $13,004 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $18,393 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $18,393 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $7 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $30,000 |
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 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2019-12-31 | 264388619 |
2018 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $28,117 |
Total of all expenses incurred | 2018-12-31 | $36,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $34,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $28,102 |
Value of total assets at end of year | 2018-12-31 | $18,393 |
Value of total assets at beginning of year | 2018-12-31 | $26,481 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,205 |
Total interest from all sources | 2018-12-31 | $15 |
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 | $2,200 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $28,102 |
Administrative expenses (other) incurred | 2018-12-31 | $5 |
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 | $-8,088 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $18,393 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $26,481 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $18,393 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $26,481 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $26,481 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $15 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $34,000 |
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 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2018-12-31 | 264388619 |
2017 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $13,596 |
Total of all expenses incurred | 2017-12-31 | $2,200 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $13,583 |
Value of total assets at end of year | 2017-12-31 | $26,481 |
Value of total assets at beginning of year | 2017-12-31 | $15,085 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,200 |
Total interest from all sources | 2017-12-31 | $13 |
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 | $2,200 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $13,583 |
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 | $11,396 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $26,481 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $15,085 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $26,481 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $15,085 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $15,085 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $13 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2017-12-31 | 264388619 |
2016 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $19,828 |
Total of all expenses incurred | 2016-12-31 | $16,781 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $14,775 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $19,822 |
Value of total assets at end of year | 2016-12-31 | $15,085 |
Value of total assets at beginning of year | 2016-12-31 | $12,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,006 |
Total interest from all sources | 2016-12-31 | $6 |
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 | $2,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $19,822 |
Administrative expenses (other) incurred | 2016-12-31 | $6 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $5,589 |
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 | $3,047 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $15,085 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $12,038 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $15,085 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $6,449 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $6,449 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $6 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $14,775 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2016-12-31 | 264388619 |
2015 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $33,925 |
Total of all expenses incurred | 2015-12-31 | $33,108 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $31,101 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $33,923 |
Value of total assets at end of year | 2015-12-31 | $12,038 |
Value of total assets at beginning of year | 2015-12-31 | $11,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,007 |
Total interest from all sources | 2015-12-31 | $2 |
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 | $2,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $33,923 |
Administrative expenses (other) incurred | 2015-12-31 | $7 |
Total non interest bearing cash at end of year | 2015-12-31 | $5,589 |
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 | $817 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $12,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $11,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $6,449 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $11,221 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $11,221 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $2 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $31,101 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2015-12-31 | 264388619 |
2014 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $25,637 |
Total of all expenses incurred | 2014-12-31 | $33,080 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $31,080 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $25,632 |
Value of total assets at end of year | 2014-12-31 | $11,221 |
Value of total assets at beginning of year | 2014-12-31 | $18,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,000 |
Total interest from all sources | 2014-12-31 | $5 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $25,632 |
Administrative expenses (other) incurred | 2014-12-31 | $2,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-7,443 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $11,221 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,664 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $11,221 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $18,664 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $18,664 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $5 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $31,080 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2014-12-31 | 264388619 |
2013 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $54,744 |
Total of all expenses incurred | 2013-12-31 | $52,414 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $51,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $54,741 |
Value of total assets at end of year | 2013-12-31 | $18,664 |
Value of total assets at beginning of year | 2013-12-31 | $16,334 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,100 |
Total interest from all sources | 2013-12-31 | $3 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $54,741 |
Administrative expenses (other) incurred | 2013-12-31 | $1,100 |
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 | $2,330 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,664 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $16,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $18,664 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $16,334 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $16,334 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $3 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $51,314 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2013-12-31 | 264388619 |
2012 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $27,665 |
Total of all expenses incurred | 2012-12-31 | $30,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $29,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $27,658 |
Value of total assets at end of year | 2012-12-31 | $16,334 |
Value of total assets at beginning of year | 2012-12-31 | $19,086 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,100 |
Total interest from all sources | 2012-12-31 | $7 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $27,658 |
Administrative expenses (other) incurred | 2012-12-31 | $1,100 |
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 | $-2,752 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $16,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $19,086 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $16,334 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $19,086 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $19,086 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $7 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $29,317 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2012-12-31 | 264388619 |
2011 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-12-31 | $37,585 |
Total of all expenses incurred | 2011-12-31 | $29,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $28,590 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $37,540 |
Value of total assets at end of year | 2011-12-31 | $19,086 |
Value of total assets at beginning of year | 2011-12-31 | $11,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,100 |
Total interest from all sources | 2011-12-31 | $14 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $37,540 |
Other income not declared elsewhere | 2011-12-31 | $31 |
Administrative expenses (other) incurred | 2011-12-31 | $1,100 |
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 | $7,895 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $19,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,191 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $19,086 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $11,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $11,191 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $14 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $28,590 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2011-12-31 | 264388619 |
2010 : INTERNATL ASSOC OF HEAT & FROST INSULATORS & ALLIED WORKERS LOCAL 7 MORTUARY PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $53,479 |
Total of all expenses incurred | 2010-12-31 | $59,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $58,390 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,432 |
Value of total assets at end of year | 2010-12-31 | $11,191 |
Value of total assets at beginning of year | 2010-12-31 | $17,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,108 |
Total interest from all sources | 2010-12-31 | $47 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $53,432 |
Administrative expenses (other) incurred | 2010-12-31 | $1,108 |
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 | $-6,019 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,191 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $17,210 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $11,191 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $17,210 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $17,210 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $47 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $58,390 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DON A CURTIS & ASSOCIATES PLLC |
Accountancy firm EIN | 2010-12-31 | 264388619 |