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Plan Name | GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | GENERAL SHEET METAL WORKS, INC. |
Employer identification number (EIN): | 930611584 |
NAIC Classification: | 238900 |
Additional information about GENERAL SHEET METAL WORKS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 1972-08-16 |
Company Identification Number: | 9826215 |
Legal Registered Office Address: |
851 SW SIXTH AVE STE 1500 PORTLAND United States of America (USA) 97204 |
More information about GENERAL SHEET METAL WORKS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | BRYAN O'CONNELL | 2023-10-16 | BRYAN O'CONNELL | 2023-10-16 |
002 | 2021-01-01 | KELLY TRUE | 2022-12-05 | KELLY TRUE | 2022-12-05 |
002 | 2020-01-01 | KOREDE ALABI | 2021-10-15 | KOREDE ALABI | 2021-10-15 |
002 | 2019-01-01 | KOREDE ALABI | 2020-06-23 | CAROL DUNCAN | 2020-06-24 |
002 | 2018-01-01 | KOREDE ALABI | 2019-06-06 | ||
002 | 2017-01-01 | ||||
002 | 2016-01-01 | ||||
002 | 2015-01-01 | ||||
002 | 2014-01-01 | CAROL DUNCAN | 2015-09-25 | ||
002 | 2013-01-01 | CAROL DUNCAN | 2014-09-12 | ||
002 | 2012-01-01 | CAROL DUNCAN | 2013-07-22 | ||
002 | 2011-01-01 | CAROL DUNCAN | 2012-08-20 | ||
002 | 2010-01-01 | TODD HUGHES | 2011-09-20 |
Measure | Date | Value |
---|---|---|
2022: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 104 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 16 |
Total of all active and inactive participants | 2022-01-01 | 120 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 120 |
Number of participants with account balances | 2022-01-01 | 81 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 13 |
2021: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 41 |
Total of all active and inactive participants | 2021-01-01 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 137 |
Number of participants with account balances | 2021-01-01 | 117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 202 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 42 |
Total of all active and inactive participants | 2020-01-01 | 193 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 193 |
Number of participants with account balances | 2020-01-01 | 135 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
2019: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 151 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 30 |
Total of all active and inactive participants | 2019-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 183 |
Number of participants with account balances | 2019-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 142 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 16 |
Total of all active and inactive participants | 2018-01-01 | 158 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 158 |
Number of participants with account balances | 2018-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 93 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 20 |
Total of all active and inactive participants | 2017-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 113 |
Number of participants with account balances | 2017-01-01 | 77 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2022 401k financial data | ||
Total transfer of assets from this plan | 2022-12-31 | $2,462,726 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-976,043 |
Total of all expenses incurred | 2022-12-31 | $375,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $313,034 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $8,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $533,813 |
Value of total assets at end of year | 2022-12-31 | $8,616,754 |
Value of total assets at beginning of year | 2022-12-31 | $12,431,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $54,784 |
Total interest from all sources | 2022-12-31 | $1,638 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $473,939 |
Participant contributions at end of year | 2022-12-31 | $25,600 |
Participant contributions at beginning of year | 2022-12-31 | $20,460 |
Participant contributions at end of year | 2022-12-31 | $3,533 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $59,874 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,352,042 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,616,754 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,431,522 |
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 |
Investment advisory and management fees | 2022-12-31 | $54,784 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $8,587,621 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $12,411,062 |
Interest on participant loans | 2022-12-31 | $1,638 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,511,494 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $313,034 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 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 | ALDRICH CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2022-12-31 | 950623286 |
2021 : GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $13,989 |
Total income from all sources (including contributions) | 2021-12-31 | $1,985,679 |
Total of all expenses incurred | 2021-12-31 | $626,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $574,164 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $10,008 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $535,580 |
Value of total assets at end of year | 2021-12-31 | $12,431,522 |
Value of total assets at beginning of year | 2021-12-31 | $11,085,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $41,913 |
Total interest from all sources | 2021-12-31 | $721 |
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 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $535,580 |
Participant contributions at end of year | 2021-12-31 | $20,460 |
Participant contributions at beginning of year | 2021-12-31 | $32,048 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $9,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $13,989 |
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 | $1,359,594 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,431,522 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,071,928 |
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 |
Investment advisory and management fees | 2021-12-31 | $41,913 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $12,411,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $10,878,016 |
Interest on participant loans | 2021-12-31 | $721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,449,378 |
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 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $166,652 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $574,164 |
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 | ALDRICH CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2021-12-31 | 950623286 |
2020 : GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2020 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $13,989 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $36,840 |
Total income from all sources (including contributions) | 2020-12-31 | $1,932,250 |
Total of all expenses incurred | 2020-12-31 | $633,782 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $583,584 |
Value of total corrective distributions | 2020-12-31 | $13,914 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $843,423 |
Value of total assets at end of year | 2020-12-31 | $11,085,917 |
Value of total assets at beginning of year | 2020-12-31 | $9,810,300 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $36,284 |
Total interest from all sources | 2020-12-31 | $939 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $638,050 |
Participant contributions at end of year | 2020-12-31 | $32,048 |
Participant contributions at beginning of year | 2020-12-31 | $7,496 |
Participant contributions at end of year | 2020-12-31 | $9,201 |
Participant contributions at beginning of year | 2020-12-31 | $9,791 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $38,721 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $13,989 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $36,840 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,298,468 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,071,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $9,773,460 |
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 |
Investment advisory and management fees | 2020-12-31 | $36,284 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $10,878,016 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,490,780 |
Interest on participant loans | 2020-12-31 | $939 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,087,888 |
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 |
Contributions received in cash from employer | 2020-12-31 | $166,652 |
Employer contributions (assets) at end of year | 2020-12-31 | $166,652 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $302,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $583,584 |
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 | ALDRICH CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2020-12-31 | 930623286 |
2019 : GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2019 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $36,840 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,541 |
Total income from all sources (including contributions) | 2019-12-31 | $2,551,740 |
Total of all expenses incurred | 2019-12-31 | $218,099 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $155,980 |
Value of total corrective distributions | 2019-12-31 | $36,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,230,773 |
Value of total assets at end of year | 2019-12-31 | $9,810,300 |
Value of total assets at beginning of year | 2019-12-31 | $7,442,360 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $25,279 |
Total interest from all sources | 2019-12-31 | $488 |
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 | $4,111 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 | $577,835 |
Participant contributions at end of year | 2019-12-31 | $7,496 |
Participant contributions at beginning of year | 2019-12-31 | $7,790 |
Participant contributions at end of year | 2019-12-31 | $9,791 |
Participant contributions at beginning of year | 2019-12-31 | $706 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $350,705 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $36,840 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $2,541 |
Administrative expenses (other) incurred | 2019-12-31 | $6,368 |
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 | $2,333,641 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $9,773,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,439,819 |
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 |
Investment advisory and management fees | 2019-12-31 | $14,800 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,490,780 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,753,804 |
Interest on participant loans | 2019-12-31 | $488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,320,479 |
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 |
Contributions received in cash from employer | 2019-12-31 | $302,233 |
Employer contributions (assets) at end of year | 2019-12-31 | $302,233 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $680,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $155,980 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ALDRICH CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2019-12-31 | 930623286 |
2018 : GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $2,541 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $902,522 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $80,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $65,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,221,324 |
Value of total assets at end of year | 2018-12-31 | $7,442,360 |
Value of total assets at beginning of year | 2018-12-31 | $6,618,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,223 |
Total interest from all sources | 2018-12-31 | $85 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $383,598 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $383,598 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $436,169 |
Participant contributions at end of year | 2018-12-31 | $7,790 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Participant contributions at end of year | 2018-12-31 | $706 |
Participant contributions at beginning of year | 2018-12-31 | $450 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $105,095 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,541 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $19,937 |
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 | $821,547 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,439,819 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,618,272 |
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 |
Investment advisory and management fees | 2018-12-31 | $15,223 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,753,804 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,127,486 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $85 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-722,422 |
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 |
Contributions received in cash from employer | 2018-12-31 | $680,060 |
Employer contributions (assets) at end of year | 2018-12-31 | $680,060 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $490,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $65,752 |
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 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ALDRICH CPAS + ADVISORS LLP |
Accountancy firm EIN | 2018-12-31 | 930623286 |
2017 : GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2017 401k financial data | ||
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $268 |
Total income from all sources | 2017-12-31 | $1,412,766 |
Expenses. Total of all expenses incurred | 2017-12-31 | $164,029 |
Benefits paid (including direct rollovers) | 2017-12-31 | $159,116 |
Total plan assets at end of year | 2017-12-31 | $6,618,272 |
Total plan assets at beginning of year | 2017-12-31 | $5,369,803 |
Value of fidelity bond covering the plan | 2017-12-31 | $536,980 |
Total contributions received or receivable from participants | 2017-12-31 | $292,299 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $630,131 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $1,248,737 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $6,618,272 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,369,535 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $490,336 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $4,913 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2022: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: GENERAL SHEET METAL WORKS, INC. RETIREMENT PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |