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U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 401k Plan overview

Plan NameU.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN
Plan identification number 003

U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN
Employer identification number (EIN):942859426
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01ALEX HALL2023-09-13 NICK GOODWIN2023-09-13
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01ALEX HALL ROBERT SEWELL2018-09-17
0032016-01-01RON MITCHELL ROBERT SEWELL2017-10-02
0032015-01-01NORM LESCURE ROBERT SEWELL2016-08-31
0032014-01-01NORM LESCURE ARAM HODESS2015-09-01
0032013-01-01SCOTT STRAWBRIDGE ARAM HODESS2014-09-09
0032012-01-01ARAM HODESS NORMAN LESCURE2013-10-09
0032011-01-01ARAM HODESS NORMAN LESCURE2012-09-20
0032010-01-01ARAM HODESS NORMAN LESCURE2011-09-16
0032009-01-01ARAM HODESS NORMAN LESCURE2010-10-12

Plan Statistics for U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

401k plan membership statisitcs for U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

Measure Date Value
2022: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01864
Total number of active participants reported on line 7a of the Form 55002022-01-01815
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01881
Number of participants with account balances2022-01-01832
Number of employers contributing to the scheme2022-01-0174
2021: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01879
Total number of active participants reported on line 7a of the Form 55002021-01-01816
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01864
Number of participants with account balances2021-01-01821
Number of employers contributing to the scheme2021-01-0162
2020: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01866
Total number of active participants reported on line 7a of the Form 55002020-01-01833
Number of retired or separated participants receiving benefits2020-01-0123
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01873
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01879
Number of participants with account balances2020-01-01838
Number of employers contributing to the scheme2020-01-0165
2019: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01849
Total number of active participants reported on line 7a of the Form 55002019-01-01825
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-01863
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01866
Number of participants with account balances2019-01-01847
Number of employers contributing to the scheme2019-01-0165
2018: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01787
Total number of active participants reported on line 7a of the Form 55002018-01-01810
Number of retired or separated participants receiving benefits2018-01-0121
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01849
Number of participants with account balances2018-01-01833
Number of employers contributing to the scheme2018-01-0165
2017: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01764
Total number of active participants reported on line 7a of the Form 55002017-01-01744
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01785
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01787
Number of participants with account balances2017-01-01773
Number of employers contributing to the scheme2017-01-0153
2016: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01744
Total number of active participants reported on line 7a of the Form 55002016-01-01718
Number of retired or separated participants receiving benefits2016-01-0125
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01764
Number of participants with account balances2016-01-01751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0160
2015: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01716
Total number of active participants reported on line 7a of the Form 55002015-01-01700
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01744
Number of participants with account balances2015-01-01732
Number of employers contributing to the scheme2015-01-0150
2014: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01717
Total number of active participants reported on line 7a of the Form 55002014-01-01678
Number of retired or separated participants receiving benefits2014-01-0115
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01715
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01716
Number of participants with account balances2014-01-01706
Number of employers contributing to the scheme2014-01-0136
2013: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01709
Total number of active participants reported on line 7a of the Form 55002013-01-01683
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0119
Total of all active and inactive participants2013-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01717
Number of participants with account balances2013-01-01711
Number of employers contributing to the scheme2013-01-0140
2012: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01703
Total number of active participants reported on line 7a of the Form 55002012-01-01678
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01709
Number of participants with account balances2012-01-01703
Number of employers contributing to the scheme2012-01-0157
2011: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01727
Total number of active participants reported on line 7a of the Form 55002011-01-01672
Number of retired or separated participants receiving benefits2011-01-0113
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01703
Number of participants with account balances2011-01-01695
Number of employers contributing to the scheme2011-01-0158
2010: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01757
Total number of active participants reported on line 7a of the Form 55002010-01-01694
Number of retired or separated participants receiving benefits2010-01-0112
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01727
Number of participants with account balances2010-01-01721
Number of employers contributing to the scheme2010-01-0158
2009: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01793
Total number of active participants reported on line 7a of the Form 55002009-01-01729
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01761
Number of participants with account balances2009-01-01757
Number of employers contributing to the scheme2009-01-0143

Financial Data on U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

Measure Date Value
2022 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,176
Total income from all sources (including contributions)2022-12-31$-7,136,346
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,834,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,653,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,874,995
Value of total assets at end of year2022-12-31$71,079,019
Value of total assets at beginning of year2022-12-31$83,076,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$181,239
Total interest from all sources2022-12-31$13,871
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,925,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,925,124
Administrative expenses professional fees incurred2022-12-31$99,794
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$714,292
Participant contributions at end of year2022-12-31$346,647
Participant contributions at beginning of year2022-12-31$361,512
Participant contributions at end of year2022-12-31$54,800
Participant contributions at beginning of year2022-12-31$68,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$148,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$168,115
Other income not declared elsewhere2022-12-31$455,881
Administrative expenses (other) incurred2022-12-31$28,353
Liabilities. Value of operating payables at end of year2022-12-31$10,001
Liabilities. Value of operating payables at beginning of year2022-12-31$36,176
Total non interest bearing cash at end of year2022-12-31$75,150
Total non interest bearing cash at beginning of year2022-12-31$89,291
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,971,063
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,069,018
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$83,040,081
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$63,845,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$79,017,169
Interest on participant loans2022-12-31$13,871
Value of interest in common/collective trusts at end of year2022-12-31$6,483,684
Value of interest in common/collective trusts at beginning of year2022-12-31$3,259,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,488,821
Net investment gain or loss from common/collective trusts2022-12-31$82,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,160,703
Employer contributions (assets) at end of year2022-12-31$124,700
Employer contributions (assets) at beginning of year2022-12-31$112,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,653,478
Contract administrator fees2022-12-31$28,092
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$24,736
Total unrealized appreciation/depreciation of assets2021-12-31$24,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$36,176
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,010
Total income from all sources (including contributions)2021-12-31$11,240,151
Total of all expenses incurred2021-12-31$4,308,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,099,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,003,091
Value of total assets at end of year2021-12-31$83,076,257
Value of total assets at beginning of year2021-12-31$76,137,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$209,446
Total interest from all sources2021-12-31$15,552
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,639,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,639,030
Administrative expenses professional fees incurred2021-12-31$130,824
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$823,081
Participant contributions at end of year2021-12-31$361,512
Participant contributions at beginning of year2021-12-31$381,483
Participant contributions at end of year2021-12-31$68,180
Participant contributions at beginning of year2021-12-31$75,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$168,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$191,442
Administrative expenses (other) incurred2021-12-31$25,530
Liabilities. Value of operating payables at end of year2021-12-31$36,176
Liabilities. Value of operating payables at beginning of year2021-12-31$29,010
Total non interest bearing cash at end of year2021-12-31$89,291
Total non interest bearing cash at beginning of year2021-12-31$27,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,931,694
Value of net assets at end of year (total assets less liabilities)2021-12-31$83,040,081
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,108,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$79,017,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,819,859
Interest on participant loans2021-12-31$15,552
Value of interest in common/collective trusts at end of year2021-12-31$3,259,470
Value of interest in common/collective trusts at beginning of year2021-12-31$3,526,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,516,836
Net investment gain or loss from common/collective trusts2021-12-31$40,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,180,010
Employer contributions (assets) at end of year2021-12-31$112,520
Employer contributions (assets) at beginning of year2021-12-31$115,208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,099,011
Contract administrator fees2021-12-31$28,092
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,010
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,469
Total income from all sources (including contributions)2020-12-31$8,959,934
Total of all expenses incurred2020-12-31$3,416,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,283,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,046,208
Value of total assets at end of year2020-12-31$76,137,397
Value of total assets at beginning of year2020-12-31$70,579,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$133,448
Total interest from all sources2020-12-31$18,509
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,835,864
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,835,864
Administrative expenses professional fees incurred2020-12-31$57,289
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$852,861
Participant contributions at end of year2020-12-31$381,483
Participant contributions at beginning of year2020-12-31$442,502
Participant contributions at end of year2020-12-31$75,562
Participant contributions at beginning of year2020-12-31$72,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$191,442
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$205,128
Administrative expenses (other) incurred2020-12-31$17,769
Liabilities. Value of operating payables at end of year2020-12-31$29,010
Liabilities. Value of operating payables at beginning of year2020-12-31$14,469
Total non interest bearing cash at end of year2020-12-31$27,037
Total non interest bearing cash at beginning of year2020-12-31$53,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,543,082
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,108,387
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$70,565,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$30,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,819,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,744,626
Interest on participant loans2020-12-31$18,509
Value of interest in common/collective trusts at end of year2020-12-31$3,526,806
Value of interest in common/collective trusts at beginning of year2020-12-31$1,923,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,007,686
Net investment gain or loss from common/collective trusts2020-12-31$51,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,193,347
Employer contributions (assets) at end of year2020-12-31$115,208
Employer contributions (assets) at beginning of year2020-12-31$137,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,283,404
Contract administrator fees2020-12-31$28,092
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,469
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,125
Total income from all sources (including contributions)2019-12-31$13,105,568
Total of all expenses incurred2019-12-31$2,852,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,726,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,145,667
Value of total assets at end of year2019-12-31$70,579,774
Value of total assets at beginning of year2019-12-31$60,330,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$125,701
Total interest from all sources2019-12-31$18,161
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,334,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,334,511
Administrative expenses professional fees incurred2019-12-31$48,873
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$835,885
Participant contributions at end of year2019-12-31$442,502
Participant contributions at beginning of year2019-12-31$837,652
Participant contributions at end of year2019-12-31$72,805
Participant contributions at beginning of year2019-12-31$69,150
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$205,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$186,553
Administrative expenses (other) incurred2019-12-31$19,929
Liabilities. Value of operating payables at end of year2019-12-31$14,469
Liabilities. Value of operating payables at beginning of year2019-12-31$18,125
Total non interest bearing cash at end of year2019-12-31$53,613
Total non interest bearing cash at beginning of year2019-12-31$29,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,253,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$70,565,305
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,312,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$28,807
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,744,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$56,431,342
Interest on participant loans2019-12-31$18,161
Value of interest in common/collective trusts at end of year2019-12-31$1,923,199
Value of interest in common/collective trusts at beginning of year2019-12-31$2,633,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,559,472
Net investment gain or loss from common/collective trusts2019-12-31$47,757
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,309,782
Employer contributions (assets) at end of year2019-12-31$137,901
Employer contributions (assets) at beginning of year2019-12-31$142,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,726,801
Contract administrator fees2019-12-31$28,092
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,537
Total income from all sources (including contributions)2018-12-31$-59,964
Total of all expenses incurred2018-12-31$3,217,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,107,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,124,999
Value of total assets at end of year2018-12-31$60,330,364
Value of total assets at beginning of year2018-12-31$63,601,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,829
Total interest from all sources2018-12-31$13,633
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,510,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,510,607
Administrative expenses professional fees incurred2018-12-31$36,893
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$800,988
Participant contributions at end of year2018-12-31$837,652
Participant contributions at beginning of year2018-12-31$789,527
Participant contributions at end of year2018-12-31$69,150
Participant contributions at beginning of year2018-12-31$59,850
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$186,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$162,327
Administrative expenses (other) incurred2018-12-31$22,344
Liabilities. Value of operating payables at end of year2018-12-31$18,125
Liabilities. Value of operating payables at beginning of year2018-12-31$11,537
Total non interest bearing cash at end of year2018-12-31$29,253
Total non interest bearing cash at beginning of year2018-12-31$96,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,277,720
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,312,239
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,589,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$22,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$56,431,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$59,576,562
Interest on participant loans2018-12-31$13,633
Value of interest in common/collective trusts at end of year2018-12-31$2,633,864
Value of interest in common/collective trusts at beginning of year2018-12-31$2,785,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,761,986
Net investment gain or loss from common/collective trusts2018-12-31$52,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,321,446
Employer contributions (assets) at end of year2018-12-31$142,550
Employer contributions (assets) at beginning of year2018-12-31$130,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,107,927
Contract administrator fees2018-12-31$28,092
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$11,537
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,079
Total income from all sources (including contributions)2017-12-31$8,438,090
Total of all expenses incurred2017-12-31$3,802,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,698,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,733,574
Value of total assets at end of year2017-12-31$63,601,496
Value of total assets at beginning of year2017-12-31$58,960,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$103,572
Total interest from all sources2017-12-31$9,438
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,159,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,159,394
Administrative expenses professional fees incurred2017-12-31$33,413
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$656,774
Participant contributions at end of year2017-12-31$789,527
Participant contributions at beginning of year2017-12-31$671,660
Participant contributions at end of year2017-12-31$59,850
Participant contributions at beginning of year2017-12-31$51,416
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$162,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$136,340
Administrative expenses (other) incurred2017-12-31$22,067
Liabilities. Value of operating payables at end of year2017-12-31$11,537
Liabilities. Value of operating payables at beginning of year2017-12-31$6,079
Total non interest bearing cash at end of year2017-12-31$96,962
Total non interest bearing cash at beginning of year2017-12-31$131,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,635,784
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,589,959
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$58,954,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$59,576,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$54,783,934
Interest on participant loans2017-12-31$9,438
Value of interest in common/collective trusts at end of year2017-12-31$2,785,318
Value of interest in common/collective trusts at beginning of year2017-12-31$3,053,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,485,501
Net investment gain or loss from common/collective trusts2017-12-31$50,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,076,800
Employer contributions (assets) at end of year2017-12-31$130,950
Employer contributions (assets) at beginning of year2017-12-31$132,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,698,734
Contract administrator fees2017-12-31$28,092
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,231
Total income from all sources (including contributions)2016-12-31$5,898,802
Total of all expenses incurred2016-12-31$1,521,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,408,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,647,102
Value of total assets at end of year2016-12-31$58,960,254
Value of total assets at beginning of year2016-12-31$54,581,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$113,008
Total interest from all sources2016-12-31$13,273
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,078,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,078,830
Administrative expenses professional fees incurred2016-12-31$37,920
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$591,867
Participant contributions at end of year2016-12-31$671,660
Participant contributions at beginning of year2016-12-31$538,835
Participant contributions at end of year2016-12-31$51,416
Participant contributions at beginning of year2016-12-31$54,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$136,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$131,722
Administrative expenses (other) incurred2016-12-31$33,188
Liabilities. Value of operating payables at end of year2016-12-31$6,079
Liabilities. Value of operating payables at beginning of year2016-12-31$4,231
Total non interest bearing cash at end of year2016-12-31$131,200
Total non interest bearing cash at beginning of year2016-12-31$234,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,376,847
Value of net assets at end of year (total assets less liabilities)2016-12-31$58,954,175
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$54,577,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$54,783,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$50,780,352
Interest on participant loans2016-12-31$13,273
Value of interest in common/collective trusts at end of year2016-12-31$3,053,120
Value of interest in common/collective trusts at beginning of year2016-12-31$2,739,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,101,442
Net investment gain or loss from common/collective trusts2016-12-31$58,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,055,235
Employer contributions (assets) at end of year2016-12-31$132,584
Employer contributions (assets) at beginning of year2016-12-31$102,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,408,947
Contract administrator fees2016-12-31$21,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-46,289
Total unrealized appreciation/depreciation of assets2015-12-31$-46,289
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,549
Total income from all sources (including contributions)2015-12-31$1,974,417
Total of all expenses incurred2015-12-31$2,111,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,999,965
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,605,125
Value of total assets at end of year2015-12-31$54,581,559
Value of total assets at beginning of year2015-12-31$54,723,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$111,225
Total interest from all sources2015-12-31$8,877
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,526,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,526,675
Administrative expenses professional fees incurred2015-12-31$41,740
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$646,619
Participant contributions at end of year2015-12-31$538,835
Participant contributions at beginning of year2015-12-31$470,289
Participant contributions at end of year2015-12-31$54,095
Participant contributions at beginning of year2015-12-31$52,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$131,722
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$120,475
Administrative expenses (other) incurred2015-12-31$27,585
Liabilities. Value of operating payables at end of year2015-12-31$4,231
Liabilities. Value of operating payables at beginning of year2015-12-31$9,549
Total non interest bearing cash at end of year2015-12-31$234,940
Total non interest bearing cash at beginning of year2015-12-31$48,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-136,773
Value of net assets at end of year (total assets less liabilities)2015-12-31$54,577,328
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,714,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$50,780,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$51,370,299
Interest on participant loans2015-12-31$8,877
Value of interest in common/collective trusts at end of year2015-12-31$2,739,210
Value of interest in common/collective trusts at beginning of year2015-12-31$2,585,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,140,860
Net investment gain or loss from common/collective trusts2015-12-31$20,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$958,506
Employer contributions (assets) at end of year2015-12-31$102,405
Employer contributions (assets) at beginning of year2015-12-31$76,951
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,999,965
Contract administrator fees2015-12-31$21,900
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,204
Total income from all sources (including contributions)2014-12-31$5,519,454
Total of all expenses incurred2014-12-31$4,578,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,322,343
Expenses. Certain deemed distributions of participant loans2014-12-31$127,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,302,241
Value of total assets at end of year2014-12-31$54,723,650
Value of total assets at beginning of year2014-12-31$53,777,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$128,268
Total interest from all sources2014-12-31$10,580
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,326,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,326,423
Administrative expenses professional fees incurred2014-12-31$59,171
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$1,003,410
Amount contributed by the employer to the plan for this plan year2014-12-31$1,003,410
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$298,831
Participant contributions at end of year2014-12-31$470,289
Participant contributions at beginning of year2014-12-31$573,219
Participant contributions at end of year2014-12-31$52,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$120,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$98,241
Administrative expenses (other) incurred2014-12-31$28,097
Liabilities. Value of operating payables at end of year2014-12-31$9,549
Liabilities. Value of operating payables at beginning of year2014-12-31$5,204
Total non interest bearing cash at end of year2014-12-31$48,032
Total non interest bearing cash at beginning of year2014-12-31$36,180
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$941,443
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,714,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,772,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$51,370,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,481,488
Interest on participant loans2014-12-31$10,580
Value of interest in common/collective trusts at end of year2014-12-31$2,585,055
Value of interest in common/collective trusts at beginning of year2014-12-31$3,482,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,845,012
Net investment gain or loss from common/collective trusts2014-12-31$35,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,003,410
Employer contributions (assets) at end of year2014-12-31$76,951
Employer contributions (assets) at beginning of year2014-12-31$106,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,322,343
Contract administrator fees2014-12-31$21,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,324
Total income from all sources (including contributions)2013-12-31$6,887,092
Total of all expenses incurred2013-12-31$3,845,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,612,778
Expenses. Certain deemed distributions of participant loans2013-12-31$126,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,320,133
Value of total assets at end of year2013-12-31$53,777,862
Value of total assets at beginning of year2013-12-31$50,738,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$106,590
Total interest from all sources2013-12-31$13,041
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,256,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,256,875
Administrative expenses professional fees incurred2013-12-31$38,121
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,320,133
Amount contributed by the employer to the plan for this plan year2013-12-31$1,320,133
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$573,219
Participant contributions at beginning of year2013-12-31$641,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$98,241
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$87,547
Administrative expenses (other) incurred2013-12-31$27,469
Liabilities. Value of operating payables at end of year2013-12-31$5,204
Liabilities. Value of operating payables at beginning of year2013-12-31$7,324
Total non interest bearing cash at end of year2013-12-31$36,180
Total non interest bearing cash at beginning of year2013-12-31$96,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,041,623
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,772,658
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,731,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,481,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$46,202,466
Interest on participant loans2013-12-31$13,041
Value of interest in common/collective trusts at end of year2013-12-31$3,482,534
Value of interest in common/collective trusts at beginning of year2013-12-31$3,605,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,328,201
Net investment gain or loss from common/collective trusts2013-12-31$-31,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,320,133
Employer contributions (assets) at end of year2013-12-31$106,200
Employer contributions (assets) at beginning of year2013-12-31$105,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,612,778
Contract administrator fees2013-12-31$21,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,324
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,695
Total income from all sources (including contributions)2012-12-31$5,983,030
Total of all expenses incurred2012-12-31$3,713,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,526,834
Expenses. Certain deemed distributions of participant loans2012-12-31$72,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,216,755
Value of total assets at end of year2012-12-31$50,738,359
Value of total assets at beginning of year2012-12-31$48,471,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$114,817
Total interest from all sources2012-12-31$17,394
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,858,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,858,258
Administrative expenses professional fees incurred2012-12-31$48,981
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,216,755
Amount contributed by the employer to the plan for this plan year2012-12-31$1,216,755
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$641,482
Participant contributions at beginning of year2012-12-31$797,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$87,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$96,840
Administrative expenses (other) incurred2012-12-31$27,086
Liabilities. Value of operating payables at end of year2012-12-31$7,324
Liabilities. Value of operating payables at beginning of year2012-12-31$9,695
Total non interest bearing cash at end of year2012-12-31$96,040
Total non interest bearing cash at beginning of year2012-12-31$47,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,269,150
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,731,035
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$48,461,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$46,202,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$44,296,763
Interest on participant loans2012-12-31$17,394
Value of interest in common/collective trusts at end of year2012-12-31$3,605,824
Value of interest in common/collective trusts at beginning of year2012-12-31$3,116,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,781,640
Net investment gain or loss from common/collective trusts2012-12-31$108,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,216,755
Employer contributions (assets) at end of year2012-12-31$105,000
Employer contributions (assets) at beginning of year2012-12-31$116,600
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,526,834
Contract administrator fees2012-12-31$18,750
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,610
Total income from all sources (including contributions)2011-12-31$4,466,410
Total of all expenses incurred2011-12-31$4,322,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,164,661
Expenses. Certain deemed distributions of participant loans2011-12-31$52,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,146,277
Value of total assets at end of year2011-12-31$48,471,580
Value of total assets at beginning of year2011-12-31$48,324,098
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$104,670
Total interest from all sources2011-12-31$21,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,475,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,438,668
Administrative expenses professional fees incurred2011-12-31$41,768
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,108,774
Amount contributed by the employer to the plan for this plan year2011-12-31$1,108,774
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$797,196
Participant contributions at beginning of year2011-12-31$735,876
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$37,503
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$96,840
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$92,281
Administrative expenses (other) incurred2011-12-31$25,714
Liabilities. Value of operating payables at end of year2011-12-31$9,695
Liabilities. Value of operating payables at beginning of year2011-12-31$6,610
Total non interest bearing cash at end of year2011-12-31$47,904
Total non interest bearing cash at beginning of year2011-12-31$21,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$144,397
Value of net assets at end of year (total assets less liabilities)2011-12-31$48,461,885
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$48,317,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$19,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$44,296,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$44,418,291
Interest on participant loans2011-12-31$21,599
Value of interest in common/collective trusts at end of year2011-12-31$3,116,277
Value of interest in common/collective trusts at beginning of year2011-12-31$2,956,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,710,542
Net investment gain or loss from common/collective trusts2011-12-31$112,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,108,774
Employer contributions (assets) at end of year2011-12-31$116,600
Employer contributions (assets) at beginning of year2011-12-31$99,500
Income. Dividends from common stock2011-12-31$37,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,164,661
Contract administrator fees2011-12-31$18,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$20,606
Total income from all sources (including contributions)2010-12-31$6,044,185
Total of all expenses incurred2010-12-31$3,562,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,462,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,236,762
Value of total assets at end of year2010-12-31$48,324,098
Value of total assets at beginning of year2010-12-31$45,856,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$99,650
Total interest from all sources2010-12-31$31,469
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,456,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,445,782
Administrative expenses professional fees incurred2010-12-31$42,479
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,236,762
Amount contributed by the employer to the plan for this plan year2010-12-31$1,236,762
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$735,876
Participant contributions at beginning of year2010-12-31$917,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$92,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$119,991
Administrative expenses (other) incurred2010-12-31$26,421
Liabilities. Value of operating payables at end of year2010-12-31$6,610
Liabilities. Value of operating payables at beginning of year2010-12-31$20,606
Total non interest bearing cash at end of year2010-12-31$21,850
Total non interest bearing cash at beginning of year2010-12-31$68,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,481,935
Value of net assets at end of year (total assets less liabilities)2010-12-31$48,317,488
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$45,835,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$18,375
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$44,418,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$40,940,047
Interest on participant loans2010-12-31$31,469
Value of interest in common/collective trusts at end of year2010-12-31$2,956,300
Value of interest in common/collective trusts at beginning of year2010-12-31$3,693,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,189,928
Net investment gain or loss from common/collective trusts2010-12-31$129,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,236,762
Employer contributions (assets) at end of year2010-12-31$99,500
Employer contributions (assets) at beginning of year2010-12-31$116,000
Income. Dividends from common stock2010-12-31$11,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,462,600
Contract administrator fees2010-12-31$12,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296
2009 : U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,862,133
Amount contributed by the employer to the plan for this plan year2009-12-31$1,862,133

Form 5500 Responses for U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN

2022: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.A. LOCAL NO. 159 DEFINED CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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