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TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN
Plan identification number 501

TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Prepaid legal

401k Sponsoring company profile

BOARD OF TRUSTEES LOCAL UNION NO. 25 LEGAL PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES LOCAL UNION NO. 25 LEGAL PLAN
Employer identification number (EIN):223032476
NAIC Classification:541190

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01THOMAS MARI2024-08-29
5012022-01-01THOMAS MARI2023-09-20
5012021-01-01THOMAS MARI2023-09-20
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01JOHN MURPHY
5012015-01-01JOHN MURPHY
5012014-01-01
5012013-01-01
5012012-01-01ERNEST SHEEHAN
5012011-01-01JACK COLAMARIA
5012010-01-01JACK COLAMARIA
5012009-01-01JOHN A. MURPHY - UNION TRUSTEE

Plan Statistics for TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN

Measure Date Value
2023: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013,233
Total number of active participants reported on line 7a of the Form 55002023-01-013,759
Total of all active and inactive participants2023-01-013,759
Number of employers contributing to the scheme2023-01-0162
2022: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,274
Total number of active participants reported on line 7a of the Form 55002022-01-013,233
Total of all active and inactive participants2022-01-013,233
Number of employers contributing to the scheme2022-01-0165
2021: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,888
Total number of active participants reported on line 7a of the Form 55002021-01-013,274
Total of all active and inactive participants2021-01-013,274
Number of employers contributing to the scheme2021-01-0164
2020: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,748
Total number of active participants reported on line 7a of the Form 55002020-01-012,888
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,888
Number of employers contributing to the scheme2020-01-0163
2019: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,748
Total number of active participants reported on line 7a of the Form 55002019-01-013,257
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013,257
Number of employers contributing to the scheme2019-01-0159
2018: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,070
Total number of active participants reported on line 7a of the Form 55002018-01-013,748
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013,748
Number of employers contributing to the scheme2018-01-0159
2017: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,802
Total number of active participants reported on line 7a of the Form 55002017-01-014,070
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014,070
Number of employers contributing to the scheme2017-01-0157
2015: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,568
Total number of active participants reported on line 7a of the Form 55002015-01-012,568
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,568
Number of employers contributing to the scheme2015-01-0158
2014: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,749
Total number of active participants reported on line 7a of the Form 55002014-01-012,568
Total of all active and inactive participants2014-01-012,568
Number of employers contributing to the scheme2014-01-0158
2013: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,051
Total number of active participants reported on line 7a of the Form 55002013-01-012,749
Total of all active and inactive participants2013-01-012,749
Number of employers contributing to the scheme2013-01-0167
2012: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,980
Total number of active participants reported on line 7a of the Form 55002012-01-012,051
Total of all active and inactive participants2012-01-012,051
Number of employers contributing to the scheme2012-01-0133
2011: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,060
Total number of active participants reported on line 7a of the Form 55002011-01-011,980
Total of all active and inactive participants2011-01-011,980
Number of employers contributing to the scheme2011-01-0128
2010: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,798
Total number of active participants reported on line 7a of the Form 55002010-01-012,060
Total of all active and inactive participants2010-01-012,060
Number of employers contributing to the scheme2010-01-0127
2009: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,698
Total number of active participants reported on line 7a of the Form 55002009-01-012,798
Total of all active and inactive participants2009-01-012,798
Number of employers contributing to the scheme2009-01-0125

Financial Data on TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN

Measure Date Value
2023 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$135,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$104,103
Total income from all sources (including contributions)2023-12-31$1,290,641
Total of all expenses incurred2023-12-31$1,308,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,191,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,290,567
Value of total assets at end of year2023-12-31$507,834
Value of total assets at beginning of year2023-12-31$494,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$117,292
Total interest from all sources2023-12-31$74
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31No
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Administrative expenses (other) incurred2023-12-31$35,968
Liabilities. Value of operating payables at end of year2023-12-31$23,013
Liabilities. Value of operating payables at beginning of year2023-12-31$29,521
Total non interest bearing cash at end of year2023-12-31$179,893
Total non interest bearing cash at beginning of year2023-12-31$127,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-18,031
Value of net assets at end of year (total assets less liabilities)2023-12-31$372,468
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$390,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$207,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$207,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$207,774
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$74
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,290,567
Employer contributions (assets) at end of year2023-12-31$120,167
Employer contributions (assets) at beginning of year2023-12-31$159,036
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,191,380
Contract administrator fees2023-12-31$73,324
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Liabilities. Value of benefit claims payable at end of year2023-12-31$112,353
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$74,582
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2023-12-31611436956
2022 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$104,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$125,152
Total income from all sources (including contributions)2022-12-31$1,183,960
Total of all expenses incurred2022-12-31$1,106,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,000,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,183,833
Value of total assets at end of year2022-12-31$494,602
Value of total assets at beginning of year2022-12-31$438,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,113
Total interest from all sources2022-12-31$127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,000
Was this plan covered by a fidelity bond2022-12-31No
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
Administrative expenses (other) incurred2022-12-31$36,434
Liabilities. Value of operating payables at end of year2022-12-31$29,521
Liabilities. Value of operating payables at beginning of year2022-12-31$25,788
Total non interest bearing cash at end of year2022-12-31$127,792
Total non interest bearing cash at beginning of year2022-12-31$207,708
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$77,374
Value of net assets at end of year (total assets less liabilities)2022-12-31$390,499
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$313,125
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$207,774
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$128,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$128,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$127
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,183,833
Employer contributions (assets) at end of year2022-12-31$159,036
Employer contributions (assets) at beginning of year2022-12-31$102,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,000,473
Contract administrator fees2022-12-31$62,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$74,582
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$99,364
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 name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$125,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$138,800
Total income from all sources (including contributions)2021-12-31$953,929
Total of all expenses incurred2021-12-31$937,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$846,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$944,771
Value of total assets at end of year2021-12-31$438,277
Value of total assets at beginning of year2021-12-31$435,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$90,553
Total interest from all sources2021-12-31$238
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$7,350
Was this plan covered by a fidelity bond2021-12-31No
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$8,920
Administrative expenses (other) incurred2021-12-31$30,118
Liabilities. Value of operating payables at end of year2021-12-31$25,788
Liabilities. Value of operating payables at beginning of year2021-12-31$15,601
Total non interest bearing cash at end of year2021-12-31$128,114
Total non interest bearing cash at beginning of year2021-12-31$207,641
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$16,689
Value of net assets at end of year (total assets less liabilities)2021-12-31$313,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$296,436
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$207,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$146,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$146,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$238
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$944,771
Employer contributions (assets) at end of year2021-12-31$102,455
Employer contributions (assets) at beginning of year2021-12-31$81,024
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$846,687
Contract administrator fees2021-12-31$53,085
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$99,364
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$123,199
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 name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$138,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79,732
Total income from all sources (including contributions)2020-12-31$946,225
Total of all expenses incurred2020-12-31$982,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$890,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$945,368
Value of total assets at end of year2020-12-31$435,236
Value of total assets at beginning of year2020-12-31$412,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$91,618
Total interest from all sources2020-12-31$857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31No
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$890,596
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$15,194
Administrative expenses (other) incurred2020-12-31$35,005
Liabilities. Value of operating payables at end of year2020-12-31$15,601
Liabilities. Value of operating payables at beginning of year2020-12-31$10,792
Total non interest bearing cash at end of year2020-12-31$207,641
Total non interest bearing cash at beginning of year2020-12-31$206,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-35,989
Value of net assets at end of year (total assets less liabilities)2020-12-31$296,436
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$332,425
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$146,571
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$105,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$105,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$857
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$945,368
Employer contributions (assets) at end of year2020-12-31$81,024
Employer contributions (assets) at beginning of year2020-12-31$85,058
Contract administrator fees2020-12-31$56,613
Liabilities. Value of benefit claims payable at end of year2020-12-31$123,199
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$68,940
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 name2020-12-31WEIDEMA, LAVIN, GROTT ACCOUNTING, P
Accountancy firm EIN2020-12-31453636258
2019 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$70,991
Total income from all sources (including contributions)2019-12-31$1,095,948
Total of all expenses incurred2019-12-31$1,088,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$991,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,094,094
Value of total assets at end of year2019-12-31$412,157
Value of total assets at beginning of year2019-12-31$395,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,851
Total interest from all sources2019-12-31$1,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$15,194
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,856
Administrative expenses (other) incurred2019-12-31$96,851
Liabilities. Value of operating payables at end of year2019-12-31$10,792
Liabilities. Value of operating payables at beginning of year2019-12-31$14,875
Total non interest bearing cash at end of year2019-12-31$206,232
Total non interest bearing cash at beginning of year2019-12-31$306,041
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$7,597
Value of net assets at end of year (total assets less liabilities)2019-12-31$332,425
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$324,828
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$105,673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,854
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,094,094
Employer contributions (assets) at end of year2019-12-31$85,058
Employer contributions (assets) at beginning of year2019-12-31$83,922
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$991,500
Liabilities. Value of benefit claims payable at end of year2019-12-31$68,940
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$56,116
Did the plan have assets held for investment2019-12-31No
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 name2019-12-31WEIDEMA, LAVIN & GROTT PC
Accountancy firm EIN2019-12-31453636258
2018 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$70,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$59,351
Total income from all sources (including contributions)2018-12-31$1,150,494
Total of all expenses incurred2018-12-31$1,125,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,017,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,147,262
Value of total assets at end of year2018-12-31$395,819
Value of total assets at beginning of year2018-12-31$359,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$108,608
Total interest from all sources2018-12-31$3,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$9,408
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,856
Administrative expenses (other) incurred2018-12-31$99,200
Liabilities. Value of operating payables at end of year2018-12-31$14,875
Liabilities. Value of operating payables at beginning of year2018-12-31$5,750
Total non interest bearing cash at end of year2018-12-31$306,041
Total non interest bearing cash at beginning of year2018-12-31$272,100
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$24,512
Value of net assets at end of year (total assets less liabilities)2018-12-31$324,828
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$300,316
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,232
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,147,262
Employer contributions (assets) at end of year2018-12-31$83,922
Employer contributions (assets) at beginning of year2018-12-31$81,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,017,374
Liabilities. Value of benefit claims payable at end of year2018-12-31$56,116
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$53,601
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 name2018-12-31WEIDEMA, LAVIN, GROTT ACCOUNTING, P
Accountancy firm EIN2018-12-31453636258
2017 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$59,351
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$191,876
Total income from all sources (including contributions)2017-12-31$985,393
Total of all expenses incurred2017-12-31$913,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$839,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$983,951
Value of total assets at end of year2017-12-31$359,667
Value of total assets at beginning of year2017-12-31$419,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,680
Total interest from all sources2017-12-31$1,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$5,850
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,856
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,856
Administrative expenses (other) incurred2017-12-31$67,830
Liabilities. Value of operating payables at end of year2017-12-31$5,750
Liabilities. Value of operating payables at beginning of year2017-12-31$5,750
Total non interest bearing cash at end of year2017-12-31$272,100
Total non interest bearing cash at beginning of year2017-12-31$320,806
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$72,259
Value of net assets at end of year (total assets less liabilities)2017-12-31$300,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$228,057
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,442
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$983,951
Employer contributions (assets) at end of year2017-12-31$81,711
Employer contributions (assets) at beginning of year2017-12-31$93,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$839,454
Liabilities. Value of benefit claims payable at end of year2017-12-31$53,601
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$186,126
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 name2017-12-31WEIDEMA, LAVIN, GROTT ACCOUNTING, P
Accountancy firm EIN2017-12-31453636258
2015 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$180,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$179,402
Total income from all sources (including contributions)2015-12-31$842,020
Total of all expenses incurred2015-12-31$844,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$778,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$840,745
Value of total assets at end of year2015-12-31$372,405
Value of total assets at beginning of year2015-12-31$374,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,343
Total interest from all sources2015-12-31$1,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,634
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,116
Administrative expenses (other) incurred2015-12-31$18,177
Liabilities. Value of operating payables at end of year2015-12-31$6,456
Liabilities. Value of operating payables at beginning of year2015-12-31$6,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,512
Value of net assets at end of year (total assets less liabilities)2015-12-31$192,154
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$194,666
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$44,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$298,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$296,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$296,344
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,275
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$840,745
Employer contributions (assets) at end of year2015-12-31$68,600
Employer contributions (assets) at beginning of year2015-12-31$72,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$778,189
Liabilities. Value of benefit claims payable at end of year2015-12-31$173,795
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$173,336
Did the plan have assets held for investment2015-12-31No
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 name2015-12-31WEIDEMA,LAVIN,GROTT & RIENDEAU PC
Accountancy firm EIN2015-12-31453636258
2014 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$179,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$208,781
Total income from all sources (including contributions)2014-12-31$799,165
Total of all expenses incurred2014-12-31$801,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$722,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$798,433
Value of total assets at end of year2014-12-31$374,068
Value of total assets at beginning of year2014-12-31$405,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$78,996
Total interest from all sources2014-12-31$732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$15,408
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$381,148
Participant contributions at end of year2014-12-31$35,321
Participant contributions at beginning of year2014-12-31$38,508
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$722,180
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$16,242
Administrative expenses (other) incurred2014-12-31$63,588
Liabilities. Value of operating payables at end of year2014-12-31$6,066
Liabilities. Value of operating payables at beginning of year2014-12-31$9,472
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$194,666
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$196,677
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$296,344
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$299,565
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$299,565
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$732
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$417,285
Employer contributions (assets) at end of year2014-12-31$37,287
Employer contributions (assets) at beginning of year2014-12-31$51,143
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$173,336
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$199,309
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 name2014-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2014-12-31043508036
2013 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$208,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,060
Total income from all sources (including contributions)2013-12-31$754,606
Total of all expenses incurred2013-12-31$745,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$698,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$753,763
Value of total assets at end of year2013-12-31$405,458
Value of total assets at beginning of year2013-12-31$243,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$47,354
Total interest from all sources2013-12-31$843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,875
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$388,440
Participant contributions at end of year2013-12-31$38,508
Participant contributions at beginning of year2013-12-31$17,353
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$16,242
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$10,148
Administrative expenses (other) incurred2013-12-31$39,479
Liabilities. Value of operating payables at end of year2013-12-31$9,472
Liabilities. Value of operating payables at beginning of year2013-12-31$973
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$8,848
Value of net assets at end of year (total assets less liabilities)2013-12-31$196,677
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$187,829
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$299,565
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$174,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$174,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$843
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$365,323
Employer contributions (assets) at end of year2013-12-31$51,143
Employer contributions (assets) at beginning of year2013-12-31$41,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$698,404
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
Liabilities. Value of benefit claims payable at end of year2013-12-31$199,309
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$55,087
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 name2013-12-31MANZI & ASSOCIATES LLC
Accountancy firm EIN2013-12-31043508036
2012 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$56,060
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$46,310
Total income from all sources (including contributions)2012-12-31$590,955
Total of all expenses incurred2012-12-31$579,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$524,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$589,904
Value of total assets at end of year2012-12-31$243,889
Value of total assets at beginning of year2012-12-31$222,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,914
Total interest from all sources2012-12-31$1,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$8,858
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$384,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$10,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,148
Administrative expenses (other) incurred2012-12-31$46,056
Liabilities. Value of operating payables at end of year2012-12-31$56,060
Liabilities. Value of operating payables at beginning of year2012-12-31$46,310
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$11,874
Value of net assets at end of year (total assets less liabilities)2012-12-31$187,829
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$175,955
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$174,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$162,518
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$162,518
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,051
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$205,145
Employer contributions (assets) at end of year2012-12-31$59,335
Employer contributions (assets) at beginning of year2012-12-31$49,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$524,167
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 name2012-12-31MANZI & ASSOCIATES, LLC
Accountancy firm EIN2012-12-31043508036
2011 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$46,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$58,238
Total income from all sources (including contributions)2011-12-31$573,915
Total of all expenses incurred2011-12-31$593,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$517,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$572,255
Value of total assets at end of year2011-12-31$222,265
Value of total assets at beginning of year2011-12-31$253,399
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$76,118
Total interest from all sources2011-12-31$1,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$41,190
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$374,484
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,148
Administrative expenses (other) incurred2011-12-31$34,928
Liabilities. Value of operating payables at end of year2011-12-31$46,310
Liabilities. Value of operating payables at beginning of year2011-12-31$58,238
Total non interest bearing cash at beginning of year2011-12-31$91,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-19,206
Value of net assets at end of year (total assets less liabilities)2011-12-31$175,955
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$195,161
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$162,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$119,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$119,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,660
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$197,771
Employer contributions (assets) at end of year2011-12-31$49,599
Employer contributions (assets) at beginning of year2011-12-31$42,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$517,003
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 name2011-12-31MANZI & ASSOCIATES, LLC
Accountancy firm EIN2011-12-31043508036
2010 : TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$58,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$103,634
Total income from all sources (including contributions)2010-12-31$691,859
Total of all expenses incurred2010-12-31$697,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$634,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$691,859
Value of total assets at end of year2010-12-31$253,399
Value of total assets at beginning of year2010-12-31$311,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$23,438
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$397,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$10,315
Administrative expenses (other) incurred2010-12-31$39,813
Liabilities. Value of operating payables at end of year2010-12-31$58,238
Liabilities. Value of operating payables at beginning of year2010-12-31$103,634
Total non interest bearing cash at end of year2010-12-31$91,529
Total non interest bearing cash at beginning of year2010-12-31$70,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-5,447
Value of net assets at end of year (total assets less liabilities)2010-12-31$195,161
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$208,237
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
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$119,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$117,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$117,705
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$294,316
Employer contributions (assets) at end of year2010-12-31$42,293
Employer contributions (assets) at beginning of year2010-12-31$113,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$634,055
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 name2010-12-31MANZI & ASSOCIATES, LLC
Accountancy firm EIN2010-12-31043508036

Form 5500 Responses for TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN

2023: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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
2015: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL 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: TEAMSTERS LOCAL UNION NO. 25 LEGAL PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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