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TEAMSTERS LOCAL 929 RETIREMENT PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL 929 RETIREMENT PLAN
Plan identification number 001

TEAMSTERS LOCAL 929 RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF TEAMSTERS LOCAL 929 RETIREMENT PLAN
Employer identification number (EIN):232592447
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 929 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN J BRYAN2024-10-07
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN PRESTON
0012016-01-01JOHN PRESTON
0012015-01-01JOHN PRESTON
0012014-01-01JOHN PRESTON
0012013-01-01JOHN PRESTON
0012012-01-01JOHN PRESTON
0012011-01-01JOHN PRESTON
0012010-01-01JOHN PRESTON
0012009-01-01JOHN PRESTON GEORGE BINCK2010-10-07

Plan Statistics for TEAMSTERS LOCAL 929 RETIREMENT PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL 929 RETIREMENT PLAN

Measure Date Value
2023: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,765
Total number of active participants reported on line 7a of the Form 55002023-01-012,595
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-012,596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0111
Total participants2023-01-012,607
Number of participants with account balances2023-01-012,607
Number of employers contributing to the scheme2023-01-0137
2022: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,581
Total number of active participants reported on line 7a of the Form 55002022-01-011,415
Number of retired or separated participants receiving benefits2022-01-011,232
Total of all active and inactive participants2022-01-012,647
Total participants2022-01-012,647
Number of participants with account balances2022-01-012,647
Number of employers contributing to the scheme2022-01-0137
2021: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,550
Total number of active participants reported on line 7a of the Form 55002021-01-011,466
Number of retired or separated participants receiving benefits2021-01-011,115
Total of all active and inactive participants2021-01-012,581
Total participants2021-01-012,581
Number of participants with account balances2021-01-012,581
Number of employers contributing to the scheme2021-01-0140
2020: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,471
Total number of active participants reported on line 7a of the Form 55002020-01-011,511
Number of other retired or separated participants entitled to future benefits2020-01-011,039
Total of all active and inactive participants2020-01-012,550
Total participants2020-01-012,550
Number of participants with account balances2020-01-012,550
Number of employers contributing to the scheme2020-01-0138
2019: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,642
Total number of active participants reported on line 7a of the Form 55002019-01-011,644
Number of other retired or separated participants entitled to future benefits2019-01-01827
Total of all active and inactive participants2019-01-012,471
Total participants2019-01-012,471
Number of participants with account balances2019-01-012,471
Number of employers contributing to the scheme2019-01-0137
2018: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,716
Total number of active participants reported on line 7a of the Form 55002018-01-011,771
Number of other retired or separated participants entitled to future benefits2018-01-01871
Total of all active and inactive participants2018-01-012,642
Total participants2018-01-012,642
Number of participants with account balances2018-01-012,642
Number of employers contributing to the scheme2018-01-0137
2017: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,597
Total number of active participants reported on line 7a of the Form 55002017-01-011,744
Number of retired or separated participants receiving benefits2017-01-01972
Total of all active and inactive participants2017-01-012,716
Total participants2017-01-012,716
Number of employers contributing to the scheme2017-01-0136
2016: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,490
Total number of active participants reported on line 7a of the Form 55002016-01-011,804
Number of retired or separated participants receiving benefits2016-01-01793
Total of all active and inactive participants2016-01-012,597
Total participants2016-01-012,597
Number of participants with account balances2016-01-012,597
Number of employers contributing to the scheme2016-01-0136
2015: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,329
Total number of active participants reported on line 7a of the Form 55002015-01-011,756
Number of other retired or separated participants entitled to future benefits2015-01-01734
Total of all active and inactive participants2015-01-012,490
Total participants2015-01-012,490
Number of employers contributing to the scheme2015-01-0136
2014: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,293
Total number of active participants reported on line 7a of the Form 55002014-01-011,942
Number of other retired or separated participants entitled to future benefits2014-01-01387
Total of all active and inactive participants2014-01-012,329
Total participants2014-01-012,329
Number of participants with account balances2014-01-012,329
Number of employers contributing to the scheme2014-01-0134
2013: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,228
Total number of active participants reported on line 7a of the Form 55002013-01-011,850
Number of other retired or separated participants entitled to future benefits2013-01-01443
Total of all active and inactive participants2013-01-012,293
Total participants2013-01-012,293
Number of participants with account balances2013-01-012,293
Number of employers contributing to the scheme2013-01-0134
2012: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,443
Total number of active participants reported on line 7a of the Form 55002012-01-011,810
Number of other retired or separated participants entitled to future benefits2012-01-01418
Total of all active and inactive participants2012-01-012,228
Total participants2012-01-012,228
Number of participants with account balances2012-01-012,228
Number of employers contributing to the scheme2012-01-0133
2011: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,470
Total number of active participants reported on line 7a of the Form 55002011-01-011,709
Number of other retired or separated participants entitled to future benefits2011-01-01734
Total of all active and inactive participants2011-01-012,443
Total participants2011-01-012,443
Number of participants with account balances2011-01-012,443
Number of employers contributing to the scheme2011-01-0132
2010: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013,192
Total number of active participants reported on line 7a of the Form 55002010-01-011,743
Number of other retired or separated participants entitled to future benefits2010-01-01727
Total of all active and inactive participants2010-01-012,470
Total participants2010-01-012,470
Number of participants with account balances2010-01-012,470
Number of employers contributing to the scheme2010-01-0132
2009: TEAMSTERS LOCAL 929 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,930
Total number of active participants reported on line 7a of the Form 55002009-01-011,785
Number of other retired or separated participants entitled to future benefits2009-01-011,407
Total of all active and inactive participants2009-01-013,192
Total participants2009-01-013,192
Number of participants with account balances2009-01-013,192
Number of employers contributing to the scheme2009-01-0140

Financial Data on TEAMSTERS LOCAL 929 RETIREMENT PLAN

Measure Date Value
2023 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$30,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$29,664
Total income from all sources (including contributions)2023-12-31$6,237,839
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,863,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,543,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,376,770
Value of total assets at end of year2023-12-31$29,920,029
Value of total assets at beginning of year2023-12-31$26,543,960
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$319,222
Total interest from all sources2023-12-31$38,745
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$777,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$777,174
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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
Participant contributions at end of year2023-12-31$658,658
Participant contributions at beginning of year2023-12-31$201,744
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$7,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,394
Other income not declared elsewhere2023-12-31$9,431
Administrative expenses (other) incurred2023-12-31$43,213
Liabilities. Value of operating payables at end of year2023-12-31$30,902
Liabilities. Value of operating payables at beginning of year2023-12-31$29,664
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$3,374,831
Value of net assets at end of year (total assets less liabilities)2023-12-31$29,889,127
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$26,514,296
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
Investment advisory and management fees2023-12-31$107,133
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$28,725,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$25,754,293
Interest on participant loans2023-12-31$35,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$310,673
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$330,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$330,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$3,035,719
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$2,376,770
Employer contributions (assets) at end of year2023-12-31$217,462
Employer contributions (assets) at beginning of year2023-12-31$250,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,543,786
Contract administrator fees2023-12-31$130,788
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
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
Aggregate proceeds on sale of assets2023-12-31$53,143
Aggregate carrying amount (costs) on sale of assets2023-12-31$53,143
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 929 RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,694
Total income from all sources (including contributions)2022-12-31$-2,573,067
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,674,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,393,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,405,373
Value of total assets at end of year2022-12-31$26,543,960
Value of total assets at beginning of year2022-12-31$31,791,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$280,789
Total interest from all sources2022-12-31$1,341
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$809,372
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$809,372
Administrative expenses professional fees incurred2022-12-31$34,963
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Participant contributions at end of year2022-12-31$201,744
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,394
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$44,983
Other income not declared elsewhere2022-12-31$19,078
Administrative expenses (other) incurred2022-12-31$28,657
Liabilities. Value of operating payables at end of year2022-12-31$29,664
Liabilities. Value of operating payables at beginning of year2022-12-31$29,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,247,126
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,514,296
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,761,422
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$101,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,754,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,311,758
Interest on participant loans2022-12-31$101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$330,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$238,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$238,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,240
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,808,231
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$2,405,373
Employer contributions (assets) at end of year2022-12-31$250,013
Employer contributions (assets) at beginning of year2022-12-31$195,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,393,270
Contract administrator fees2022-12-31$115,985
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
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
Aggregate proceeds on sale of assets2022-12-31$4,098
Aggregate carrying amount (costs) on sale of assets2022-12-31$4,098
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 929 RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$31,255
Total income from all sources (including contributions)2021-12-31$5,346,578
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,997,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,806,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,062,107
Value of total assets at end of year2021-12-31$31,791,116
Value of total assets at beginning of year2021-12-31$30,443,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$190,265
Total interest from all sources2021-12-31$1,011
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,010,328
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$1,010,328
Administrative expenses professional fees incurred2021-12-31$31,895
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$2,069,264
Amount contributed by the employer to the plan for this plan year2021-12-31$2,069,264
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$44,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$54,821
Administrative expenses (other) incurred2021-12-31$16,224
Liabilities. Value of operating payables at end of year2021-12-31$29,694
Liabilities. Value of operating payables at beginning of year2021-12-31$31,255
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$1,349,499
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,761,422
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,411,923
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$24,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$31,311,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,082,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$238,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$116,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$116,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,273,132
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$2,062,107
Employer contributions (assets) at end of year2021-12-31$195,726
Employer contributions (assets) at beginning of year2021-12-31$189,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,806,814
Contract administrator fees2021-12-31$117,606
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
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
Aggregate proceeds on sale of assets2021-12-31$2,499
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,499
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 929 RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$31,255
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,864
Total income from all sources (including contributions)2020-12-31$5,839,305
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,423,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,241,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,069,264
Value of total assets at end of year2020-12-31$30,443,178
Value of total assets at beginning of year2020-12-31$27,020,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$182,182
Total interest from all sources2020-12-31$1,484
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$867,861
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$867,861
Administrative expenses professional fees incurred2020-12-31$36,011
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$2,069,264
Amount contributed by the employer to the plan for this plan year2020-12-31$2,069,264
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$54,821
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$37,094
Administrative expenses (other) incurred2020-12-31$13,418
Liabilities. Value of operating payables at end of year2020-12-31$31,255
Liabilities. Value of operating payables at beginning of year2020-12-31$24,864
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$3,415,861
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,411,923
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,996,062
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$24,222
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,082,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,476,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$116,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$300,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$300,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,900,696
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$2,069,264
Employer contributions (assets) at end of year2020-12-31$189,376
Employer contributions (assets) at beginning of year2020-12-31$207,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,241,262
Contract administrator fees2020-12-31$108,531
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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
Aggregate proceeds on sale of assets2020-12-31$2,455
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,455
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$28,327
Total income from all sources (including contributions)2019-12-31$6,504,577
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,651,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,479,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,498,500
Value of total assets at end of year2019-12-31$27,020,926
Value of total assets at beginning of year2019-12-31$23,171,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$172,168
Total interest from all sources2019-12-31$3,652
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$972,596
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$972,596
Administrative expenses professional fees incurred2019-12-31$36,219
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$2,498,500
Amount contributed by the employer to the plan for this plan year2019-12-31$2,498,500
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$37,094
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$77,398
Administrative expenses (other) incurred2019-12-31$19,981
Liabilities. Value of operating payables at end of year2019-12-31$24,864
Liabilities. Value of operating payables at beginning of year2019-12-31$28,327
Total non interest bearing cash at beginning of year2019-12-31$543,167
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$3,852,809
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,996,062
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,143,253
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,476,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$22,336,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$300,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,110
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,029,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$2,498,500
Employer contributions (assets) at end of year2019-12-31$207,365
Employer contributions (assets) at beginning of year2019-12-31$205,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,479,600
Contract administrator fees2019-12-31$105,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
Aggregate proceeds on sale of assets2019-12-31$10,965
Aggregate carrying amount (costs) on sale of assets2019-12-31$10,965
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 name2019-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2019-12-31611436956
2018 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$28,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,027
Total income from all sources (including contributions)2018-12-31$1,725,560
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,662,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,494,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,422,245
Value of total assets at end of year2018-12-31$23,171,580
Value of total assets at beginning of year2018-12-31$23,102,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$167,938
Total interest from all sources2018-12-31$1,094
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$813,213
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$813,213
Administrative expenses professional fees incurred2018-12-31$40,160
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
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$2,422,245
Amount contributed by the employer to the plan for this plan year2018-12-31$2,422,245
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$77,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$34,348
Administrative expenses (other) incurred2018-12-31$15,616
Liabilities. Value of operating payables at end of year2018-12-31$28,327
Liabilities. Value of operating payables at beginning of year2018-12-31$23,027
Total non interest bearing cash at end of year2018-12-31$543,167
Total non interest bearing cash at beginning of year2018-12-31$213,444
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$63,372
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,143,253
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,079,881
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$22,336,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$22,626,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$10,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$10,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,510,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$2,422,245
Employer contributions (assets) at end of year2018-12-31$205,987
Employer contributions (assets) at beginning of year2018-12-31$218,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,494,250
Contract administrator fees2018-12-31$102,162
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
Aggregate proceeds on sale of assets2018-12-31$2,332
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,332
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 name2018-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2018-12-31611436956
2017 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,412
Total income from all sources (including contributions)2017-12-31$4,986,926
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,642,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,486,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,403,552
Value of total assets at end of year2017-12-31$23,102,908
Value of total assets at beginning of year2017-12-31$19,752,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$156,198
Total interest from all sources2017-12-31$324
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$600,368
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$600,368
Administrative expenses professional fees incurred2017-12-31$28,175
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
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$2,403,552
Amount contributed by the employer to the plan for this plan year2017-12-31$2,403,552
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$34,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$20,364
Administrative expenses (other) incurred2017-12-31$17,118
Liabilities. Value of operating payables at end of year2017-12-31$23,027
Liabilities. Value of operating payables at beginning of year2017-12-31$17,412
Total non interest bearing cash at end of year2017-12-31$213,444
Total non interest bearing cash at beginning of year2017-12-31$163,722
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$3,344,382
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,079,881
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$19,735,499
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$22,626,297
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$19,331,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$10,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,982,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$2,403,552
Employer contributions (assets) at end of year2017-12-31$218,378
Employer contributions (assets) at beginning of year2017-12-31$233,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,486,346
Contract administrator fees2017-12-31$100,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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
Aggregate proceeds on sale of assets2017-12-31$351,766
Aggregate carrying amount (costs) on sale of assets2017-12-31$351,766
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 name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,272
Total income from all sources (including contributions)2016-12-31$3,709,276
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,650,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,499,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,360,657
Value of total assets at end of year2016-12-31$19,752,911
Value of total assets at beginning of year2016-12-31$17,697,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$151,938
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$440,222
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$440,222
Administrative expenses professional fees incurred2016-12-31$34,308
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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$2,360,657
Amount contributed by the employer to the plan for this plan year2016-12-31$2,360,657
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$20,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23,415
Administrative expenses (other) incurred2016-12-31$15,364
Liabilities. Value of operating payables at end of year2016-12-31$17,412
Liabilities. Value of operating payables at beginning of year2016-12-31$20,272
Total non interest bearing cash at end of year2016-12-31$163,722
Total non interest bearing cash at beginning of year2016-12-31$93,735
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$2,058,317
Value of net assets at end of year (total assets less liabilities)2016-12-31$19,735,499
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,677,182
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$19,331,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$17,335,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$908,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,360,657
Employer contributions (assets) at end of year2016-12-31$233,475
Employer contributions (assets) at beginning of year2016-12-31$243,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,499,021
Contract administrator fees2016-12-31$92,266
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
Aggregate proceeds on sale of assets2016-12-31$1,605,750
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,605,750
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 name2016-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2016-12-31611436956
2015 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,877
Total income from all sources (including contributions)2015-12-31$1,931,913
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,902,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,760,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,230,871
Value of total assets at end of year2015-12-31$17,697,454
Value of total assets at beginning of year2015-12-31$17,663,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$141,476
Total interest from all sources2015-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$703,409
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$703,409
Administrative expenses professional fees incurred2015-12-31$27,706
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
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$2,230,871
Amount contributed by the employer to the plan for this plan year2015-12-31$2,230,871
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$23,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31,457
Administrative expenses (other) incurred2015-12-31$17,233
Liabilities. Value of operating payables at end of year2015-12-31$20,272
Liabilities. Value of operating payables at beginning of year2015-12-31$15,877
Total non interest bearing cash at end of year2015-12-31$93,735
Total non interest bearing cash at beginning of year2015-12-31$85,078
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$29,890
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,677,182
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,647,292
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$17,335,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,336,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,002,368
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$2,230,871
Employer contributions (assets) at end of year2015-12-31$243,896
Employer contributions (assets) at beginning of year2015-12-31$206,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,760,547
Contract administrator fees2015-12-31$86,537
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
Aggregate proceeds on sale of assets2015-12-31$2,499
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,499
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 name2015-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2015-12-31611436956
2014 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,214
Total income from all sources (including contributions)2014-12-31$2,938,897
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,350,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,220,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,154,636
Value of total assets at end of year2014-12-31$17,663,169
Value of total assets at beginning of year2014-12-31$16,072,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$130,050
Total interest from all sources2014-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,096,914
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$1,096,914
Administrative expenses professional fees incurred2014-12-31$17,120
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
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$2,154,636
Amount contributed by the employer to the plan for this plan year2014-12-31$2,154,636
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31,457
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$25,396
Other income not declared elsewhere2014-12-31$4,440
Administrative expenses (other) incurred2014-12-31$22,932
Liabilities. Value of operating payables at end of year2014-12-31$15,877
Liabilities. Value of operating payables at beginning of year2014-12-31$14,214
Total non interest bearing cash at end of year2014-12-31$85,078
Total non interest bearing cash at beginning of year2014-12-31$48,613
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$1,588,814
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,647,292
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,058,478
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$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,336,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$15,863,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-317,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,154,636
Employer contributions (assets) at end of year2014-12-31$206,738
Employer contributions (assets) at beginning of year2014-12-31$134,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,220,033
Contract administrator fees2014-12-31$79,998
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
Aggregate proceeds on sale of assets2014-12-31$2,290
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,290
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 name2014-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2014-12-31611436956
2013 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,326
Total income from all sources (including contributions)2013-12-31$4,136,620
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,228,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,106,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,037,760
Value of total assets at end of year2013-12-31$16,072,692
Value of total assets at beginning of year2013-12-31$13,163,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$122,336
Total interest from all sources2013-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$487,175
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$487,175
Administrative expenses professional fees incurred2013-12-31$17,336
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
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$2,037,760
Amount contributed by the employer to the plan for this plan year2013-12-31$2,037,760
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$25,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$34,561
Other income not declared elsewhere2013-12-31$5,491
Administrative expenses (other) incurred2013-12-31$17,000
Liabilities. Value of operating payables at end of year2013-12-31$14,214
Liabilities. Value of operating payables at beginning of year2013-12-31$13,326
Total non interest bearing cash at end of year2013-12-31$48,613
Total non interest bearing cash at beginning of year2013-12-31$107,651
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$2,908,045
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,058,478
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,150,433
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$8,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$15,863,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,869,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,606,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$2,037,760
Employer contributions (assets) at end of year2013-12-31$134,653
Employer contributions (assets) at beginning of year2013-12-31$151,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,106,239
Contract administrator fees2013-12-31$79,875
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
Aggregate proceeds on sale of assets2013-12-31$1,665
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,665
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 name2013-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2013-12-31611436956
2012 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,175
Total income from all sources (including contributions)2012-12-31$3,445,856
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$894,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$774,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,056,470
Value of total assets at end of year2012-12-31$13,163,759
Value of total assets at beginning of year2012-12-31$10,613,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$119,827
Total interest from all sources2012-12-31$264
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$450,815
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$450,815
Administrative expenses professional fees incurred2012-12-31$12,116
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
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$2,056,470
Amount contributed by the employer to the plan for this plan year2012-12-31$2,056,470
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$34,561
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$10,759
Other income not declared elsewhere2012-12-31$7,120
Administrative expenses (other) incurred2012-12-31$20,356
Liabilities. Value of operating payables at end of year2012-12-31$13,326
Liabilities. Value of operating payables at beginning of year2012-12-31$14,175
Total non interest bearing cash at end of year2012-12-31$107,651
Total non interest bearing cash at beginning of year2012-12-31$81,368
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$2,551,360
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,150,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,599,073
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$7,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,869,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,331,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$931,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$2,056,470
Employer contributions (assets) at end of year2012-12-31$151,386
Employer contributions (assets) at beginning of year2012-12-31$188,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$774,669
Contract administrator fees2012-12-31$79,855
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
Aggregate proceeds on sale of assets2012-12-31$7,504,415
Aggregate carrying amount (costs) on sale of assets2012-12-31$7,504,415
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 name2012-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2012-12-31611436956
2011 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,175
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$29,237
Total income from all sources (including contributions)2011-12-31$1,868,464
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$845,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$695,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,921,537
Value of total assets at end of year2011-12-31$10,613,248
Value of total assets at beginning of year2011-12-31$9,605,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$150,111
Total interest from all sources2011-12-31$703
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$246,194
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$246,194
Administrative expenses professional fees incurred2011-12-31$47,146
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
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$1,921,537
Amount contributed by the employer to the plan for this plan year2011-12-31$1,921,537
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$10,759
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,597
Other income not declared elsewhere2011-12-31$29,223
Administrative expenses (other) incurred2011-12-31$34,539
Liabilities. Value of operating payables at end of year2011-12-31$14,175
Liabilities. Value of operating payables at beginning of year2011-12-31$29,237
Total non interest bearing cash at end of year2011-12-31$81,368
Total non interest bearing cash at beginning of year2011-12-31$54,636
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$1,022,999
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,599,073
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,576,074
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$5,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,331,579
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,647,125
Value of interest in common/collective trusts at beginning of year2011-12-31$4,448,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,274,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,274,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-329,193
Net investment gain or loss from common/collective trusts2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,921,537
Employer contributions (assets) at end of year2011-12-31$188,820
Employer contributions (assets) at beginning of year2011-12-31$167,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$695,354
Contract administrator fees2011-12-31$62,801
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
Aggregate proceeds on sale of assets2011-12-31$2,382,778
Aggregate carrying amount (costs) on sale of assets2011-12-31$2,382,778
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 name2011-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2011-12-31611436956
2010 : TEAMSTERS LOCAL 929 RETIREMENT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$29,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$45,351
Total income from all sources (including contributions)2010-12-31$2,442,022
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,654,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,447,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,851,554
Value of total assets at end of year2010-12-31$9,605,311
Value of total assets at beginning of year2010-12-31$8,833,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$206,666
Total interest from all sources2010-12-31$16
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$45,290
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
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$1,851,554
Amount contributed by the employer to the plan for this plan year2010-12-31$1,851,554
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,597
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$14,608
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,790
Administrative expenses (other) incurred2010-12-31$21,707
Liabilities. Value of operating payables at end of year2010-12-31$29,237
Liabilities. Value of operating payables at beginning of year2010-12-31$41,561
Total non interest bearing cash at end of year2010-12-31$54,636
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$787,830
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,576,074
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,788,244
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$5,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,647,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,075,626
Interest earned on other investments2010-12-31$16
Value of interest in common/collective trusts at end of year2010-12-31$4,448,249
Value of interest in common/collective trusts at beginning of year2010-12-31$4,419,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,274,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$2,134,461
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$2,134,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$559,439
Net investment gain or loss from common/collective trusts2010-12-31$31,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,851,554
Employer contributions (assets) at end of year2010-12-31$167,738
Employer contributions (assets) at beginning of year2010-12-31$189,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,447,526
Contract administrator fees2010-12-31$134,379
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
Aggregate proceeds on sale of assets2010-12-31$1,048,897
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,048,897
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 name2010-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2010-12-31611436956
2009 : TEAMSTERS LOCAL 929 RETIREMENT 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$1,717,428
Amount contributed by the employer to the plan for this plan year2009-12-31$1,717,428

Form 5500 Responses for TEAMSTERS LOCAL 929 RETIREMENT PLAN

2023: TEAMSTERS LOCAL 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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: TEAMSTERS LOCAL 929 RETIREMENT 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: TEAMSTERS LOCAL 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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 929 RETIREMENT 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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