Logo

LOCAL 837 401K PLAN 401k Plan overview

Plan NameLOCAL 837 401K PLAN
Plan identification number 002

LOCAL 837 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LOCAL 837 PENSION PLAN BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 837 PENSION PLAN BOARD OF TRUSTEES
Employer identification number (EIN):236527213
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 837 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01PAMELA PALMER DOMINIC MARANO2018-10-11
0022016-01-01PAMELA PALMER DOMINIC MARANO2017-10-16
0022015-01-01PAMELA PALMER DOMINIC MARANO2016-10-14
0022014-01-01PAMELA PALMER DOMINIC MARANO2015-10-15
0022013-01-01PAMELA PALMER DOMINIC MARANO2014-10-10
0022012-01-01PAMELA PALMER DOMINIC MARANO2013-10-15
0022011-01-01JOHN DULCZAK DOMINIC MARANO2012-10-15
0022010-01-01JOHN DULCZAK DOMINIC MARANO2011-10-14
0022009-01-01JOHN DULCZAK DOMINIC MARANO2010-10-14

Plan Statistics for LOCAL 837 401K PLAN

401k plan membership statisitcs for LOCAL 837 401K PLAN

Measure Date Value
2023: LOCAL 837 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01239
Total number of active participants reported on line 7a of the Form 55002023-01-0133
Number of retired or separated participants receiving benefits2023-01-01195
Total of all active and inactive participants2023-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01228
Number of participants with account balances2023-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-012
2022: LOCAL 837 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01477
Total number of active participants reported on line 7a of the Form 55002022-01-019
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01230
Total of all active and inactive participants2022-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01239
Number of participants with account balances2022-01-01239
Number of employers contributing to the scheme2022-01-012
2021: LOCAL 837 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01561
Total number of active participants reported on line 7a of the Form 55002021-01-01354
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01477
Number of participants with account balances2021-01-01328
Number of employers contributing to the scheme2021-01-013
2020: LOCAL 837 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01774
Total number of active participants reported on line 7a of the Form 55002020-01-01438
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01560
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01561
Number of participants with account balances2020-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
Number of employers contributing to the scheme2020-01-013
2019: LOCAL 837 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01773
Total number of active participants reported on line 7a of the Form 55002019-01-01474
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01293
Total of all active and inactive participants2019-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01774
Number of participants with account balances2019-01-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
Number of employers contributing to the scheme2019-01-013
2018: LOCAL 837 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01726
Total number of active participants reported on line 7a of the Form 55002018-01-01473
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01294
Total of all active and inactive participants2018-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01773
Number of participants with account balances2018-01-01712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0180
Number of employers contributing to the scheme2018-01-013
2017: LOCAL 837 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01653
Total number of active participants reported on line 7a of the Form 55002017-01-01453
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01268
Total of all active and inactive participants2017-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-01726
Number of participants with account balances2017-01-01664
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0177
Number of employers contributing to the scheme2017-01-014
2016: LOCAL 837 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01551
Total number of active participants reported on line 7a of the Form 55002016-01-01395
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01253
Total of all active and inactive participants2016-01-01648
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-015
Total participants2016-01-01653
Number of participants with account balances2016-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0173
Number of employers contributing to the scheme2016-01-014
2015: LOCAL 837 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01455
Total number of active participants reported on line 7a of the Form 55002015-01-01377
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01169
Total of all active and inactive participants2015-01-01546
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-01551
Number of participants with account balances2015-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0152
Number of employers contributing to the scheme2015-01-014
2014: LOCAL 837 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01402
Total number of active participants reported on line 7a of the Form 55002014-01-01302
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01149
Total of all active and inactive participants2014-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01455
Number of participants with account balances2014-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0131
Number of employers contributing to the scheme2014-01-014
2013: LOCAL 837 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01439
Total number of active participants reported on line 7a of the Form 55002013-01-01265
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01136
Total of all active and inactive participants2013-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01402
Number of participants with account balances2013-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0119
Number of employers contributing to the scheme2013-01-015
2012: LOCAL 837 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01536
Total number of active participants reported on line 7a of the Form 55002012-01-01260
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01178
Total of all active and inactive participants2012-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01439
Number of participants with account balances2012-01-01428
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0120
Number of employers contributing to the scheme2012-01-015
2011: LOCAL 837 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01647
Total number of active participants reported on line 7a of the Form 55002011-01-01412
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01124
Total of all active and inactive participants2011-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01536
Number of participants with account balances2011-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-015
2010: LOCAL 837 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01693
Total number of active participants reported on line 7a of the Form 55002010-01-01335
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01312
Total of all active and inactive participants2010-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01647
Number of participants with account balances2010-01-01647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-017
2009: LOCAL 837 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01699
Total number of active participants reported on line 7a of the Form 55002009-01-01380
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01313
Total of all active and inactive participants2009-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01693
Number of participants with account balances2009-01-01693
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-017

Financial Data on LOCAL 837 401K PLAN

Measure Date Value
2023 : LOCAL 837 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$113,957
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$53,132
Total income from all sources (including contributions)2023-12-31$196,565
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$359,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$292,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$13,376
Value of total assets at end of year2023-12-31$1,631,512
Value of total assets at beginning of year2023-12-31$1,734,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$67,677
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
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 bond2023-12-31Yes
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
Contributions received from participants2023-12-31$10,478
Participant contributions at end of year2023-12-31$204
Participant contributions at beginning of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$113,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$53,132
Administrative expenses (other) incurred2023-12-31$2,706
Total non interest bearing cash at beginning of year2023-12-31$303,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-163,391
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,517,555
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,680,946
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 in registered invesment companies (eg mutual funds) at end of year2023-12-31$1,297,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$1,403,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$308,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$183,189
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,898
Employer contributions (assets) at end of year2023-12-31$24,565
Employer contributions (assets) at beginning of year2023-12-31$26,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$292,279
Contract administrator fees2023-12-31$58,783
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 name2023-12-31FISCHER DORWART, PC
Accountancy firm EIN2023-12-31232247478
2022 : LOCAL 837 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$48,158
Total income from all sources (including contributions)2022-12-31$-368,926
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$648,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$583,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$-3,465
Value of total assets at end of year2022-12-31$1,734,078
Value of total assets at beginning of year2022-12-31$2,746,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,960
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$69,966
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$69,966
Administrative expenses professional fees incurred2022-12-31$6,346
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
Contributions received from participants2022-12-31$10,781
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$840
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$53,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$48,158
Administrative expenses (other) incurred2022-12-31$52,614
Total non interest bearing cash at end of year2022-12-31$303,581
Total non interest bearing cash at beginning of year2022-12-31$341,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,017,764
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,680,946
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,698,710
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,403,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,354,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-435,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$-14,246
Employer contributions (assets) at end of year2022-12-31$26,058
Employer contributions (assets) at beginning of year2022-12-31$50,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$583,878
Contract administrator fees2022-12-31$6,000
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 name2022-12-31FISCHER DORWART PC
Accountancy firm EIN2022-12-31232247478
2021 : LOCAL 837 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$48,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$47,348
Total income from all sources (including contributions)2021-12-31$334,781
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,041,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$977,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,382
Value of total assets at end of year2021-12-31$2,746,868
Value of total assets at beginning of year2021-12-31$3,452,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$63,651
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$210,618
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$210,618
Administrative expenses professional fees incurred2021-12-31$5,250
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$22,174
Participant contributions at end of year2021-12-31$840
Participant contributions at beginning of year2021-12-31$1,515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$48,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$47,348
Administrative expenses (other) incurred2021-12-31$49,231
Total non interest bearing cash at end of year2021-12-31$341,617
Total non interest bearing cash at beginning of year2021-12-31$324,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-706,405
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,698,710
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,405,115
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$2,354,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,012,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$79,781
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$22,208
Employer contributions (assets) at end of year2021-12-31$50,202
Employer contributions (assets) at beginning of year2021-12-31$112,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$977,535
Contract administrator fees2021-12-31$9,170
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 name2021-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2021-12-31232247478
2020 : LOCAL 837 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$47,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,268
Total income from all sources (including contributions)2020-12-31$448,714
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$336,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$275,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$153,375
Value of total assets at end of year2020-12-31$3,452,463
Value of total assets at beginning of year2020-12-31$3,337,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,954
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$100,384
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$100,384
Administrative expenses professional fees incurred2020-12-31$5,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$36,494
Participant contributions at end of year2020-12-31$1,515
Participant contributions at beginning of year2020-12-31$3,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$47,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$45,268
Administrative expenses (other) incurred2020-12-31$49,369
Total non interest bearing cash at end of year2020-12-31$324,677
Total non interest bearing cash at beginning of year2020-12-31$278,467
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$112,501
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,405,115
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,292,614
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$4,790
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,012,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,997,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$194,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$116,881
Employer contributions (assets) at end of year2020-12-31$112,420
Employer contributions (assets) at beginning of year2020-12-31$56,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$275,259
Contract administrator fees2020-12-31$1,795
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 name2020-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2020-12-31232247478
2019 : LOCAL 837 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$47,787
Total income from all sources (including contributions)2019-12-31$936,007
Total income from all sources (including contributions)2019-12-31$936,007
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$381,449
Total of all expenses incurred2019-12-31$381,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$321,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$321,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$500,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$500,911
Value of total assets at end of year2019-12-31$3,337,882
Value of total assets at end of year2019-12-31$3,337,882
Value of total assets at beginning of year2019-12-31$2,785,843
Value of total assets at beginning of year2019-12-31$2,785,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,036
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$163,134
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$163,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$163,134
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$163,134
Administrative expenses professional fees incurred2019-12-31$5,000
Administrative expenses professional fees incurred2019-12-31$5,000
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$82,890
Contributions received from participants2019-12-31$82,890
Participant contributions at end of year2019-12-31$3,310
Participant contributions at end of year2019-12-31$3,310
Participant contributions at beginning of year2019-12-31$7,398
Participant contributions at beginning of year2019-12-31$7,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$45,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$45,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$47,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$47,787
Administrative expenses (other) incurred2019-12-31$49,666
Administrative expenses (other) incurred2019-12-31$49,666
Total non interest bearing cash at end of year2019-12-31$278,467
Total non interest bearing cash at beginning of year2019-12-31$235,068
Total non interest bearing cash at beginning of year2019-12-31$235,068
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
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$554,558
Value of net income/loss2019-12-31$554,558
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,292,614
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,292,614
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,738,056
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,738,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$5,370
Investment advisory and management fees2019-12-31$5,370
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,997,998
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,997,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,416,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,416,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$271,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$271,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$418,021
Contributions received in cash from employer2019-12-31$418,021
Employer contributions (assets) at end of year2019-12-31$56,700
Employer contributions (assets) at end of year2019-12-31$56,700
Employer contributions (assets) at beginning of year2019-12-31$124,992
Employer contributions (assets) at beginning of year2019-12-31$124,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$321,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$321,413
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FISCHER DORWART, P.C.
Accountancy firm name2019-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2019-12-31232247478
Accountancy firm EIN2019-12-31232247478
2018 : LOCAL 837 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$97,114
Total income from all sources (including contributions)2018-12-31$395,305
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$276,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$220,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$508,887
Value of total assets at end of year2018-12-31$2,785,843
Value of total assets at beginning of year2018-12-31$2,716,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,552
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$190,769
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$190,769
Administrative expenses professional fees incurred2018-12-31$7,740
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
Contributions received from participants2018-12-31$88,507
Participant contributions at end of year2018-12-31$7,398
Participant contributions at beginning of year2018-12-31$9,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$47,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$97,114
Administrative expenses (other) incurred2018-12-31$47,812
Total non interest bearing cash at end of year2018-12-31$235,068
Total non interest bearing cash at beginning of year2018-12-31$242,042
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$119,065
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,738,056
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,618,991
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,416,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,433,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-304,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$420,380
Employer contributions (assets) at end of year2018-12-31$124,992
Employer contributions (assets) at beginning of year2018-12-31$31,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$220,688
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 name2018-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2018-12-31232247478
2017 : LOCAL 837 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$97,114
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$57,571
Total income from all sources (including contributions)2017-12-31$701,490
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$206,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$157,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$449,461
Value of total assets at end of year2017-12-31$2,716,105
Value of total assets at beginning of year2017-12-31$2,181,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,770
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$99,826
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$99,826
Administrative expenses professional fees incurred2017-12-31$7,020
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$72,659
Participant contributions at end of year2017-12-31$9,261
Participant contributions at beginning of year2017-12-31$9,174
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$97,114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$57,571
Administrative expenses (other) incurred2017-12-31$41,750
Total non interest bearing cash at end of year2017-12-31$242,042
Total non interest bearing cash at beginning of year2017-12-31$182,864
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$495,411
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,618,991
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,123,580
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,433,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,945,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$152,203
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$376,802
Employer contributions (assets) at end of year2017-12-31$31,568
Employer contributions (assets) at beginning of year2017-12-31$43,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$157,309
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 name2017-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2017-12-31232247478
2016 : LOCAL 837 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$57,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,141
Total income from all sources (including contributions)2016-12-31$545,193
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$191,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$142,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$444,606
Value of total assets at end of year2016-12-31$2,181,151
Value of total assets at beginning of year2016-12-31$1,786,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,130
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$48,386
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$48,386
Administrative expenses professional fees incurred2016-12-31$6,154
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$61,400
Participant contributions at end of year2016-12-31$9,174
Participant contributions at beginning of year2016-12-31$1,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$57,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$17,141
Administrative expenses (other) incurred2016-12-31$42,976
Total non interest bearing cash at end of year2016-12-31$182,864
Total non interest bearing cash at beginning of year2016-12-31$91,634
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$353,745
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,123,580
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,769,835
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,945,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,612,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$52,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$383,206
Employer contributions (assets) at end of year2016-12-31$43,874
Employer contributions (assets) at beginning of year2016-12-31$80,974
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$142,318
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2016-12-31232247478
2015 : LOCAL 837 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$56,171
Total income from all sources (including contributions)2015-12-31$333,460
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$362,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$309,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$339,160
Value of total assets at end of year2015-12-31$1,786,976
Value of total assets at beginning of year2015-12-31$1,855,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$53,296
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$102,811
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$102,811
Administrative expenses professional fees incurred2015-12-31$5,375
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$44,988
Participant contributions at end of year2015-12-31$1,797
Participant contributions at beginning of year2015-12-31$3,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$17,141
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$56,171
Administrative expenses (other) incurred2015-12-31$45,941
Total non interest bearing cash at end of year2015-12-31$91,634
Total non interest bearing cash at beginning of year2015-12-31$111,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-29,015
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,769,835
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,798,850
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$1,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,612,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,696,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-108,511
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$294,172
Employer contributions (assets) at end of year2015-12-31$80,974
Employer contributions (assets) at beginning of year2015-12-31$43,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$309,179
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2015-12-31232247478
2014 : LOCAL 837 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$56,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,847
Total income from all sources (including contributions)2014-12-31$397,942
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$652,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$599,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$325,090
Value of total assets at end of year2014-12-31$1,855,021
Value of total assets at beginning of year2014-12-31$2,069,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$52,581
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$149,698
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$149,698
Administrative expenses professional fees incurred2014-12-31$9,682
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$64,315
Participant contributions at end of year2014-12-31$3,364
Participant contributions at beginning of year2014-12-31$2,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$56,171
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$15,847
Administrative expenses (other) incurred2014-12-31$39,794
Total non interest bearing cash at end of year2014-12-31$111,918
Total non interest bearing cash at beginning of year2014-12-31$52,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-254,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,798,850
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,053,286
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$3,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,696,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,996,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-76,846
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$260,775
Employer contributions (assets) at end of year2014-12-31$43,585
Employer contributions (assets) at beginning of year2014-12-31$18,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$599,797
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 name2014-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2014-12-31232247478
2013 : LOCAL 837 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,079
Total income from all sources (including contributions)2013-12-31$604,306
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$531,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$472,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$254,505
Value of total assets at end of year2013-12-31$2,069,133
Value of total assets at beginning of year2013-12-31$1,997,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$59,161
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$174,443
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$174,443
Administrative expenses professional fees incurred2013-12-31$7,095
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$63,977
Participant contributions at end of year2013-12-31$2,233
Participant contributions at beginning of year2013-12-31$13,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$15,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,079
Administrative expenses (other) incurred2013-12-31$42,531
Total non interest bearing cash at end of year2013-12-31$52,811
Total non interest bearing cash at beginning of year2013-12-31$49,427
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$72,342
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,053,286
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,980,944
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$9,535
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,996,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,917,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$175,358
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$190,528
Employer contributions (assets) at end of year2013-12-31$18,081
Employer contributions (assets) at beginning of year2013-12-31$16,881
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$472,803
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 name2013-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2013-12-31232247478
2012 : LOCAL 837 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$32,828
Total income from all sources (including contributions)2012-12-31$557,149
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$210,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$157,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$361,236
Value of total assets at end of year2012-12-31$1,997,023
Value of total assets at beginning of year2012-12-31$1,667,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$53,672
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$41,006
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$41,006
Administrative expenses professional fees incurred2012-12-31$6,793
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$121,684
Participant contributions at end of year2012-12-31$13,536
Participant contributions at beginning of year2012-12-31$7,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$32,828
Administrative expenses (other) incurred2012-12-31$44,571
Total non interest bearing cash at end of year2012-12-31$49,427
Total non interest bearing cash at beginning of year2012-12-31$24,563
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$346,303
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,980,944
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,634,641
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$2,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,917,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,589,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$154,907
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$239,552
Employer contributions (assets) at end of year2012-12-31$16,881
Employer contributions (assets) at beginning of year2012-12-31$45,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$157,174
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 name2012-12-31FISCHER DORWART, PC
Accountancy firm EIN2012-12-31232247478
2011 : LOCAL 837 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$99,071
Total income from all sources (including contributions)2011-12-31$282,900
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$91,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$42,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$343,335
Value of total assets at end of year2011-12-31$1,667,469
Value of total assets at beginning of year2011-12-31$1,542,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,766
Total interest from all sources2011-12-31$300
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,285
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,285
Administrative expenses professional fees incurred2011-12-31$7,475
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$110,453
Participant contributions at end of year2011-12-31$7,858
Participant contributions at beginning of year2011-12-31$8,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$32,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$99,071
Administrative expenses (other) incurred2011-12-31$34,681
Total non interest bearing cash at end of year2011-12-31$24,563
Total non interest bearing cash at beginning of year2011-12-31$65,916
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$191,623
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,634,641
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,443,018
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$6,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,589,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,388,695
Value of interest in common/collective trusts at beginning of year2011-12-31$57,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-92,362
Net investment gain or loss from common/collective trusts2011-12-31$342
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$232,882
Employer contributions (assets) at end of year2011-12-31$45,512
Employer contributions (assets) at beginning of year2011-12-31$20,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$42,511
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 name2011-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2011-12-31232247478
2010 : LOCAL 837 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$99,071
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,862
Total income from all sources (including contributions)2010-12-31$463,141
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$144,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$44,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$327,264
Value of total assets at end of year2010-12-31$1,542,089
Value of total assets at beginning of year2010-12-31$1,160,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$99,730
Total interest from all sources2010-12-31$350
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$20,206
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$20,206
Administrative expenses professional fees incurred2010-12-31$2,250
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$99,759
Participant contributions at end of year2010-12-31$8,882
Participant contributions at beginning of year2010-12-31$16,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$99,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$35,862
Administrative expenses (other) incurred2010-12-31$84,280
Total non interest bearing cash at end of year2010-12-31$65,916
Total non interest bearing cash at beginning of year2010-12-31$213
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$318,703
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,443,018
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,124,315
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$13,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,388,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,122,186
Value of interest in common/collective trusts at end of year2010-12-31$57,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$115,321
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$227,505
Employer contributions (assets) at end of year2010-12-31$20,909
Employer contributions (assets) at beginning of year2010-12-31$21,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$44,708
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 name2010-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2010-12-31232247478
2009 : LOCAL 837 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOCAL 837 401K PLAN

2023: LOCAL 837 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LOCAL 837 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 837 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 837 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 837 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 837 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 837 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 837 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 837 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 837 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 837 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 837 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 837 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 837 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 837 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number765617-01
Policy instance 1
Insurance contract or identification number765617-01
Number of Individuals Covered225
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,762
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1