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IBEW LOCAL 294 VACATION FUND 401k Plan overview

Plan NameIBEW LOCAL 294 VACATION FUND
Plan identification number 501

IBEW LOCAL 294 VACATION FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

TRUSTEES OF IBEW LOCAL 294 VACATION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF IBEW LOCAL 294 VACATION FUND
Employer identification number (EIN):300718244
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 294 VACATION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012013-01-01DANA HANSON WILLIAM MAJERLE2014-10-13
5012012-01-01DANA HANSON GREG TOPEL2013-10-15

Plan Statistics for IBEW LOCAL 294 VACATION FUND

401k plan membership statisitcs for IBEW LOCAL 294 VACATION FUND

Measure Date Value
2013: IBEW LOCAL 294 VACATION FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01193
Total number of active participants reported on line 7a of the Form 55002013-01-010
Total of all active and inactive participants2013-01-010
Number of employers contributing to the scheme2013-01-0170
2012: IBEW LOCAL 294 VACATION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-010
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01193
Number of employers contributing to the scheme2012-01-0174

Financial Data on IBEW LOCAL 294 VACATION FUND

Measure Date Value
2013 : IBEW LOCAL 294 VACATION FUND 2013 401k financial data
Total transfer of assets from this plan2013-12-31$114,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$38,168
Total income from all sources (including contributions)2013-12-31$927,179
Total of all expenses incurred2013-12-31$908,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$908,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$927,165
Value of total assets at end of year2013-12-31$0
Value of total assets at beginning of year2013-12-31$133,752
Total interest from all sources2013-12-31$14
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,500,000
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
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$19,143
Value of net assets at end of year (total assets less liabilities)2013-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$95,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$47,439
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$47,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$14
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$927,165
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$86,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$908,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$38,168
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31Yes
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 name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : IBEW LOCAL 294 VACATION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,168
Total income from all sources (including contributions)2012-12-31$1,332,788
Total of all expenses incurred2012-12-31$1,237,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,237,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,332,775
Value of total assets at end of year2012-12-31$133,752
Total interest from all sources2012-12-31$13
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,500,000
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
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$95,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$95,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$47,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$13
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,332,775
Employer contributions (assets) at end of year2012-12-31$86,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,237,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$38,168
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 name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599

Form 5500 Responses for IBEW LOCAL 294 VACATION FUND

2013: IBEW LOCAL 294 VACATION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01This submission is the final filingYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 294 VACATION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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