IBEW LOCAL NO. 82 401 K PLAN ELECTRICAL WORKERS LOCAL NO. 82 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL NO. 82 401 K PLAN
401k plan membership statisitcs for IBEW LOCAL NO. 82 401 K PLAN
Measure | Date | Value |
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2023 : IBEW LOCAL NO. 82 401 K PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $2,257 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $4,368 |
Total income from all sources (including contributions) | 2023-06-30 | $2,009,439 |
Total loss/gain on sale of assets | 2023-06-30 | $207,743 |
Total of all expenses incurred | 2023-06-30 | $834,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $752,356 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $589,196 |
Value of total assets at end of year | 2023-06-30 | $10,924,477 |
Value of total assets at beginning of year | 2023-06-30 | $9,751,450 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $81,945 |
Total interest from all sources | 2023-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $283,946 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $283,946 |
Administrative expenses professional fees incurred | 2023-06-30 | $24,156 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Contributions received from participants | 2023-06-30 | $589,196 |
Participant contributions at end of year | 2023-06-30 | $44,336 |
Participant contributions at beginning of year | 2023-06-30 | $47,508 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $2,493 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $2,493 |
Administrative expenses (other) incurred | 2023-06-30 | $8,035 |
Liabilities. Value of operating payables at end of year | 2023-06-30 | $2,257 |
Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $4,368 |
Total non interest bearing cash at end of year | 2023-06-30 | $78,146 |
Total non interest bearing cash at beginning of year | 2023-06-30 | $84,381 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $1,175,138 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $10,922,220 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $9,747,082 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Investment advisory and management fees | 2023-06-30 | $5,978 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $10,792,330 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $9,609,942 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $7,172 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $7,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $7,126 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $928,554 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $752,356 |
Contract administrator fees | 2023-06-30 | $43,776 |
Did the plan have assets held for investment | 2023-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Aggregate proceeds on sale of assets | 2023-06-30 | $973,612 |
Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $765,869 |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2023-06-30 | 310800053 |
2022 : IBEW LOCAL NO. 82 401 K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $4,368 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $1,355 |
Total income from all sources (including contributions) | 2022-06-30 | $-876,222 |
Total loss/gain on sale of assets | 2022-06-30 | $399,215 |
Total of all expenses incurred | 2022-06-30 | $957,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $881,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $509,048 |
Value of total assets at end of year | 2022-06-30 | $9,751,450 |
Value of total assets at beginning of year | 2022-06-30 | $11,582,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $76,382 |
Total interest from all sources | 2022-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $411,390 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $411,390 |
Administrative expenses professional fees incurred | 2022-06-30 | $20,901 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Contributions received from participants | 2022-06-30 | $509,048 |
Participant contributions at end of year | 2022-06-30 | $47,508 |
Participant contributions at beginning of year | 2022-06-30 | $37,248 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $2,493 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $2,932 |
Administrative expenses (other) incurred | 2022-06-30 | $6,939 |
Liabilities. Value of operating payables at end of year | 2022-06-30 | $4,368 |
Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $1,355 |
Total non interest bearing cash at end of year | 2022-06-30 | $84,381 |
Total non interest bearing cash at beginning of year | 2022-06-30 | $59,783 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $-1,833,785 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $9,747,082 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $11,580,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Investment advisory and management fees | 2022-06-30 | $6,038 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $9,609,942 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $11,415,321 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $7,126 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $66,938 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $66,938 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-2,195,875 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $881,181 |
Contract administrator fees | 2022-06-30 | $42,504 |
Did the plan have assets held for investment | 2022-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Aggregate proceeds on sale of assets | 2022-06-30 | $1,089,464 |
Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $690,249 |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2022-06-30 | 310800053 |
2021 : IBEW LOCAL NO. 82 401 K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $1,355 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $1,197 |
Total income from all sources (including contributions) | 2021-06-30 | $3,799,850 |
Total loss/gain on sale of assets | 2021-06-30 | $1,043,723 |
Total of all expenses incurred | 2021-06-30 | $2,717,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $2,646,909 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $432,167 |
Value of total assets at end of year | 2021-06-30 | $11,582,222 |
Value of total assets at beginning of year | 2021-06-30 | $10,500,147 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $71,024 |
Total interest from all sources | 2021-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $322,823 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $322,823 |
Administrative expenses professional fees incurred | 2021-06-30 | $17,895 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Contributions received from participants | 2021-06-30 | $432,167 |
Participant contributions at end of year | 2021-06-30 | $37,248 |
Participant contributions at beginning of year | 2021-06-30 | $34,905 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $2,932 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $2,932 |
Administrative expenses (other) incurred | 2021-06-30 | $5,551 |
Liabilities. Value of operating payables at end of year | 2021-06-30 | $1,355 |
Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $1,197 |
Total non interest bearing cash at end of year | 2021-06-30 | $59,783 |
Total non interest bearing cash at beginning of year | 2021-06-30 | $45,746 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,081,917 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $11,580,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $10,498,950 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Investment advisory and management fees | 2021-06-30 | $6,310 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $11,415,321 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $10,332,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $66,938 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $83,960 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $83,960 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $2,001,137 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $2,646,909 |
Contract administrator fees | 2021-06-30 | $41,268 |
Did the plan have assets held for investment | 2021-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Aggregate proceeds on sale of assets | 2021-06-30 | $3,710,080 |
Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $2,666,357 |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2021-06-30 | 310800053 |
2020 : IBEW LOCAL NO. 82 401 K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $1,197 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $1,874 |
Total income from all sources (including contributions) | 2020-06-30 | $807,289 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $434,107 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $361,413 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $473,132 |
Value of total assets at end of year | 2020-06-30 | $10,500,147 |
Value of total assets at beginning of year | 2020-06-30 | $10,127,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $72,694 |
Total interest from all sources | 2020-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $275,079 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $275,079 |
Administrative expenses professional fees incurred | 2020-06-30 | $18,556 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Contributions received from participants | 2020-06-30 | $473,132 |
Participant contributions at end of year | 2020-06-30 | $34,905 |
Participant contributions at beginning of year | 2020-06-30 | $40,413 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $2,932 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $3,310 |
Administrative expenses (other) incurred | 2020-06-30 | $8,341 |
Liabilities. Value of operating payables at end of year | 2020-06-30 | $1,197 |
Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $1,874 |
Total non interest bearing cash at end of year | 2020-06-30 | $45,746 |
Total non interest bearing cash at beginning of year | 2020-06-30 | $71,622 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $373,182 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $10,498,950 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $10,125,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Investment advisory and management fees | 2020-06-30 | $5,729 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $10,332,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $9,986,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $83,960 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $26,163 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $26,163 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $59,078 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $361,413 |
Contract administrator fees | 2020-06-30 | $40,068 |
Did the plan have assets held for investment | 2020-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2020-06-30 | 310800053 |
2019 : IBEW LOCAL NO. 82 401 K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $1,874 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $1,116 |
Total income from all sources (including contributions) | 2019-06-30 | $1,167,167 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $995,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $920,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $497,595 |
Value of total assets at end of year | 2019-06-30 | $10,127,642 |
Value of total assets at beginning of year | 2019-06-30 | $9,955,249 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $74,674 |
Total interest from all sources | 2019-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $243,834 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $243,834 |
Administrative expenses professional fees incurred | 2019-06-30 | $20,901 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Contributions received from participants | 2019-06-30 | $497,595 |
Participant contributions at end of year | 2019-06-30 | $40,413 |
Participant contributions at beginning of year | 2019-06-30 | $31,361 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $3,310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $3,310 |
Administrative expenses (other) incurred | 2019-06-30 | $8,570 |
Liabilities. Value of operating payables at end of year | 2019-06-30 | $1,874 |
Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $1,116 |
Total non interest bearing cash at end of year | 2019-06-30 | $71,622 |
Total non interest bearing cash at beginning of year | 2019-06-30 | $28,218 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $171,635 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $10,125,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $9,954,133 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Investment advisory and management fees | 2019-06-30 | $6,683 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $9,986,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $9,880,173 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $26,163 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $12,187 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $12,187 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $425,738 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $920,858 |
Contract administrator fees | 2019-06-30 | $38,520 |
Did the plan have assets held for investment | 2019-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2019-06-30 | 310800053 |
2018 : IBEW LOCAL NO. 82 401 K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $1,116 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $4,260 |
Total income from all sources (including contributions) | 2018-06-30 | $1,441,320 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $761,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $690,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $393,721 |
Value of total assets at end of year | 2018-06-30 | $9,955,249 |
Value of total assets at beginning of year | 2018-06-30 | $9,278,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $70,774 |
Total interest from all sources | 2018-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $192,365 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $192,365 |
Administrative expenses professional fees incurred | 2018-06-30 | $20,319 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Contributions received from participants | 2018-06-30 | $393,721 |
Participant contributions at end of year | 2018-06-30 | $31,361 |
Participant contributions at beginning of year | 2018-06-30 | $28,920 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $3,310 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $3,280 |
Administrative expenses (other) incurred | 2018-06-30 | $9,054 |
Liabilities. Value of operating payables at end of year | 2018-06-30 | $1,116 |
Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $4,260 |
Total non interest bearing cash at end of year | 2018-06-30 | $28,218 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $19,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $679,623 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $9,954,133 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $9,274,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Investment advisory and management fees | 2018-06-30 | $4,206 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $9,880,173 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $9,214,652 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $12,187 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $11,940 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $11,940 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $855,234 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $690,923 |
Contract administrator fees | 2018-06-30 | $37,195 |
Did the plan have assets held for investment | 2018-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2018-06-30 | 310800053 |
2017 : IBEW LOCAL NO. 82 401 K PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $4,260 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $26,421 |
Total income from all sources (including contributions) | 2017-06-30 | $1,643,497 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $1,214,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,138,843 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $400,939 |
Value of total assets at end of year | 2017-06-30 | $9,278,770 |
Value of total assets at beginning of year | 2017-06-30 | $8,871,755 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $75,478 |
Total interest from all sources | 2017-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $183,890 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $183,890 |
Administrative expenses professional fees incurred | 2017-06-30 | $26,177 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Contributions received from participants | 2017-06-30 | $400,939 |
Participant contributions at end of year | 2017-06-30 | $28,920 |
Participant contributions at beginning of year | 2017-06-30 | $37,185 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $3,280 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $35,437 |
Administrative expenses (other) incurred | 2017-06-30 | $6,802 |
Liabilities. Value of operating payables at end of year | 2017-06-30 | $4,260 |
Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $26,421 |
Total non interest bearing cash at end of year | 2017-06-30 | $19,978 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $26,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $429,176 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $9,274,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $8,845,334 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Investment advisory and management fees | 2017-06-30 | $3,885 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $9,214,652 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $8,758,782 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $11,940 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $13,656 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $13,656 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $1,058,668 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,138,843 |
Contract administrator fees | 2017-06-30 | $38,614 |
Did the plan have assets held for investment | 2017-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2017-06-30 | 310800053 |
2016 : IBEW LOCAL NO. 82 401 K PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $26,421 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $8,010 |
Total income from all sources (including contributions) | 2016-06-30 | $564,630 |
Total of all expenses incurred | 2016-06-30 | $656,156 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $587,503 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $491,402 |
Value of total assets at end of year | 2016-06-30 | $8,871,755 |
Value of total assets at beginning of year | 2016-06-30 | $8,944,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $68,653 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $165,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $165,403 |
Administrative expenses professional fees incurred | 2016-06-30 | $16,390 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $491,402 |
Participant contributions at end of year | 2016-06-30 | $37,185 |
Participant contributions at beginning of year | 2016-06-30 | $31,970 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $35,437 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $47,928 |
Administrative expenses (other) incurred | 2016-06-30 | $10,623 |
Liabilities. Value of operating payables at end of year | 2016-06-30 | $26,421 |
Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $8,010 |
Total non interest bearing cash at end of year | 2016-06-30 | $26,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $-91,526 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $8,845,334 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $8,936,860 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $3,645 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $8,758,782 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $8,832,587 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $13,656 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $32,385 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $32,385 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-92,175 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $587,503 |
Contract administrator fees | 2016-06-30 | $37,995 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
Did the plan have assets held for investment | 2016-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | LUBLIN SUSSMAN GROUP, LLP |
Accountancy firm EIN | 2016-06-30 | 341087273 |
2015 : IBEW LOCAL NO. 82 401 K PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $8,010 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $2,382 |
Total income from all sources (including contributions) | 2015-06-30 | $776,799 |
Total of all expenses incurred | 2015-06-30 | $218,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $122,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $388,830 |
Value of total assets at end of year | 2015-06-30 | $8,944,870 |
Value of total assets at beginning of year | 2015-06-30 | $8,380,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $96,001 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $242,275 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $242,275 |
Administrative expenses professional fees incurred | 2015-06-30 | $25,650 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $388,830 |
Participant contributions at end of year | 2015-06-30 | $31,970 |
Participant contributions at beginning of year | 2015-06-30 | $22,180 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $47,928 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $22,246 |
Administrative expenses (other) incurred | 2015-06-30 | $27,346 |
Liabilities. Value of operating payables at end of year | 2015-06-30 | $8,010 |
Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $2,382 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $558,506 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $8,936,860 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $8,378,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $3,808 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $8,832,587 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $8,053,712 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $32,385 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $282,598 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $282,598 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $145,694 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $122,292 |
Contract administrator fees | 2015-06-30 | $39,197 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
Did the plan have assets held for investment | 2015-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | LUBLIN SUSSMAN GROUP, LLP |
Accountancy firm EIN | 2015-06-30 | 341087273 |
2014 : IBEW LOCAL NO. 82 401 K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,382 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $12,361 |
Total income from all sources (including contributions) | 2014-06-30 | $1,617,640 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $788,336 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $739,632 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $349,240 |
Value of total assets at end of year | 2014-06-30 | $8,380,736 |
Value of total assets at beginning of year | 2014-06-30 | $7,561,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $48,704 |
Total interest from all sources | 2014-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $230,848 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $230,848 |
Administrative expenses professional fees incurred | 2014-06-30 | $17,754 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $349,240 |
Participant contributions at end of year | 2014-06-30 | $22,180 |
Participant contributions at beginning of year | 2014-06-30 | $19,794 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $22,246 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $21,190 |
Administrative expenses (other) incurred | 2014-06-30 | $4,904 |
Liabilities. Value of operating payables at end of year | 2014-06-30 | $2,382 |
Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $12,361 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $829,304 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $8,378,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $7,549,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Investment advisory and management fees | 2014-06-30 | $6,959 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $8,053,712 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $7,470,338 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $282,598 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $50,089 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $50,089 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $1,037,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $739,632 |
Contract administrator fees | 2014-06-30 | $19,087 |
Did the plan have assets held for investment | 2014-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
Accountancy firm name | 2014-06-30 | CLARK, SCHAEFER, HACKETT & CO |
Accountancy firm EIN | 2014-06-30 | 310800053 |
2013 : IBEW LOCAL NO. 82 401 K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $12,361 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $9,328 |
Total income from all sources (including contributions) | 2013-06-30 | $1,350,612 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $149,232 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $80,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $364,331 |
Value of total assets at end of year | 2013-06-30 | $7,561,411 |
Value of total assets at beginning of year | 2013-06-30 | $6,356,998 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $69,045 |
Total interest from all sources | 2013-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $273,707 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $273,707 |
Administrative expenses professional fees incurred | 2013-06-30 | $14,038 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $364,331 |
Participant contributions at end of year | 2013-06-30 | $19,794 |
Participant contributions at beginning of year | 2013-06-30 | $26,135 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $21,190 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $18,741 |
Administrative expenses (other) incurred | 2013-06-30 | $10,211 |
Liabilities. Value of operating payables at end of year | 2013-06-30 | $12,361 |
Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $9,328 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $1,201,380 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $7,549,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $6,347,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Investment advisory and management fees | 2013-06-30 | $7,841 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $7,470,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $6,268,638 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $50,089 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $43,484 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $43,484 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $712,574 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $80,187 |
Contract administrator fees | 2013-06-30 | $36,955 |
Did the plan have assets held for investment | 2013-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
Accountancy firm name | 2013-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2013-06-30 | 310800053 |
2012 : IBEW LOCAL NO. 82 401 K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $9,328 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $19,933 |
Total income from all sources (including contributions) | 2012-06-30 | $449,787 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $254,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $189,125 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $372,394 |
Value of total assets at end of year | 2012-06-30 | $6,356,998 |
Value of total assets at beginning of year | 2012-06-30 | $6,172,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $65,782 |
Total interest from all sources | 2012-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $130,391 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $130,391 |
Administrative expenses professional fees incurred | 2012-06-30 | $26,269 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $372,394 |
Participant contributions at end of year | 2012-06-30 | $26,135 |
Participant contributions at beginning of year | 2012-06-30 | $24,761 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $18,741 |
Administrative expenses (other) incurred | 2012-06-30 | $8,718 |
Liabilities. Value of operating payables at end of year | 2012-06-30 | $9,328 |
Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $19,933 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $194,880 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $6,347,670 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $6,152,790 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Investment advisory and management fees | 2012-06-30 | $7,347 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $6,268,638 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $6,128,178 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $43,484 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $19,784 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $19,784 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-52,998 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $189,125 |
Contract administrator fees | 2012-06-30 | $23,448 |
Did the plan have assets held for investment | 2012-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
Accountancy firm name | 2012-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2012-06-30 | 310800053 |
2011 : IBEW LOCAL NO. 82 401 K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $19,933 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $9,902 |
Total income from all sources (including contributions) | 2011-06-30 | $1,621,318 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $412,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $349,958 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $360,559 |
Value of total assets at end of year | 2011-06-30 | $6,172,723 |
Value of total assets at beginning of year | 2011-06-30 | $4,954,337 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $63,005 |
Total interest from all sources | 2011-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $123,278 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $123,278 |
Administrative expenses professional fees incurred | 2011-06-30 | $11,819 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $360,559 |
Participant contributions at end of year | 2011-06-30 | $24,761 |
Participant contributions at beginning of year | 2011-06-30 | $26,830 |
Administrative expenses (other) incurred | 2011-06-30 | $6,366 |
Liabilities. Value of operating payables at end of year | 2011-06-30 | $19,933 |
Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $9,902 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $1,208,355 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $6,152,790 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $4,944,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Investment advisory and management fees | 2011-06-30 | $22,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $6,128,178 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $4,919,408 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $19,784 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $8,099 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $8,099 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $1,137,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $349,958 |
Contract administrator fees | 2011-06-30 | $22,508 |
Did the plan have assets held for investment | 2011-06-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | CLARK, SCHAEFER, HACKETT & CO. |
Accountancy firm EIN | 2011-06-30 | 310800053 |
2010 : IBEW LOCAL NO. 82 401 K PLAN 2010 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |