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TEAMSTERS LOCAL 957 401K PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL 957 401K PLAN
Plan identification number 003

TEAMSTERS LOCAL 957 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAYTON HEIDELBERG DISTRIBUTING CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:DAYTON HEIDELBERG DISTRIBUTING CO., LLC
Employer identification number (EIN):310620091
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 957 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01THOMAS A ROUSE
0032016-01-01THOMAS A ROUSE
0032015-01-01THOMAS A ROUSE
0032014-01-01THOMAS A ROUSE
0032013-01-01THOMAS A ROUSE
0032012-01-01THOMAS A ROUSE
0032011-01-01THOMAS A. ROUSE THOMAS A. ROUSE2012-06-26
0032009-01-01THOMAS A ROUSE

Plan Statistics for TEAMSTERS LOCAL 957 401K PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL 957 401K PLAN

Measure Date Value
2023: TEAMSTERS LOCAL 957 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01271
Total number of active participants reported on line 7a of the Form 55002023-01-01260
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01147
Total of all active and inactive participants2023-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01409
Number of participants with account balances2023-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0140
2022: TEAMSTERS LOCAL 957 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01324
Total number of active participants reported on line 7a of the Form 55002022-01-01149
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01120
Total of all active and inactive participants2022-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01270
Number of participants with account balances2022-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0118
2021: TEAMSTERS LOCAL 957 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01302
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01145
Total of all active and inactive participants2021-01-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01324
Number of participants with account balances2021-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: TEAMSTERS LOCAL 957 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01269
Total number of active participants reported on line 7a of the Form 55002020-01-01178
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01125
Total of all active and inactive participants2020-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01303
Number of participants with account balances2020-01-01232
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: TEAMSTERS LOCAL 957 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01247
Total number of active participants reported on line 7a of the Form 55002019-01-01164
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01107
Total of all active and inactive participants2019-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01271
Number of participants with account balances2019-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: TEAMSTERS LOCAL 957 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01211
Total number of active participants reported on line 7a of the Form 55002018-01-01168
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01248
Number of participants with account balances2018-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: TEAMSTERS LOCAL 957 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01148
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0163
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01211
Number of participants with account balances2017-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0110
2016: TEAMSTERS LOCAL 957 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-01104
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TEAMSTERS LOCAL 957 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01142
Total number of active participants reported on line 7a of the Form 55002015-01-01117
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0139
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEAMSTERS LOCAL 957 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01107
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-0123
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01129
Number of participants with account balances2014-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TEAMSTERS LOCAL 957 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0192
Total number of active participants reported on line 7a of the Form 55002013-01-0187
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01107
Number of participants with account balances2013-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TEAMSTERS LOCAL 957 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0184
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-015
Total of all active and inactive participants2012-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0185
Number of participants with account balances2012-01-0185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TEAMSTERS LOCAL 957 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0199
Total number of active participants reported on line 7a of the Form 55002011-01-0178
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-0184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0184
Number of participants with account balances2011-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: TEAMSTERS LOCAL 957 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0192
Total number of active participants reported on line 7a of the Form 55002009-01-0187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-011
Total of all active and inactive participants2009-01-0188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0188
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TEAMSTERS LOCAL 957 401K PLAN

Measure Date Value
2023 : TEAMSTERS LOCAL 957 401K PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$0
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$742,583
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$354,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$349,441
Expenses. Certain deemed distributions of participant loans2023-12-31$987
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$317,499
Value of total assets at end of year2023-12-31$3,355,250
Value of total assets at beginning of year2023-12-31$2,966,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,711
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$13,144
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$131,400
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$131,400
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
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$10,331
Participant contributions at end of year2023-12-31$246,857
Participant contributions at beginning of year2023-12-31$211,860
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$162,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$200
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$388,444
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,355,250
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$2,966,806
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
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$5
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,056,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,709,321
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$13,144
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$51,604
Value of interest in common/collective trusts at beginning of year2023-12-31$45,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$279,398
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$942
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$144,971
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$349,441
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$0
Aggregate carrying amount (costs) on sale of assets2023-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2023-12-31310796034
2022 : TEAMSTERS LOCAL 957 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-264,284
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$301,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$291,848
Expenses. Certain deemed distributions of participant loans2022-12-31$3,474
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$279,886
Value of total assets at end of year2022-12-31$2,966,806
Value of total assets at beginning of year2022-12-31$3,532,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,988
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$9,213
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$123,111
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$123,111
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$2,108
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$164,337
Participant contributions at end of year2022-12-31$211,860
Participant contributions at beginning of year2022-12-31$170,351
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-565,594
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,966,806
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,532,400
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,709,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,323,930
Interest on participant loans2022-12-31$9,213
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$45,625
Value of interest in common/collective trusts at beginning of year2022-12-31$38,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-676,890
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$396
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$115,549
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$291,848
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$3,880
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2022-12-31310796034
2021 : TEAMSTERS LOCAL 957 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$689,084
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$327,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$314,950
Expenses. Certain deemed distributions of participant loans2021-12-31$4,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$268,171
Value of total assets at end of year2021-12-31$3,532,400
Value of total assets at beginning of year2021-12-31$3,170,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,357
Total interest from all sources2021-12-31$8,192
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$235,519
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$235,519
Administrative expenses professional fees incurred2021-12-31$3,960
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$148,660
Participant contributions at end of year2021-12-31$170,351
Participant contributions at beginning of year2021-12-31$130,999
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,679
Other income not declared elsewhere2021-12-31$30
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$361,920
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,532,400
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,170,480
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$3,323,930
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,966,390
Interest on participant loans2021-12-31$8,192
Value of interest in common/collective trusts at end of year2021-12-31$38,119
Value of interest in common/collective trusts at beginning of year2021-12-31$73,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$176,837
Net investment gain or loss from common/collective trusts2021-12-31$335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$117,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$314,950
Contract administrator fees2021-12-31$3,397
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 name2021-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2021-12-31310796034
2020 : TEAMSTERS LOCAL 957 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$647,507
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$59,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$56,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$224,527
Value of total assets at end of year2020-12-31$3,170,480
Value of total assets at beginning of year2020-12-31$2,582,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,035
Total interest from all sources2020-12-31$5,914
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$122,059
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$122,059
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$117,889
Participant contributions at end of year2020-12-31$130,999
Participant contributions at beginning of year2020-12-31$103,472
Other income not declared elsewhere2020-12-31$45
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$587,669
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,170,480
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,582,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,966,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,412,381
Interest on participant loans2020-12-31$5,914
Value of interest in common/collective trusts at end of year2020-12-31$73,091
Value of interest in common/collective trusts at beginning of year2020-12-31$66,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$293,959
Net investment gain or loss from common/collective trusts2020-12-31$1,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$106,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$56,803
Contract administrator fees2020-12-31$3,035
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2020-12-31310796034
2019 : TEAMSTERS LOCAL 957 401K PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$711,166
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$203,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$200,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$229,835
Value of total assets at end of year2019-12-31$2,582,811
Value of total assets at beginning of year2019-12-31$2,075,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,541
Total interest from all sources2019-12-31$3,936
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$113,256
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$113,256
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$107,144
Participant contributions at end of year2019-12-31$103,472
Participant contributions at beginning of year2019-12-31$87,411
Other income not declared elsewhere2019-12-31$659
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$507,301
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,582,811
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,075,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,412,381
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,896,860
Interest on participant loans2019-12-31$3,936
Value of interest in common/collective trusts at end of year2019-12-31$66,958
Value of interest in common/collective trusts at beginning of year2019-12-31$91,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$362,332
Net investment gain or loss from common/collective trusts2019-12-31$1,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$122,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$200,324
Contract administrator fees2019-12-31$3,541
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FLAGEL HUBER FLAGEL
Accountancy firm EIN2019-12-31310796034
2018 : TEAMSTERS LOCAL 957 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$102,106
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$236,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$233,280
Expenses. Certain deemed distributions of participant loans2018-12-31$1,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$198,200
Value of total assets at end of year2018-12-31$2,075,510
Value of total assets at beginning of year2018-12-31$2,210,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,210
Total interest from all sources2018-12-31$4,750
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$116,003
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$116,003
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$80,485
Participant contributions at end of year2018-12-31$87,411
Participant contributions at beginning of year2018-12-31$120,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-134,644
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,075,510
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,210,154
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$1,896,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,016,371
Interest on participant loans2018-12-31$4,750
Value of interest in common/collective trusts at end of year2018-12-31$91,239
Value of interest in common/collective trusts at beginning of year2018-12-31$73,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-218,188
Net investment gain or loss from common/collective trusts2018-12-31$1,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$117,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$233,280
Contract administrator fees2018-12-31$2,210
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SCHULTE & UHRIG
Accountancy firm EIN2018-12-31311138983
2017 : TEAMSTERS LOCAL 957 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$491,570
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$48,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,396
Expenses. Certain deemed distributions of participant loans2017-12-31$8,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$192,262
Value of total assets at end of year2017-12-31$2,210,154
Value of total assets at beginning of year2017-12-31$1,767,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,150
Total interest from all sources2017-12-31$6,513
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$89,678
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$89,678
Administrative expenses professional fees incurred2017-12-31$2,150
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$74,289
Participant contributions at end of year2017-12-31$120,058
Participant contributions at beginning of year2017-12-31$135,935
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$442,591
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,210,154
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,767,563
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$2,016,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,563,961
Interest on participant loans2017-12-31$6,513
Value of interest in common/collective trusts at end of year2017-12-31$73,725
Value of interest in common/collective trusts at beginning of year2017-12-31$67,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$202,273
Net investment gain or loss from common/collective trusts2017-12-31$844
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$117,973
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,396
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SCHULTE & UHRIG CPA, INC.
Accountancy firm EIN2017-12-31311138983
2016 : TEAMSTERS LOCAL 957 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$294,411
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$115,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$114,128
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$187,980
Value of total assets at end of year2016-12-31$1,767,563
Value of total assets at beginning of year2016-12-31$1,589,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,826
Total interest from all sources2016-12-31$3,425
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$42,728
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$42,728
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$59,775
Participant contributions at end of year2016-12-31$135,935
Participant contributions at beginning of year2016-12-31$24,991
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$178,457
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,767,563
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,589,106
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$1,563,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,480,067
Interest on participant loans2016-12-31$3,425
Value of interest in common/collective trusts at end of year2016-12-31$67,667
Value of interest in common/collective trusts at beginning of year2016-12-31$84,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$59,537
Net investment gain or loss from common/collective trusts2016-12-31$741
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$128,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$114,128
Contract administrator fees2016-12-31$1,826
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHULTE & UHRIG CPA, INC.
Accountancy firm EIN2016-12-31311138983
2015 : TEAMSTERS LOCAL 957 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$283,101
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$613,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$611,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$276,467
Value of total assets at end of year2015-12-31$1,589,106
Value of total assets at beginning of year2015-12-31$1,919,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,830
Total interest from all sources2015-12-31$167
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$80,506
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$79,606
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$54,604
Participant contributions at end of year2015-12-31$24,991
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-330,315
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,589,106
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,919,421
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,480,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,819,977
Interest on participant loans2015-12-31$167
Value of interest in common/collective trusts at end of year2015-12-31$84,048
Value of interest in common/collective trusts at beginning of year2015-12-31$99,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,983
Net investment gain or loss from common/collective trusts2015-12-31$-56
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$163,129
Income. Dividends from common stock2015-12-31$900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$611,586
Contract administrator fees2015-12-31$1,830
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHULTZE & UHRIG CPA, INC.
Accountancy firm EIN2015-12-31311138983
2014 : TEAMSTERS LOCAL 957 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$299,424
Expenses. Total of all expenses incurred2014-12-31$148,684
Benefits paid (including direct rollovers)2014-12-31$148,364
Total plan assets at end of year2014-12-31$1,919,421
Total plan assets at beginning of year2014-12-31$1,768,681
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$57,776
Expenses. Other expenses not covered elsewhere2014-12-31$320
Other income received2014-12-31$83,883
Net income (gross income less expenses)2014-12-31$150,740
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,919,421
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,768,681
Total contributions received or receivable from employer(s)2014-12-31$157,765
2013 : TEAMSTERS LOCAL 957 401K PLAN 2013 401k financial data
Total income from all sources2013-12-31$486,897
Expenses. Total of all expenses incurred2013-12-31$91,343
Benefits paid (including direct rollovers)2013-12-31$91,143
Total plan assets at end of year2013-12-31$1,768,681
Total plan assets at beginning of year2013-12-31$1,373,127
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$67,060
Expenses. Other expenses not covered elsewhere2013-12-31$200
Contributions received from other sources (not participants or employers)2013-12-31$1,762
Other income received2013-12-31$255,390
Net income (gross income less expenses)2013-12-31$395,554
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,768,681
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,373,127
Total contributions received or receivable from employer(s)2013-12-31$162,685
2012 : TEAMSTERS LOCAL 957 401K PLAN 2012 401k financial data
Total income from all sources2012-12-31$381,735
Expenses. Total of all expenses incurred2012-12-31$68,034
Benefits paid (including direct rollovers)2012-12-31$67,834
Total plan assets at end of year2012-12-31$1,373,127
Total plan assets at beginning of year2012-12-31$1,059,426
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$68,089
Expenses. Other expenses not covered elsewhere2012-12-31$200
Other income received2012-12-31$149,070
Net income (gross income less expenses)2012-12-31$313,701
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,373,127
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,059,426
Total contributions received or receivable from employer(s)2012-12-31$164,576
2011 : TEAMSTERS LOCAL 957 401K PLAN 2011 401k financial data
Total income from all sources2011-12-31$231,776
Expenses. Total of all expenses incurred2011-12-31$155,376
Benefits paid (including direct rollovers)2011-12-31$154,536
Total plan assets at end of year2011-12-31$1,059,426
Total plan assets at beginning of year2011-12-31$983,026
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$69,598
Expenses. Other expenses not covered elsewhere2011-12-31$840
Other income received2011-12-31$-17,666
Net income (gross income less expenses)2011-12-31$76,400
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,059,426
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$983,026
Total contributions received or receivable from employer(s)2011-12-31$179,844
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TEAMSTERS LOCAL 957 401K PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$364,293
Expenses. Total of all expenses incurred2010-12-31$70,423
Benefits paid (including direct rollovers)2010-12-31$70,183
Total plan assets at end of year2010-12-31$983,026
Total plan assets at beginning of year2010-12-31$689,156
Value of fidelity bond covering the plan2010-12-31$2,000,000
Total contributions received or receivable from participants2010-12-31$72,583
Expenses. Other expenses not covered elsewhere2010-12-31$240
Other income received2010-12-31$111,676
Net income (gross income less expenses)2010-12-31$293,870
Net plan assets at end of year (total assets less liabilities)2010-12-31$983,026
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$689,156
Total contributions received or receivable from employer(s)2010-12-31$180,034
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : TEAMSTERS LOCAL 957 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 TEAMSTERS LOCAL 957 401K PLAN

2023: TEAMSTERS LOCAL 957 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle 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 planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: TEAMSTERS LOCAL 957 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL 957 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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: TEAMSTERS LOCAL 957 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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
2009: TEAMSTERS LOCAL 957 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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

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