JOINT BOARD OF TRUSTEES OF IBEW LOCAL 972 VACATION FUND has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL 972 VACATION FUND 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $2,144,043 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1,855,433 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,278,946 |
| Total of all expenses incurred | 2023-12-31 | $2,278,946 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,248,832 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,224,635 |
| Value of total assets at end of year | 2023-12-31 | $2,144,043 |
| Value of total assets at beginning of year | 2023-12-31 | $1,855,433 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $30,114 |
| Total interest from all sources | 2023-12-31 | $54,311 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Administrative expenses (other) incurred | 2023-12-31 | $25,014 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $5,100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $2,003,907 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $1,698,657 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $1,698,657 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $54,311 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $2,224,635 |
| Employer contributions (assets) at end of year | 2023-12-31 | $140,136 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $156,776 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,248,832 |
| 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 | 2023-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $2,144,043 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $1,855,433 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GRAY, GRIFFITH & MAYS, A.C |
| Accountancy firm EIN | 2023-12-31 | 550621482 |
| 2022 : IBEW LOCAL 972 VACATION FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,855,433 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,864,480 |
| Total income from all sources (including contributions) | 2022-12-31 | $1,869,315 |
| Total of all expenses incurred | 2022-12-31 | $1,869,315 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,847,025 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,859,835 |
| Value of total assets at end of year | 2022-12-31 | $1,855,433 |
| Value of total assets at beginning of year | 2022-12-31 | $1,864,480 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $22,290 |
| Total interest from all sources | 2022-12-31 | $9,480 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $8,157 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Administrative expenses (other) incurred | 2022-12-31 | $9,316 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $4,817 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,698,657 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,739,742 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,739,742 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $9,480 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,859,835 |
| Employer contributions (assets) at end of year | 2022-12-31 | $156,776 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $124,738 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,847,025 |
| 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 | 2022-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $1,855,433 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $1,864,480 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GRAY, GRIFFITH & MAYS, A.C. |
| Accountancy firm EIN | 2022-12-31 | 550621482 |
| 2021 : IBEW LOCAL 972 VACATION FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,864,480 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,889,374 |
| Total of all expenses incurred | 2021-12-31 | $4,092,631 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,068,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,887,176 |
| Value of total assets at end of year | 2021-12-31 | $1,864,480 |
| Value of total assets at beginning of year | 2021-12-31 | $2,203,257 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,563 |
| Total interest from all sources | 2021-12-31 | $2,198 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $10,165 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Administrative expenses (other) incurred | 2021-12-31 | $8,751 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-2,203,257 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,203,257 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $5,647 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,739,742 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $2,000,311 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $2,000,311 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $2,198 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,887,176 |
| Employer contributions (assets) at end of year | 2021-12-31 | $124,738 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $202,946 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,068,068 |
| 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 | 2021-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $1,864,480 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GRAY, GRIFFITH & MAYS, A.C. |
| Accountancy firm EIN | 2021-12-31 | 550621482 |
| 2020 : IBEW LOCAL 972 VACATION FUND 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $556 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,233,273 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,957,750 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,934,206 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,223,697 |
| Value of total assets at end of year | 2020-12-31 | $2,203,257 |
| Value of total assets at beginning of year | 2020-12-31 | $1,928,290 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $23,544 |
| Total interest from all sources | 2020-12-31 | $9,576 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $9,590 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Administrative expenses (other) incurred | 2020-12-31 | $1,958 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $556 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $275,523 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,203,257 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,927,734 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $2,000,311 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,778,150 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,778,150 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $9,576 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $2,223,697 |
| Employer contributions (assets) at end of year | 2020-12-31 | $202,946 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $150,140 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,934,206 |
| Contract administrator fees | 2020-12-31 | $11,996 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2020-12-31 | 341310124 |
| 2019 : IBEW LOCAL 972 VACATION FUND 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $556 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $556 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $533 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $533 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,959,241 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,959,241 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $1,822,665 |
| Total of all expenses incurred | 2019-12-31 | $1,822,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,799,715 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,799,715 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,936,704 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,936,704 |
| Value of total assets at end of year | 2019-12-31 | $1,928,290 |
| Value of total assets at end of year | 2019-12-31 | $1,928,290 |
| Value of total assets at beginning of year | 2019-12-31 | $1,791,691 |
| Value of total assets at beginning of year | 2019-12-31 | $1,791,691 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,950 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $22,950 |
| Total interest from all sources | 2019-12-31 | $22,537 |
| Total interest from all sources | 2019-12-31 | $22,537 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $9,020 |
| Administrative expenses professional fees incurred | 2019-12-31 | $9,020 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Administrative expenses (other) incurred | 2019-12-31 | $2,141 |
| Administrative expenses (other) incurred | 2019-12-31 | $2,141 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $556 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $556 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $533 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $533 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $136,576 |
| Value of net income/loss | 2019-12-31 | $136,576 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,927,734 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,927,734 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,791,158 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,791,158 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,778,150 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,778,150 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,662,556 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,662,556 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,662,556 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,662,556 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $22,537 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $22,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,936,704 |
| Contributions received in cash from employer | 2019-12-31 | $1,936,704 |
| Employer contributions (assets) at end of year | 2019-12-31 | $150,140 |
| Employer contributions (assets) at end of year | 2019-12-31 | $150,140 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $129,135 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $129,135 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,799,715 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,799,715 |
| Contract administrator fees | 2019-12-31 | $11,789 |
| Contract administrator fees | 2019-12-31 | $11,789 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES |
| Accountancy firm name | 2019-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| Accountancy firm EIN | 2019-12-31 | 341310124 |
| 2010 : IBEW LOCAL 972 VACATION FUND 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,372,498 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,101,516 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,394,571 |
| Total of all expenses incurred | 2010-12-31 | $1,394,571 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,379,228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,388,041 |
| Value of total assets at end of year | 2010-12-31 | $1,372,498 |
| Value of total assets at beginning of year | 2010-12-31 | $1,101,516 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $15,343 |
| Total interest from all sources | 2010-12-31 | $6,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $14,864 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $7 |
| Administrative expenses (other) incurred | 2010-12-31 | $479 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $408 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $347 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $0 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,226,468 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $987,809 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $987,809 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6,530 |
| Asset value of US Government securities at end of year | 2010-12-31 | $13,941 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $7,457 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,388,041 |
| Employer contributions (assets) at end of year | 2010-12-31 | $132,086 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $106,243 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,379,228 |
| 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 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,372,090 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,101,169 |
| Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | REA & ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 341310124 |
