401k Plan data: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN plan

PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 401k Plan overview

Plan Name	PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN
Plan identification number	003

PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 168 RETIR RETIREMENT PLAN has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIR RETIREMENT PLAN

Employer identification number (EIN): 311219497

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-09-01 JEFFREY A WHITE 2024-06-10
003 2021-09-01 JEFFREY A WHITE 2023-06-01
003 2020-09-01 JEFFREY A WHITE 2022-02-22
003 2019-09-01 JEFFREY A WHITE 2021-02-24
003 2018-09-01 JEFFREY A WHITE 2020-02-17
003 2017-09-01 JEFFREY WHITE 2019-04-20
003 2016-09-01
003 2015-09-01
003 2014-09-01 JEFFREY WHITE KENNETH MORRISON 2016-06-10
003 2013-09-01 ROSE LOGSTON
003 2012-09-01 ROSE LOGSTON
003 2011-09-01 ROSE LOGSTON
003 2009-09-01 ROSE LOGSTON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-09-01	JEFFREY A WHITE	2024-06-10
003	2021-09-01	JEFFREY A WHITE	2023-06-01
003	2020-09-01	JEFFREY A WHITE	2022-02-22
003	2019-09-01	JEFFREY A WHITE	2021-02-24
003	2018-09-01	JEFFREY A WHITE	2020-02-17
003	2017-09-01	JEFFREY WHITE	2019-04-20
003	2016-09-01
003	2015-09-01
003	2014-09-01	JEFFREY WHITE		KENNETH MORRISON	2016-06-10
003	2013-09-01	ROSE LOGSTON
003	2012-09-01	ROSE LOGSTON
003	2011-09-01	ROSE LOGSTON
003	2009-09-01	ROSE LOGSTON

Plan Statistics for PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN

401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN

Measure Date Value
2022: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 1,482
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 1,455
Number of retired or separated participants receiving benefits 2022-09-01 13
Number of other retired or separated participants entitled to future benefits 2022-09-01 8
Total of all active and inactive participants 2022-09-01 1,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-09-01 34
Total participants 2022-09-01 1,510
Number of participants with account balances 2022-09-01 1,510
Number of employers contributing to the scheme 2022-09-01 20
2021: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 1,468
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 1,431
Number of retired or separated participants receiving benefits 2021-09-01 13
Number of other retired or separated participants entitled to future benefits 2021-09-01 7
Total of all active and inactive participants 2021-09-01 1,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-09-01 31
Total participants 2021-09-01 1,482
Number of participants with account balances 2021-09-01 1,482
Number of employers contributing to the scheme 2021-09-01 20
2020: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 975
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 1,429
Number of retired or separated participants receiving benefits 2020-09-01 12
Number of other retired or separated participants entitled to future benefits 2020-09-01 6
Total of all active and inactive participants 2020-09-01 1,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-01 21
Total participants 2020-09-01 1,468
Number of participants with account balances 2020-09-01 1,468
Number of employers contributing to the scheme 2020-09-01 19
2019: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 1,012
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 957
Number of other retired or separated participants entitled to future benefits 2019-09-01 18
Total of all active and inactive participants 2019-09-01 975
Total participants 2019-09-01 975
Number of participants with account balances 2019-09-01 975
Number of employers contributing to the scheme 2019-09-01 24
2018: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 1,039
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 114
Number of other retired or separated participants entitled to future benefits 2018-09-01 898
Total of all active and inactive participants 2018-09-01 1,012
Total participants 2018-09-01 1,012
Number of participants with account balances 2018-09-01 1,012
Number of employers contributing to the scheme 2018-09-01 26
2017: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 1,333
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 289
Number of other retired or separated participants entitled to future benefits 2017-09-01 750
Total of all active and inactive participants 2017-09-01 1,039
Total participants 2017-09-01 1,039
Number of participants with account balances 2017-09-01 1,039
Number of employers contributing to the scheme 2017-09-01 21
2016: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 1,330
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 1,120
Number of other retired or separated participants entitled to future benefits 2016-09-01 213
Total of all active and inactive participants 2016-09-01 1,333
Total participants 2016-09-01 1,333
Number of participants with account balances 2016-09-01 1,333
Number of employers contributing to the scheme 2016-09-01 33
2015: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 1,481
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 1,112
Number of other retired or separated participants entitled to future benefits 2015-09-01 218
Total of all active and inactive participants 2015-09-01 1,330
Total participants 2015-09-01 1,330
Number of participants with account balances 2015-09-01 1,330
Number of employers contributing to the scheme 2015-09-01 31
2014: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 1,444
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 1,232
Number of other retired or separated participants entitled to future benefits 2014-09-01 249
Total of all active and inactive participants 2014-09-01 1,481
Total participants 2014-09-01 1,481
Number of participants with account balances 2014-09-01 1,481
Number of employers contributing to the scheme 2014-09-01 28
2013: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 1,103
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 1,444
Total of all active and inactive participants 2013-09-01 1,444
Total participants 2013-09-01 1,444
Number of participants with account balances 2013-09-01 1,444
Number of employers contributing to the scheme 2013-09-01 29
2012: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 877
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 1,103
Total of all active and inactive participants 2012-09-01 1,103
Total participants 2012-09-01 1,103
2011: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 814
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 877
Total of all active and inactive participants 2011-09-01 877
Total participants 2011-09-01 877
2009: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 901
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 864
Total of all active and inactive participants 2009-09-01 864
Total participants 2009-09-01 864

Measure	Date	Value
2022: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	1,482
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	1,455
Number of retired or separated participants receiving benefits	2022-09-01	13
Number of other retired or separated participants entitled to future benefits	2022-09-01	8
Total of all active and inactive participants	2022-09-01	1,476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-09-01	34
Total participants	2022-09-01	1,510
Number of participants with account balances	2022-09-01	1,510
Number of employers contributing to the scheme	2022-09-01	20
2021: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	1,468
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	1,431
Number of retired or separated participants receiving benefits	2021-09-01	13
Number of other retired or separated participants entitled to future benefits	2021-09-01	7
Total of all active and inactive participants	2021-09-01	1,451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-09-01	31
Total participants	2021-09-01	1,482
Number of participants with account balances	2021-09-01	1,482
Number of employers contributing to the scheme	2021-09-01	20
2020: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	975
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	1,429
Number of retired or separated participants receiving benefits	2020-09-01	12
Number of other retired or separated participants entitled to future benefits	2020-09-01	6
Total of all active and inactive participants	2020-09-01	1,447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-01	21
Total participants	2020-09-01	1,468
Number of participants with account balances	2020-09-01	1,468
Number of employers contributing to the scheme	2020-09-01	19
2019: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	1,012
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	957
Number of other retired or separated participants entitled to future benefits	2019-09-01	18
Total of all active and inactive participants	2019-09-01	975
Total participants	2019-09-01	975
Number of participants with account balances	2019-09-01	975
Number of employers contributing to the scheme	2019-09-01	24
2018: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	1,039
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	114
Number of other retired or separated participants entitled to future benefits	2018-09-01	898
Total of all active and inactive participants	2018-09-01	1,012
Total participants	2018-09-01	1,012
Number of participants with account balances	2018-09-01	1,012
Number of employers contributing to the scheme	2018-09-01	26
2017: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	1,333
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	289
Number of other retired or separated participants entitled to future benefits	2017-09-01	750
Total of all active and inactive participants	2017-09-01	1,039
Total participants	2017-09-01	1,039
Number of participants with account balances	2017-09-01	1,039
Number of employers contributing to the scheme	2017-09-01	21
2016: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	1,330
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	1,120
Number of other retired or separated participants entitled to future benefits	2016-09-01	213
Total of all active and inactive participants	2016-09-01	1,333
Total participants	2016-09-01	1,333
Number of participants with account balances	2016-09-01	1,333
Number of employers contributing to the scheme	2016-09-01	33
2015: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	1,481
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	1,112
Number of other retired or separated participants entitled to future benefits	2015-09-01	218
Total of all active and inactive participants	2015-09-01	1,330
Total participants	2015-09-01	1,330
Number of participants with account balances	2015-09-01	1,330
Number of employers contributing to the scheme	2015-09-01	31
2014: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	1,444
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	1,232
Number of other retired or separated participants entitled to future benefits	2014-09-01	249
Total of all active and inactive participants	2014-09-01	1,481
Total participants	2014-09-01	1,481
Number of participants with account balances	2014-09-01	1,481
Number of employers contributing to the scheme	2014-09-01	28
2013: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	1,103
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	1,444
Total of all active and inactive participants	2013-09-01	1,444
Total participants	2013-09-01	1,444
Number of participants with account balances	2013-09-01	1,444
Number of employers contributing to the scheme	2013-09-01	29
2012: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	877
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	1,103
Total of all active and inactive participants	2012-09-01	1,103
Total participants	2012-09-01	1,103
2011: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	814
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	877
Total of all active and inactive participants	2011-09-01	877
Total participants	2011-09-01	877
2009: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	901
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	864
Total of all active and inactive participants	2009-09-01	864
Total participants	2009-09-01	864

Financial Data on PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN

Measure	Date	Value
2023 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$17,736
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-08-31	$3,814
Total income from all sources (including contributions)	2023-08-31	$8,193,924
Total of all expenses incurred	2023-08-31	$2,891,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-08-31	$2,683,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-08-31	$2,125,398
Value of total assets at end of year	2023-08-31	$55,853,218
Value of total assets at beginning of year	2023-08-31	$50,536,605
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-08-31	$208,039
Total dividends received (eg from common stock, registered investment company shares)	2023-08-31	$811,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-08-31	$811,324
Administrative expenses professional fees incurred	2023-08-31	$45,054
Was this plan covered by a fidelity bond	2023-08-31	Yes
Value of fidelity bond cover	2023-08-31	$500,000
If this is an individual account plan, was there a blackout period	2023-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-08-31	No
Contributions received from participants	2023-08-31	$35,849
Assets. Other investments not covered elsewhere at end of year	2023-08-31	$4,380
Assets. Other investments not covered elsewhere at beginning of year	2023-08-31	$9,635
Income. Received or receivable in cash from other sources (including rollovers)	2023-08-31	$15,733
Other income not declared elsewhere	2023-08-31	$871,044
Administrative expenses (other) incurred	2023-08-31	$36,362
Liabilities. Value of operating payables at end of year	2023-08-31	$17,736
Liabilities. Value of operating payables at beginning of year	2023-08-31	$3,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-08-31	No
Value of net income/loss	2023-08-31	$5,302,691
Value of net assets at end of year (total assets less liabilities)	2023-08-31	$55,835,482
Value of net assets at beginning of year (total assets less liabilities)	2023-08-31	$50,532,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-08-31	No
Were any leases to which the plan was party in default or uncollectible	2023-08-31	No
Investment advisory and management fees	2023-08-31	$99,290
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-08-31	$55,375,852
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-08-31	$49,947,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-08-31	$127,060
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-08-31	$173,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-08-31	$173,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-08-31	$4,386,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-08-31	No
Was there a failure to transmit to the plan any participant contributions	2023-08-31	No
Has the plan failed to provide any benefit when due under the plan	2023-08-31	No
Contributions received in cash from employer	2023-08-31	$2,073,816
Employer contributions (assets) at end of year	2023-08-31	$345,926
Employer contributions (assets) at beginning of year	2023-08-31	$405,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-08-31	$2,683,194
Contract administrator fees	2023-08-31	$27,333
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	2023-08-31	No
Did the plan have assets held for investment	2023-08-31	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	2023-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-08-31	No
Opinion of an independent qualified public accountant for this plan	2023-08-31	Unqualified
Accountancy firm name	2023-08-31	PACKER THOMAS
Accountancy firm EIN	2023-08-31	341667340
2022 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$3,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$15,296
Total income from all sources (including contributions)	2022-08-31	$-5,563,708
Total of all expenses incurred	2022-08-31	$2,751,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$2,546,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$2,184,981
Value of total assets at end of year	2022-08-31	$50,536,605
Value of total assets at beginning of year	2022-08-31	$58,863,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$204,853
Total dividends received (eg from common stock, registered investment company shares)	2022-08-31	$686,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-31	$686,925
Administrative expenses professional fees incurred	2022-08-31	$41,072
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Assets. Other investments not covered elsewhere at end of year	2022-08-31	$9,635
Assets. Other investments not covered elsewhere at beginning of year	2022-08-31	$7,105
Income. Received or receivable in cash from other sources (including rollovers)	2022-08-31	$4,255
Other income not declared elsewhere	2022-08-31	$601,241
Administrative expenses (other) incurred	2022-08-31	$45,877
Liabilities. Value of operating payables at end of year	2022-08-31	$3,814
Liabilities. Value of operating payables at beginning of year	2022-08-31	$15,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-8,314,925
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$50,532,791
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$58,847,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Investment advisory and management fees	2022-08-31	$90,842
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-31	$49,947,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-31	$58,304,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$173,435
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$235,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$235,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-31	$-9,036,855
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$2,180,726
Employer contributions (assets) at end of year	2022-08-31	$405,619
Employer contributions (assets) at beginning of year	2022-08-31	$315,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$2,546,364
Contract administrator fees	2022-08-31	$27,062
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	2022-08-31	No
Did the plan have assets held for investment	2022-08-31	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	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	PACKER THOMAS
Accountancy firm EIN	2022-08-31	341667340
2021 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$15,296
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$2,277,347
Total income from all sources (including contributions)	2021-08-31	$16,169,297
Total of all expenses incurred	2021-08-31	$1,692,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$1,239,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$3,209,669
Value of total assets at end of year	2021-08-31	$58,863,012
Value of total assets at beginning of year	2021-08-31	$46,648,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$453,196
Total dividends received (eg from common stock, registered investment company shares)	2021-08-31	$684,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-08-31	$684,504
Administrative expenses professional fees incurred	2021-08-31	$45,123
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
If this is an individual account plan, was there a blackout period	2021-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Assets. Other investments not covered elsewhere at end of year	2021-08-31	$7,105
Assets. Other investments not covered elsewhere at beginning of year	2021-08-31	$6,830
Income. Received or receivable in cash from other sources (including rollovers)	2021-08-31	$20,600
Other income not declared elsewhere	2021-08-31	$2,516,672
Administrative expenses (other) incurred	2021-08-31	$284,896
Liabilities. Value of operating payables at end of year	2021-08-31	$15,296
Liabilities. Value of operating payables at beginning of year	2021-08-31	$7,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$14,476,933
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$58,847,716
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$44,370,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Investment advisory and management fees	2021-08-31	$96,555
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-08-31	$58,304,798
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-08-31	$46,098,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$235,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$250,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$250,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-08-31	$9,758,452
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$3,189,069
Employer contributions (assets) at end of year	2021-08-31	$315,682
Employer contributions (assets) at beginning of year	2021-08-31	$291,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$1,239,168
Contract administrator fees	2021-08-31	$26,622
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	2021-08-31	No
Liabilities. Value of benefit claims payable at beginning of year	2021-08-31	$2,269,394
Did the plan have assets held for investment	2021-08-31	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	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Disclaimer
Accountancy firm name	2021-08-31	PACKER THOMAS
Accountancy firm EIN	2021-08-31	341667340
2020 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$2,277,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$2,204,118
Total income from all sources (including contributions)	2020-08-31	$9,440,158
Total of all expenses incurred	2020-08-31	$2,503,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$2,298,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$2,525,816
Value of total assets at end of year	2020-08-31	$46,648,130
Value of total assets at beginning of year	2020-08-31	$39,638,639
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$205,031
Total dividends received (eg from common stock, registered investment company shares)	2020-08-31	$618,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-08-31	$618,488
Administrative expenses professional fees incurred	2020-08-31	$53,036
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Assets. Other investments not covered elsewhere at end of year	2020-08-31	$6,830
Assets. Other investments not covered elsewhere at beginning of year	2020-08-31	$6,732
Other income not declared elsewhere	2020-08-31	$548,692
Administrative expenses (other) incurred	2020-08-31	$26,197
Liabilities. Value of operating payables at end of year	2020-08-31	$7,953
Liabilities. Value of operating payables at beginning of year	2020-08-31	$2,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$6,936,262
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$44,370,783
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$37,434,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Investment advisory and management fees	2020-08-31	$99,698
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-08-31	$46,098,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-08-31	$39,151,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$250,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$226,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$226,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-08-31	$5,747,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$2,525,816
Employer contributions (assets) at end of year	2020-08-31	$291,582
Employer contributions (assets) at beginning of year	2020-08-31	$254,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$2,298,865
Contract administrator fees	2020-08-31	$26,100
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	2020-08-31	No
Liabilities. Value of benefit claims payable at end of year	2020-08-31	$2,269,394
Liabilities. Value of benefit claims payable at beginning of year	2020-08-31	$2,202,118
Did the plan have assets held for investment	2020-08-31	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	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	No
Opinion of an independent qualified public accountant for this plan	2020-08-31	Disclaimer
Accountancy firm name	2020-08-31	PACKER THOMAS
Accountancy firm EIN	2020-08-31	341667340
2019 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$2,204,118
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$2,106,375
Total income from all sources (including contributions)	2019-08-31	$4,113,927
Total of all expenses incurred	2019-08-31	$3,447,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$3,262,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$2,661,993
Value of total assets at end of year	2019-08-31	$39,638,639
Value of total assets at beginning of year	2019-08-31	$38,874,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$184,888
Total dividends received (eg from common stock, registered investment company shares)	2019-08-31	$545,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-08-31	$545,804
Administrative expenses professional fees incurred	2019-08-31	$41,938
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Assets. Other investments not covered elsewhere at end of year	2019-08-31	$6,732
Assets. Other investments not covered elsewhere at beginning of year	2019-08-31	$4,147
Other income not declared elsewhere	2019-08-31	$351,725
Administrative expenses (other) incurred	2019-08-31	$18,040
Liabilities. Value of operating payables at end of year	2019-08-31	$2,000
Liabilities. Value of operating payables at beginning of year	2019-08-31	$2,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$666,791
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$37,434,521
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$36,767,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Investment advisory and management fees	2019-08-31	$98,810
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-08-31	$39,151,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-08-31	$38,304,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$226,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$243,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$243,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-08-31	$554,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$2,661,993
Employer contributions (assets) at end of year	2019-08-31	$254,050
Employer contributions (assets) at beginning of year	2019-08-31	$321,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$3,262,248
Contract administrator fees	2019-08-31	$26,100
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	2019-08-31	No
Liabilities. Value of benefit claims payable at end of year	2019-08-31	$2,202,118
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$2,104,373
Did the plan have assets held for investment	2019-08-31	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	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	No
Opinion of an independent qualified public accountant for this plan	2019-08-31	Disclaimer
Accountancy firm name	2019-08-31	PACKER THOMAS
Accountancy firm EIN	2019-08-31	341667340
2018 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$2,106,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$2,256,763
Total income from all sources (including contributions)	2018-08-31	$6,697,598
Total of all expenses incurred	2018-08-31	$2,472,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$2,284,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$2,658,007
Value of total assets at end of year	2018-08-31	$38,874,105
Value of total assets at beginning of year	2018-08-31	$34,799,189
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$188,044
Total dividends received (eg from common stock, registered investment company shares)	2018-08-31	$469,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-08-31	$469,705
Administrative expenses professional fees incurred	2018-08-31	$35,069
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Assets. Other investments not covered elsewhere at end of year	2018-08-31	$4,147
Assets. Other investments not covered elsewhere at beginning of year	2018-08-31	$5,222
Other income not declared elsewhere	2018-08-31	$408,524
Administrative expenses (other) incurred	2018-08-31	$23,410
Liabilities. Value of operating payables at end of year	2018-08-31	$2,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$4,225,304
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$36,767,730
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$32,542,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Investment advisory and management fees	2018-08-31	$105,165
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-08-31	$38,304,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-08-31	$34,348,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$243,927
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-08-31	$189,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-08-31	$189,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-08-31	$3,161,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$2,658,007
Employer contributions (assets) at end of year	2018-08-31	$321,468
Employer contributions (assets) at beginning of year	2018-08-31	$256,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$2,284,250
Contract administrator fees	2018-08-31	$24,400
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	2018-08-31	No
Liabilities. Value of benefit claims payable at end of year	2018-08-31	$2,104,373
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$2,256,763
Did the plan have assets held for investment	2018-08-31	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	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Disclaimer
Accountancy firm name	2018-08-31	PACKER THOMAS
Accountancy firm EIN	2018-08-31	341667340
2017 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$2,256,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$2,244,171
Total income from all sources (including contributions)	2017-08-31	$5,972,227
Total of all expenses incurred	2017-08-31	$2,200,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$2,038,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$2,137,033
Value of total assets at end of year	2017-08-31	$34,799,189
Value of total assets at beginning of year	2017-08-31	$31,014,548
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$162,092
Total interest from all sources	2017-08-31	$2,761
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$192,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-08-31	$192,366
Administrative expenses professional fees incurred	2017-08-31	$29,862
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Assets. Other investments not covered elsewhere at end of year	2017-08-31	$5,222
Assets. Other investments not covered elsewhere at beginning of year	2017-08-31	$2,753
Other income not declared elsewhere	2017-08-31	$336,102
Administrative expenses (other) incurred	2017-08-31	$12,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$3,772,049
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$32,542,426
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$28,770,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Investment advisory and management fees	2017-08-31	$98,374
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$34,348,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$30,680,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-08-31	$189,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-08-31	$179,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-08-31	$179,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-08-31	$2,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-08-31	$3,303,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$2,137,033
Employer contributions (assets) at end of year	2017-08-31	$256,248
Employer contributions (assets) at beginning of year	2017-08-31	$152,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$2,038,086
Contract administrator fees	2017-08-31	$21,000
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	2017-08-31	No
Liabilities. Value of benefit claims payable at end of year	2017-08-31	$2,256,763
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$2,244,171
Did the plan have assets held for investment	2017-08-31	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	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	PACKER THOMAS
Accountancy firm EIN	2017-08-31	341667340
2016 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$2,244,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$2,826,622
Total income from all sources (including contributions)	2016-08-31	$3,781,658
Total of all expenses incurred	2016-08-31	$2,466,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$2,313,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$2,274,113
Value of total assets at end of year	2016-08-31	$31,014,548
Value of total assets at beginning of year	2016-08-31	$30,282,290
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$153,133
Total interest from all sources	2016-08-31	$8,553
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$1,045,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-08-31	$1,045,282
Administrative expenses professional fees incurred	2016-08-31	$35,299
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Assets. Other investments not covered elsewhere at end of year	2016-08-31	$2,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$1,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-08-31	$7,088
Other income not declared elsewhere	2016-08-31	$89,527
Administrative expenses (other) incurred	2016-08-31	$31,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$1,314,709
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$28,770,377
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$27,455,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Investment advisory and management fees	2016-08-31	$72,099
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$30,680,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$28,789,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-08-31	$179,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-08-31	$1,315,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-08-31	$1,315,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-08-31	$8,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-08-31	$364,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$2,274,113
Employer contributions (assets) at end of year	2016-08-31	$152,254
Employer contributions (assets) at beginning of year	2016-08-31	$176,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$2,313,816
Contract administrator fees	2016-08-31	$14,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-08-31	No
Liabilities. Value of benefit claims payable at end of year	2016-08-31	$2,244,171
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$2,819,534
Did the plan have assets held for investment	2016-08-31	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	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Unqualified
Accountancy firm name	2016-08-31	PACKER THOMAS
Accountancy firm EIN	2016-08-31	341667340
2015 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$2,826,622
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$10,633
Total income from all sources (including contributions)	2015-08-31	$2,988,441
Total of all expenses incurred	2015-08-31	$6,210,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$6,030,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$3,900,568
Value of total assets at end of year	2015-08-31	$30,282,290
Value of total assets at beginning of year	2015-08-31	$30,687,924
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$179,199
Total interest from all sources	2015-08-31	$9,192
Total dividends received (eg from common stock, registered investment company shares)	2015-08-31	$2,346,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-08-31	$2,346,246
Administrative expenses professional fees incurred	2015-08-31	$31,685
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$1,539
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-08-31	$7,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-08-31	$10,633
Other income not declared elsewhere	2015-08-31	$13,690
Administrative expenses (other) incurred	2015-08-31	$76,671
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-3,221,623
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$27,455,668
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$30,677,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Investment advisory and management fees	2015-08-31	$70,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-08-31	$28,789,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-08-31	$28,187,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-08-31	$1,315,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-08-31	$2,118,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-08-31	$2,118,236
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-08-31	$9,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-08-31	$-3,281,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$3,900,568
Employer contributions (assets) at end of year	2015-08-31	$176,240
Employer contributions (assets) at beginning of year	2015-08-31	$381,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$6,030,865
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-08-31	No
Liabilities. Value of benefit claims payable at end of year	2015-08-31	$2,819,534
Liabilities. Value of benefit claims payable at beginning of year	2015-08-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-08-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-08-31	$321
Did the plan have assets held for investment	2015-08-31	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	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	ANNESS, GERLACH & WILLIAMS, CPA'S
Accountancy firm EIN	2015-08-31	341451668
2014 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-08-31	$2,754,460
Total unrealized appreciation/depreciation of assets	2014-08-31	$2,754,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$10,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$11,968
Total income from all sources (including contributions)	2014-08-31	$7,813,953
Total loss/gain on sale of assets	2014-08-31	$192,575
Total of all expenses incurred	2014-08-31	$2,460,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$2,334,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$3,375,083
Value of total assets at end of year	2014-08-31	$30,687,924
Value of total assets at beginning of year	2014-08-31	$25,335,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$125,836
Total interest from all sources	2014-08-31	$12,862
Total dividends received (eg from common stock, registered investment company shares)	2014-08-31	$1,468,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-08-31	$1,468,473
Administrative expenses professional fees incurred	2014-08-31	$5,125
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Contributions received from participants	2014-08-31	$3,375,083
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-08-31	$11,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-08-31	$10,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-08-31	$11,968
Other income not declared elsewhere	2014-08-31	$10,500
Administrative expenses (other) incurred	2014-08-31	$66,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$5,353,336
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$30,677,291
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$25,323,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Investment advisory and management fees	2014-08-31	$54,240
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-08-31	$28,187,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-08-31	$22,675,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-08-31	$2,118,236
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-08-31	$2,448,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-08-31	$2,448,367
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-08-31	$12,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Employer contributions (assets) at end of year	2014-08-31	$381,516
Employer contributions (assets) at beginning of year	2014-08-31	$211,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$2,323,304
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	2014-08-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2014-08-31	$321
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-08-31	$961
Did the plan have assets held for investment	2014-08-31	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	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Aggregate proceeds on sale of assets	2014-08-31	$192,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	PERRY & ASSOCIATES, CPA'S, A.C.
Accountancy firm EIN	2014-08-31	550771624
2013 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-08-31	$1,940,579
Total unrealized appreciation/depreciation of assets	2013-08-31	$1,940,579
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$11,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$0
Total income from all sources (including contributions)	2013-08-31	$4,628,161
Total loss/gain on sale of assets	2013-08-31	$-40,895
Total of all expenses incurred	2013-08-31	$1,138,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$1,020,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$2,323,813
Value of total assets at end of year	2013-08-31	$25,335,923
Value of total assets at beginning of year	2013-08-31	$21,834,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$117,943
Total interest from all sources	2013-08-31	$13,692
Total dividends received (eg from common stock, registered investment company shares)	2013-08-31	$381,402
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-08-31	$381,402
Administrative expenses professional fees incurred	2013-08-31	$4,925
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Contributions received from participants	2013-08-31	$2,323,813
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-08-31	$11,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-08-31	$0
Other income not declared elsewhere	2013-08-31	$9,570
Administrative expenses (other) incurred	2013-08-31	$58,218
Total non interest bearing cash at end of year	2013-08-31	$0
Total non interest bearing cash at beginning of year	2013-08-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$3,489,505
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$25,323,955
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$21,834,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Investment advisory and management fees	2013-08-31	$54,800
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-08-31	$22,675,308
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-08-31	$19,760,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-08-31	$2,448,367
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-08-31	$1,823,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-08-31	$1,823,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-08-31	$13,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Employer contributions (assets) at end of year	2013-08-31	$211,287
Employer contributions (assets) at beginning of year	2013-08-31	$247,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$1,020,713
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	2013-08-31	No
Assets. Value of buildings and other operty used in plan operation at end of year	2013-08-31	$961
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-08-31	$1,841
Did the plan have assets held for investment	2013-08-31	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	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Aggregate proceeds on sale of assets	2013-08-31	$-40,895
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	PERRY AND ASSOCIATES, CPA'S, A.C.
Accountancy firm EIN	2013-08-31	550771624
2012 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-08-31	$1,381,224
Total unrealized appreciation/depreciation of assets	2012-08-31	$1,381,224
Total income from all sources (including contributions)	2012-08-31	$3,594,671
Total loss/gain on sale of assets	2012-08-31	$2,537
Total of all expenses incurred	2012-08-31	$1,336,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$1,221,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$1,795,482
Value of total assets at end of year	2012-08-31	$21,832,609
Value of total assets at beginning of year	2012-08-31	$19,575,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$114,828
Total interest from all sources	2012-08-31	$10,426
Total dividends received (eg from common stock, registered investment company shares)	2012-08-31	$403,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-08-31	$403,217
Administrative expenses professional fees incurred	2012-08-31	$4,635
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Contributions received from participants	2012-08-31	$1,795,482
Other income not declared elsewhere	2012-08-31	$1,785
Administrative expenses (other) incurred	2012-08-31	$54,553
Total non interest bearing cash at end of year	2012-08-31	$0
Total non interest bearing cash at beginning of year	2012-08-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$2,258,630
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$21,832,609
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$19,575,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Investment advisory and management fees	2012-08-31	$55,640
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-08-31	$19,760,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-08-31	$17,976,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-08-31	$1,823,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-08-31	$1,483,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-08-31	$1,483,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-08-31	$10,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Employer contributions (assets) at end of year	2012-08-31	$247,864
Employer contributions (assets) at beginning of year	2012-08-31	$116,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$1,221,213
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	2012-08-31	No
Did the plan have assets held for investment	2012-08-31	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	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Aggregate proceeds on sale of assets	2012-08-31	$2,537
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	PERRY AND ASSOCIATES, CPA'S, A.C.
Accountancy firm EIN	2012-08-31	550771624
2011 : PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-08-31	$715,600
Total unrealized appreciation/depreciation of assets	2011-08-31	$715,600
Total income from all sources (including contributions)	2011-08-31	$2,958,177
Total loss/gain on sale of assets	2011-08-31	$-26,329
Total of all expenses incurred	2011-08-31	$1,414,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$1,314,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$1,718,100
Value of total assets at end of year	2011-08-31	$19,575,820
Value of total assets at beginning of year	2011-08-31	$18,031,848
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$100,075
Total interest from all sources	2011-08-31	$11,922
Total dividends received (eg from common stock, registered investment company shares)	2011-08-31	$537,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-08-31	$537,239
Administrative expenses professional fees incurred	2011-08-31	$4,500
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Contributions received from participants	2011-08-31	$1,718,100
Participant contributions at end of year	2011-08-31	$116,484
Participant contributions at beginning of year	2011-08-31	$121,595
Other income not declared elsewhere	2011-08-31	$1,645
Administrative expenses (other) incurred	2011-08-31	$50,484
Total non interest bearing cash at end of year	2011-08-31	$50
Total non interest bearing cash at beginning of year	2011-08-31	$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$1,543,972
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$19,575,820
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$18,031,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Investment advisory and management fees	2011-08-31	$45,091
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-08-31	$17,976,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-08-31	$16,298,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-08-31	$1,483,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$1,611,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$1,611,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$11,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$1,314,130
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	2011-08-31	No
Did the plan have assets held for investment	2011-08-31	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	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Aggregate proceeds on sale of assets	2011-08-31	$-26,329
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	PERRY AND ASSOCIATES, CPA'S, A.C.
Accountancy firm EIN	2011-08-31	550771624

Form 5500 Responses for PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN

2022: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Multi-employer plan
2022-09-01	Plan is a collectively bargained plan	Yes
2022-09-01	Plan funding arrangement – Trust	Yes
2022-09-01	Plan benefit arrangement - Trust	Yes
2021: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Multi-employer plan
2021-09-01	Plan is a collectively bargained plan	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Multi-employer plan
2020-09-01	Plan is a collectively bargained plan	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Multi-employer plan
2019-09-01	Plan is a collectively bargained plan	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Multi-employer plan
2018-09-01	Plan is a collectively bargained plan	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Multi-employer plan
2017-09-01	Plan is a collectively bargained plan	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Multi-employer plan
2016-09-01	Plan is a collectively bargained plan	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Multi-employer plan
2015-09-01	Plan is a collectively bargained plan	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Multi-employer plan
2014-09-01	Plan is a collectively bargained plan	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Multi-employer plan
2013-09-01	Submission has been amended	No
2013-09-01	This submission is the final filing	No
2013-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-09-01	Plan is a collectively bargained plan	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Mulitple employer plan
2012-09-01	Submission has been amended	No
2012-09-01	This submission is the final filing	No
2012-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-09-01	Plan is a collectively bargained plan	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Mulitple employer plan
2011-09-01	Submission has been amended	No
2011-09-01	This submission is the final filing	No
2011-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-09-01	Plan is a collectively bargained plan	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2009: PLUMBERS AND PIPEFITTERS LOCAL 168 RETIREMENT PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Mulitple employer plan
2009-09-01	Submission has been amended	No
2009-09-01	This submission is the final filing	No
2009-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-09-01	Plan is a collectively bargained plan	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLUMBERS AND PIPEFITTERS LOCAL 168 RETIR RETIREMENT PLAN
Employer identification number (EIN):	311219497
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors