401k Plan data: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN plan

PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 401k Plan overview

Plan Name	PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN
Plan identification number	002

PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

PLUMBERS AND STEAMFITTERS LOCAL 166 has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS AND STEAMFITTERS LOCAL 166

Employer identification number (EIN): 350585865

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 STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2016-06-01
002 2015-06-01
002 2014-06-01 KENT L. PROSSER KENT L. PROSSER 2016-02-23
002 2013-06-01 KENT L. PROSSER KENT L. PROSSER 2015-02-18
002 2012-06-01 KENT L. PROSSER KENT L. PROSSER 2014-02-10
002 2011-06-01 KENT L. PROSSER KENT L. PROSSER 2013-03-12
002 2009-06-01 KENT L. PROSSER KENT L. PROSSER 2011-03-11

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2016-06-01
002	2015-06-01
002	2014-06-01	KENT L. PROSSER	KENT L. PROSSER	2016-02-23
002	2013-06-01	KENT L. PROSSER	KENT L. PROSSER	2015-02-18
002	2012-06-01	KENT L. PROSSER	KENT L. PROSSER	2014-02-10
002	2011-06-01	KENT L. PROSSER	KENT L. PROSSER	2013-03-12
002	2009-06-01	KENT L. PROSSER	KENT L. PROSSER	2011-03-11

Plan Statistics for PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN

401k plan membership statisitcs for PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN

Measure Date Value
2016: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-06-01 735
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 726
Number of retired or separated participants receiving benefits 2016-06-01 3
Number of other retired or separated participants entitled to future benefits 2016-06-01 12
Total of all active and inactive participants 2016-06-01 741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 2
Total participants 2016-06-01 743
Number of participants with account balances 2016-06-01 743
Number of employers contributing to the scheme 2016-06-01 36
2015: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-06-01 719
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 723
Number of retired or separated participants receiving benefits 2015-06-01 3
Number of other retired or separated participants entitled to future benefits 2015-06-01 9
Total of all active and inactive participants 2015-06-01 735
Total participants 2015-06-01 735
Number of participants with account balances 2015-06-01 735
Number of employers contributing to the scheme 2015-06-01 29
2014: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-06-01 715
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 706
Number of retired or separated participants receiving benefits 2014-06-01 1
Number of other retired or separated participants entitled to future benefits 2014-06-01 11
Total of all active and inactive participants 2014-06-01 718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 1
Total participants 2014-06-01 719
Number of participants with account balances 2014-06-01 719
Number of employers contributing to the scheme 2014-06-01 29
2013: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-06-01 705
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 697
Number of other retired or separated participants entitled to future benefits 2013-06-01 17
Total of all active and inactive participants 2013-06-01 714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 1
Total participants 2013-06-01 715
Number of participants with account balances 2013-06-01 715
Number of employers contributing to the scheme 2013-06-01 31
2012: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-06-01 773
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 695
Number of other retired or separated participants entitled to future benefits 2012-06-01 10
Total of all active and inactive participants 2012-06-01 705
Total participants 2012-06-01 705
Number of participants with account balances 2012-06-01 705
Number of employers contributing to the scheme 2012-06-01 32
2011: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-06-01 798
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 742
Number of other retired or separated participants entitled to future benefits 2011-06-01 27
Total of all active and inactive participants 2011-06-01 769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 4
Total participants 2011-06-01 773
Number of participants with account balances 2011-06-01 773
Number of employers contributing to the scheme 2011-06-01 28
2009: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-06-01 881
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 756
Number of other retired or separated participants entitled to future benefits 2009-06-01 39
Total of all active and inactive participants 2009-06-01 795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 4
Total participants 2009-06-01 799
Number of participants with account balances 2009-06-01 799
Number of employers contributing to the scheme 2009-06-01 37

Measure	Date	Value
2016: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-06-01	735
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	726
Number of retired or separated participants receiving benefits	2016-06-01	3
Number of other retired or separated participants entitled to future benefits	2016-06-01	12
Total of all active and inactive participants	2016-06-01	741
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	2
Total participants	2016-06-01	743
Number of participants with account balances	2016-06-01	743
Number of employers contributing to the scheme	2016-06-01	36
2015: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-06-01	719
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	723
Number of retired or separated participants receiving benefits	2015-06-01	3
Number of other retired or separated participants entitled to future benefits	2015-06-01	9
Total of all active and inactive participants	2015-06-01	735
Total participants	2015-06-01	735
Number of participants with account balances	2015-06-01	735
Number of employers contributing to the scheme	2015-06-01	29
2014: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-06-01	715
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	706
Number of retired or separated participants receiving benefits	2014-06-01	1
Number of other retired or separated participants entitled to future benefits	2014-06-01	11
Total of all active and inactive participants	2014-06-01	718
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	1
Total participants	2014-06-01	719
Number of participants with account balances	2014-06-01	719
Number of employers contributing to the scheme	2014-06-01	29
2013: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-06-01	705
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	697
Number of other retired or separated participants entitled to future benefits	2013-06-01	17
Total of all active and inactive participants	2013-06-01	714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	1
Total participants	2013-06-01	715
Number of participants with account balances	2013-06-01	715
Number of employers contributing to the scheme	2013-06-01	31
2012: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-06-01	773
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	695
Number of other retired or separated participants entitled to future benefits	2012-06-01	10
Total of all active and inactive participants	2012-06-01	705
Total participants	2012-06-01	705
Number of participants with account balances	2012-06-01	705
Number of employers contributing to the scheme	2012-06-01	32
2011: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-06-01	798
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	742
Number of other retired or separated participants entitled to future benefits	2011-06-01	27
Total of all active and inactive participants	2011-06-01	769
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	4
Total participants	2011-06-01	773
Number of participants with account balances	2011-06-01	773
Number of employers contributing to the scheme	2011-06-01	28
2009: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-06-01	881
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	756
Number of other retired or separated participants entitled to future benefits	2009-06-01	39
Total of all active and inactive participants	2009-06-01	795
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	4
Total participants	2009-06-01	799
Number of participants with account balances	2009-06-01	799
Number of employers contributing to the scheme	2009-06-01	37

Financial Data on PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN

Measure	Date	Value
2017 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$9,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-05-31	$13,139
Total income from all sources (including contributions)	2017-05-31	$6,343,858
Total of all expenses incurred	2017-05-31	$1,860,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-05-31	$1,648,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-05-31	$1,810,007
Value of total assets at end of year	2017-05-31	$33,388,364
Value of total assets at beginning of year	2017-05-31	$28,909,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-05-31	$212,395
Total dividends received (eg from common stock, registered investment company shares)	2017-05-31	$503,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-05-31	$503,026
Administrative expenses professional fees incurred	2017-05-31	$29,657
Was this plan covered by a fidelity bond	2017-05-31	Yes
Value of fidelity bond cover	2017-05-31	$500,000
If this is an individual account plan, was there a blackout period	2017-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-05-31	No
Contributions received from participants	2017-05-31	$342,904
Participant contributions at end of year	2017-05-31	$29,946
Participant contributions at beginning of year	2017-05-31	$38,522
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-05-31	$194,614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-05-31	$141,485
Administrative expenses (other) incurred	2017-05-31	$25,028
Liabilities. Value of operating payables at end of year	2017-05-31	$9,053
Liabilities. Value of operating payables at beginning of year	2017-05-31	$13,139
Total non interest bearing cash at end of year	2017-05-31	$19,740
Total non interest bearing cash at beginning of year	2017-05-31	$16,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-05-31	No
Value of net income/loss	2017-05-31	$4,483,450
Value of net assets at end of year (total assets less liabilities)	2017-05-31	$33,379,311
Value of net assets at beginning of year (total assets less liabilities)	2017-05-31	$28,895,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-05-31	No
Were any leases to which the plan was party in default or uncollectible	2017-05-31	No
Investment advisory and management fees	2017-05-31	$127,485
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-05-31	$31,384,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-05-31	$26,939,294
Value of interest in common/collective trusts at end of year	2017-05-31	$1,584,128
Value of interest in common/collective trusts at beginning of year	2017-05-31	$1,610,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-05-31	$4,024,992
Net investment gain or loss from common/collective trusts	2017-05-31	$5,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-05-31	No
Was there a failure to transmit to the plan any participant contributions	2017-05-31	No
Has the plan failed to provide any benefit when due under the plan	2017-05-31	No
Contributions received in cash from employer	2017-05-31	$1,467,103
Employer contributions (assets) at end of year	2017-05-31	$175,914
Employer contributions (assets) at beginning of year	2017-05-31	$163,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-05-31	$1,648,013
Contract administrator fees	2017-05-31	$30,225
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	2017-05-31	No
Did the plan have assets held for investment	2017-05-31	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	2017-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-05-31	Disclaimer
Accountancy firm name	2017-05-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2017-05-31	350905017
2016 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$13,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-05-31	$8,233
Total income from all sources (including contributions)	2016-05-31	$737,654
Total of all expenses incurred	2016-05-31	$1,144,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-05-31	$1,011,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-05-31	$1,727,086
Value of total assets at end of year	2016-05-31	$28,909,000
Value of total assets at beginning of year	2016-05-31	$29,311,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-05-31	$133,135
Total dividends received (eg from common stock, registered investment company shares)	2016-05-31	$437,047
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-05-31	$437,047
Administrative expenses professional fees incurred	2016-05-31	$37,956
Was this plan covered by a fidelity bond	2016-05-31	Yes
Value of fidelity bond cover	2016-05-31	$500,000
If this is an individual account plan, was there a blackout period	2016-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-05-31	No
Contributions received from participants	2016-05-31	$348,820
Participant contributions at end of year	2016-05-31	$38,522
Participant contributions at beginning of year	2016-05-31	$33,474
Income. Received or receivable in cash from other sources (including rollovers)	2016-05-31	$1,322
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-05-31	$141,485
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-05-31	$130,637
Administrative expenses (other) incurred	2016-05-31	$17,589
Liabilities. Value of operating payables at end of year	2016-05-31	$13,139
Liabilities. Value of operating payables at beginning of year	2016-05-31	$8,233
Total non interest bearing cash at end of year	2016-05-31	$16,050
Total non interest bearing cash at beginning of year	2016-05-31	$13,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-05-31	No
Value of net income/loss	2016-05-31	$-407,206
Value of net assets at end of year (total assets less liabilities)	2016-05-31	$28,895,861
Value of net assets at beginning of year (total assets less liabilities)	2016-05-31	$29,303,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-05-31	No
Were any leases to which the plan was party in default or uncollectible	2016-05-31	No
Investment advisory and management fees	2016-05-31	$48,721
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-05-31	$26,939,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-05-31	$27,709,620
Value of interest in common/collective trusts at end of year	2016-05-31	$1,610,422
Value of interest in common/collective trusts at beginning of year	2016-05-31	$1,291,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-05-31	$-1,429,683
Net investment gain or loss from common/collective trusts	2016-05-31	$3,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-05-31	No
Was there a failure to transmit to the plan any participant contributions	2016-05-31	No
Has the plan failed to provide any benefit when due under the plan	2016-05-31	No
Contributions received in cash from employer	2016-05-31	$1,376,944
Employer contributions (assets) at end of year	2016-05-31	$163,227
Employer contributions (assets) at beginning of year	2016-05-31	$132,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-05-31	$1,011,725
Contract administrator fees	2016-05-31	$28,869
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	2016-05-31	No
Did the plan have assets held for investment	2016-05-31	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	2016-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-05-31	Disclaimer
Accountancy firm name	2016-05-31	WHITINGER & COMPANY LLC
Accountancy firm EIN	2016-05-31	350905017
2015 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$8,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-05-31	$8,663
Total income from all sources (including contributions)	2015-05-31	$3,999,103
Total of all expenses incurred	2015-05-31	$1,443,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-05-31	$1,299,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-05-31	$1,645,540
Value of total assets at end of year	2015-05-31	$29,311,300
Value of total assets at beginning of year	2015-05-31	$26,756,166
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-05-31	$144,086
Total dividends received (eg from common stock, registered investment company shares)	2015-05-31	$521,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-05-31	$521,182
Administrative expenses professional fees incurred	2015-05-31	$42,719
Was this plan covered by a fidelity bond	2015-05-31	Yes
Value of fidelity bond cover	2015-05-31	$500,000
If this is an individual account plan, was there a blackout period	2015-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-05-31	No
Contributions received from participants	2015-05-31	$299,160
Participant contributions at end of year	2015-05-31	$33,474
Participant contributions at beginning of year	2015-05-31	$12,346
Income. Received or receivable in cash from other sources (including rollovers)	2015-05-31	$9,073
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-05-31	$130,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-05-31	$119,348
Other income not declared elsewhere	2015-05-31	$645
Administrative expenses (other) incurred	2015-05-31	$23,944
Liabilities. Value of operating payables at end of year	2015-05-31	$8,233
Liabilities. Value of operating payables at beginning of year	2015-05-31	$8,663
Total non interest bearing cash at end of year	2015-05-31	$13,086
Total non interest bearing cash at beginning of year	2015-05-31	$45,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-05-31	No
Value of net income/loss	2015-05-31	$2,555,564
Value of net assets at end of year (total assets less liabilities)	2015-05-31	$29,303,067
Value of net assets at beginning of year (total assets less liabilities)	2015-05-31	$26,747,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-05-31	No
Were any leases to which the plan was party in default or uncollectible	2015-05-31	No
Investment advisory and management fees	2015-05-31	$50,771
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-05-31	$27,709,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-05-31	$25,391,280
Value of interest in common/collective trusts at end of year	2015-05-31	$1,291,951
Value of interest in common/collective trusts at beginning of year	2015-05-31	$1,110,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-05-31	$1,809,908
Net investment gain or loss from common/collective trusts	2015-05-31	$21,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-05-31	No
Was there a failure to transmit to the plan any participant contributions	2015-05-31	No
Has the plan failed to provide any benefit when due under the plan	2015-05-31	No
Contributions received in cash from employer	2015-05-31	$1,337,307
Employer contributions (assets) at end of year	2015-05-31	$132,532
Employer contributions (assets) at beginning of year	2015-05-31	$77,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-05-31	$1,299,453
Contract administrator fees	2015-05-31	$26,652
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	2015-05-31	No
Did the plan have assets held for investment	2015-05-31	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	2015-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-05-31	Disclaimer
Accountancy firm name	2015-05-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2015-05-31	350905017
2014 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$8,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-05-31	$12,285
Total income from all sources (including contributions)	2014-05-31	$5,283,709
Total of all expenses incurred	2014-05-31	$1,683,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-05-31	$1,544,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-05-31	$1,600,460
Value of total assets at end of year	2014-05-31	$26,756,166
Value of total assets at beginning of year	2014-05-31	$23,159,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-05-31	$139,587
Total dividends received (eg from common stock, registered investment company shares)	2014-05-31	$459,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-05-31	$459,487
Administrative expenses professional fees incurred	2014-05-31	$47,005
Was this plan covered by a fidelity bond	2014-05-31	Yes
Value of fidelity bond cover	2014-05-31	$500,000
If this is an individual account plan, was there a blackout period	2014-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-05-31	No
Contributions received from participants	2014-05-31	$220,739
Participant contributions at end of year	2014-05-31	$12,346
Participant contributions at beginning of year	2014-05-31	$19,385
Income. Received or receivable in cash from other sources (including rollovers)	2014-05-31	$6,078
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-05-31	$119,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-05-31	$143,994
Administrative expenses (other) incurred	2014-05-31	$26,746
Liabilities. Value of operating payables at end of year	2014-05-31	$8,663
Liabilities. Value of operating payables at beginning of year	2014-05-31	$12,285
Total non interest bearing cash at end of year	2014-05-31	$45,996
Total non interest bearing cash at beginning of year	2014-05-31	$15,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-05-31	No
Value of net income/loss	2014-05-31	$3,599,963
Value of net assets at end of year (total assets less liabilities)	2014-05-31	$26,747,503
Value of net assets at beginning of year (total assets less liabilities)	2014-05-31	$23,147,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-05-31	No
Were any leases to which the plan was party in default or uncollectible	2014-05-31	No
Investment advisory and management fees	2014-05-31	$40,935
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-05-31	$25,391,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-05-31	$21,612,708
Value of interest in common/collective trusts at end of year	2014-05-31	$1,110,121
Value of interest in common/collective trusts at beginning of year	2014-05-31	$1,266,886
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-05-31	$3,238,945
Net investment gain or loss from common/collective trusts	2014-05-31	$-15,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-05-31	No
Was there a failure to transmit to the plan any participant contributions	2014-05-31	No
Has the plan failed to provide any benefit when due under the plan	2014-05-31	No
Contributions received in cash from employer	2014-05-31	$1,373,643
Employer contributions (assets) at end of year	2014-05-31	$77,075
Employer contributions (assets) at beginning of year	2014-05-31	$101,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-05-31	$1,544,159
Contract administrator fees	2014-05-31	$24,901
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	2014-05-31	No
Did the plan have assets held for investment	2014-05-31	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	2014-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-05-31	Disclaimer
Accountancy firm name	2014-05-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2014-05-31	350905017
2013 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$12,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-05-31	$19,389
Total income from all sources (including contributions)	2013-05-31	$5,508,802
Total of all expenses incurred	2013-05-31	$1,655,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-05-31	$1,513,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-05-31	$1,580,316
Value of total assets at end of year	2013-05-31	$23,159,825
Value of total assets at beginning of year	2013-05-31	$19,313,925
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-05-31	$142,728
Total dividends received (eg from common stock, registered investment company shares)	2013-05-31	$342,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-05-31	$342,086
Administrative expenses professional fees incurred	2013-05-31	$59,235
Was this plan covered by a fidelity bond	2013-05-31	Yes
Value of fidelity bond cover	2013-05-31	$500,000
If this is an individual account plan, was there a blackout period	2013-05-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-05-31	No
Contributions received from participants	2013-05-31	$117,086
Participant contributions at end of year	2013-05-31	$19,385
Income. Received or receivable in cash from other sources (including rollovers)	2013-05-31	$6,986
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-05-31	$143,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-05-31	$106,148
Administrative expenses (other) incurred	2013-05-31	$19,550
Liabilities. Value of operating payables at end of year	2013-05-31	$12,285
Liabilities. Value of operating payables at beginning of year	2013-05-31	$19,389
Total non interest bearing cash at end of year	2013-05-31	$15,020
Total non interest bearing cash at beginning of year	2013-05-31	$18,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-05-31	No
Value of net income/loss	2013-05-31	$3,853,004
Value of net assets at end of year (total assets less liabilities)	2013-05-31	$23,147,540
Value of net assets at beginning of year (total assets less liabilities)	2013-05-31	$19,294,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-05-31	No
Were any leases to which the plan was party in default or uncollectible	2013-05-31	No
Investment advisory and management fees	2013-05-31	$40,069
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-05-31	$21,612,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-05-31	$17,806,272
Value of interest in common/collective trusts at end of year	2013-05-31	$1,266,886
Value of interest in common/collective trusts at beginning of year	2013-05-31	$1,277,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-05-31	$3,563,901
Net investment gain or loss from common/collective trusts	2013-05-31	$22,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-05-31	No
Was there a failure to transmit to the plan any participant contributions	2013-05-31	No
Has the plan failed to provide any benefit when due under the plan	2013-05-31	No
Contributions received in cash from employer	2013-05-31	$1,456,244
Employer contributions (assets) at end of year	2013-05-31	$101,832
Employer contributions (assets) at beginning of year	2013-05-31	$105,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-05-31	$1,513,070
Contract administrator fees	2013-05-31	$23,874
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	2013-05-31	No
Did the plan have assets held for investment	2013-05-31	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	2013-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-05-31	Disclaimer
Accountancy firm name	2013-05-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2013-05-31	350905017
2012 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$19,389
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-05-31	$1,900
Total income from all sources (including contributions)	2012-05-31	$610,756
Total of all expenses incurred	2012-05-31	$1,205,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-05-31	$1,023,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-05-31	$1,300,854
Value of total assets at end of year	2012-05-31	$19,313,925
Value of total assets at beginning of year	2012-05-31	$19,891,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-05-31	$182,934
Total dividends received (eg from common stock, registered investment company shares)	2012-05-31	$306,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-05-31	$306,699
Administrative expenses professional fees incurred	2012-05-31	$89,515
Was this plan covered by a fidelity bond	2012-05-31	Yes
Value of fidelity bond cover	2012-05-31	$500,000
If this is an individual account plan, was there a blackout period	2012-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-05-31	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-05-31	$3,666
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-05-31	$106,148
Other income not declared elsewhere	2012-05-31	$9,226
Administrative expenses (other) incurred	2012-05-31	$21,361
Liabilities. Value of operating payables at end of year	2012-05-31	$19,389
Liabilities. Value of operating payables at beginning of year	2012-05-31	$1,900
Total non interest bearing cash at end of year	2012-05-31	$18,276
Total non interest bearing cash at beginning of year	2012-05-31	$118,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-05-31	No
Value of net income/loss	2012-05-31	$-595,193
Value of net assets at end of year (total assets less liabilities)	2012-05-31	$19,294,536
Value of net assets at beginning of year (total assets less liabilities)	2012-05-31	$19,889,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-05-31	No
Were any leases to which the plan was party in default or uncollectible	2012-05-31	No
Investment advisory and management fees	2012-05-31	$48,973
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-05-31	$17,806,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-05-31	$18,327,898
Value of interest in common/collective trusts at end of year	2012-05-31	$1,277,839
Value of interest in common/collective trusts at beginning of year	2012-05-31	$1,321,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-05-31	$-1,032,970
Net investment gain or loss from common/collective trusts	2012-05-31	$26,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-05-31	No
Was there a failure to transmit to the plan any participant contributions	2012-05-31	No
Has the plan failed to provide any benefit when due under the plan	2012-05-31	No
Contributions received in cash from employer	2012-05-31	$1,297,188
Employer contributions (assets) at end of year	2012-05-31	$105,391
Employer contributions (assets) at beginning of year	2012-05-31	$123,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-05-31	$1,023,015
Contract administrator fees	2012-05-31	$23,085
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	2012-05-31	No
Did the plan have assets held for investment	2012-05-31	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	2012-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-05-31	Disclaimer
Accountancy firm name	2012-05-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2012-05-31	350905017
2011 : PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-05-31	$1,900
Total income from all sources (including contributions)	2011-05-31	$5,201,339
Total of all expenses incurred	2011-05-31	$1,066,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-05-31	$965,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-05-31	$1,521,167
Value of total assets at end of year	2011-05-31	$19,891,629
Value of total assets at beginning of year	2011-05-31	$15,755,358
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-05-31	$101,264
Total dividends received (eg from common stock, registered investment company shares)	2011-05-31	$261,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-05-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-05-31	$261,900
Administrative expenses professional fees incurred	2011-05-31	$27,582
Was this plan covered by a fidelity bond	2011-05-31	Yes
Value of fidelity bond cover	2011-05-31	$500,000
If this is an individual account plan, was there a blackout period	2011-05-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-05-31	No
Administrative expenses (other) incurred	2011-05-31	$19,958
Liabilities. Value of operating payables at end of year	2011-05-31	$1,900
Total non interest bearing cash at end of year	2011-05-31	$118,540
Total non interest bearing cash at beginning of year	2011-05-31	$99,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-05-31	No
Value of net income/loss	2011-05-31	$4,134,371
Value of net assets at end of year (total assets less liabilities)	2011-05-31	$19,889,729
Value of net assets at beginning of year (total assets less liabilities)	2011-05-31	$15,755,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-05-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-05-31	No
Were any leases to which the plan was party in default or uncollectible	2011-05-31	No
Investment advisory and management fees	2011-05-31	$38,273
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-05-31	$18,327,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-05-31	$14,174,817
Value of interest in common/collective trusts at end of year	2011-05-31	$1,321,837
Value of interest in common/collective trusts at beginning of year	2011-05-31	$1,358,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-05-31	$3,357,237
Net investment gain or loss from common/collective trusts	2011-05-31	$61,035
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-05-31	No
Was there a failure to transmit to the plan any participant contributions	2011-05-31	No
Has the plan failed to provide any benefit when due under the plan	2011-05-31	No
Contributions received in cash from employer	2011-05-31	$1,521,167
Employer contributions (assets) at end of year	2011-05-31	$123,354
Employer contributions (assets) at beginning of year	2011-05-31	$122,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-05-31	$965,704
Contract administrator fees	2011-05-31	$15,451
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	2011-05-31	No
Did the plan have assets held for investment	2011-05-31	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	2011-05-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-05-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-05-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-05-31	Disclaimer
Accountancy firm name	2011-05-31	WHITINGER & COMPANY, LLC
Accountancy firm EIN	2011-05-31	350905017

Form 5500 Responses for PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN

2016: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01	Type of plan entity	Multi-employer plan
2016-06-01	Plan is a collectively bargained plan	Yes
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01	Type of plan entity	Multi-employer plan
2015-06-01	Plan is a collectively bargained plan	Yes
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01	Type of plan entity	Multi-employer plan
2014-06-01	Plan is a collectively bargained plan	Yes
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01	Type of plan entity	Multi-employer plan
2013-06-01	Plan is a collectively bargained plan	Yes
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01	Type of plan entity	Multi-employer plan
2012-06-01	Plan is a collectively bargained plan	Yes
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01	Type of plan entity	Multi-employer plan
2011-06-01	Plan is a collectively bargained plan	Yes
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2009: PLUMBERS AND STEAMFITTERS LOCAL 166 PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01	Type of plan entity	Multi-employer plan
2009-06-01	This submission is the final filing	No
2009-06-01	Plan is a collectively bargained plan	Yes
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLUMBERS AND STEAMFITTERS LOCAL 166
Employer identification number (EIN):	350585865
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors