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ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 401k Plan overview

Plan NameASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN
Plan identification number 001

ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.

401k Sponsoring company profile

INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75 has sponsored the creation of one or more 401k plans.

Company Name:INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75
Employer identification number (EIN):352150963
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01ANDREW MILLER2022-10-13 RONALD L. GRADELESS2022-10-16
0012020-01-01ANDREW MILLER2021-10-04 RONALD L. GRADELESS2021-10-04
0012019-01-01ANDREW MILLER2020-10-07 RONALD L. GRADELESS2020-10-07
0012018-01-01ANDREW MILLER2019-10-08 DENNIS GRADELESS2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01ANDREW MILLER
0012014-01-01ANDREW MILLER
0012013-01-01KEVIN SWIHART
0012012-01-01KEVIN SWIHART
0012011-01-01KEVIN SWIHART
0012010-01-01KEVIN SWIHART
0012009-01-01PAUL MERKEL

Plan Statistics for ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN

401k plan membership statisitcs for ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN

Measure Date Value
2023: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01418
Total number of active participants reported on line 7a of the Form 55002023-01-01401
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0116
Total of all active and inactive participants2023-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01418
Number of participants with account balances2023-01-01418
Number of employers contributing to the scheme2023-01-0113
2022: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01471
Total number of active participants reported on line 7a of the Form 55002022-01-01401
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01418
Number of participants with account balances2022-01-01418
Number of employers contributing to the scheme2022-01-0113
2021: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01440
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of other retired or separated participants entitled to future benefits2021-01-01351
Total of all active and inactive participants2021-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01471
Number of participants with account balances2021-01-01413
Number of employers contributing to the scheme2021-01-0114
2020: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01470
Total number of active participants reported on line 7a of the Form 55002020-01-0166
Number of other retired or separated participants entitled to future benefits2020-01-01374
Total of all active and inactive participants2020-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01440
Number of participants with account balances2020-01-01405
Number of employers contributing to the scheme2020-01-0114
2019: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01497
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of other retired or separated participants entitled to future benefits2019-01-01389
Total of all active and inactive participants2019-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01470
Number of participants with account balances2019-01-01425
Number of employers contributing to the scheme2019-01-0114
2018: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01430
Total number of active participants reported on line 7a of the Form 55002018-01-01142
Number of other retired or separated participants entitled to future benefits2018-01-01355
Total of all active and inactive participants2018-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01497
Number of participants with account balances2018-01-01450
Number of employers contributing to the scheme2018-01-0114
2017: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01416
Total number of active participants reported on line 7a of the Form 55002017-01-01125
Number of other retired or separated participants entitled to future benefits2017-01-01305
Total of all active and inactive participants2017-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01430
Number of participants with account balances2017-01-01426
Number of employers contributing to the scheme2017-01-0112
2016: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01376
Total number of active participants reported on line 7a of the Form 55002016-01-01146
Number of other retired or separated participants entitled to future benefits2016-01-01263
Total of all active and inactive participants2016-01-01409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01409
Number of participants with account balances2016-01-01409
Number of employers contributing to the scheme2016-01-0114
2015: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01357
Total number of active participants reported on line 7a of the Form 55002015-01-01120
Number of other retired or separated participants entitled to future benefits2015-01-01256
Total of all active and inactive participants2015-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01376
Number of participants with account balances2015-01-01376
Number of employers contributing to the scheme2015-01-0117
2014: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-01102
Number of other retired or separated participants entitled to future benefits2014-01-01255
Total of all active and inactive participants2014-01-01357
Total participants2014-01-01357
Number of participants with account balances2014-01-01357
Number of employers contributing to the scheme2014-01-0113
2013: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01374
Total number of active participants reported on line 7a of the Form 55002013-01-01384
Total of all active and inactive participants2013-01-01384
Total participants2013-01-01384
Number of participants with account balances2013-01-01365
Number of employers contributing to the scheme2013-01-0114
2012: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01378
Total number of active participants reported on line 7a of the Form 55002012-01-01374
Total of all active and inactive participants2012-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01374
Number of participants with account balances2012-01-01361
Number of employers contributing to the scheme2012-01-0114
2011: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01392
Total number of active participants reported on line 7a of the Form 55002011-01-01378
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01378
Number of participants with account balances2011-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0111
2010: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01391
Total number of active participants reported on line 7a of the Form 55002010-01-01392
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01392
Number of participants with account balances2010-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0110
2009: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01339
Total number of active participants reported on line 7a of the Form 55002009-01-01391
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01391
Number of participants with account balances2009-01-01381
Number of employers contributing to the scheme2009-01-0118

Financial Data on ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN

Measure Date Value
2023 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$28,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$28,445
Total income from all sources (including contributions)2023-12-31$0
Value of total assets at end of year2023-12-31$11,189,768
Value of total assets at beginning of year2023-12-31$11,189,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Liabilities. Value of operating payables at end of year2023-12-31$28,445
Liabilities. Value of operating payables at beginning of year2023-12-31$28,445
Total non interest bearing cash at end of year2023-12-31$561,891
Total non interest bearing cash at beginning of year2023-12-31$561,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,161,323
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,161,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,666,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,666,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$881,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$881,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$881,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at end of year2023-12-31$79,485
Employer contributions (assets) at beginning of year2023-12-31$79,485
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2023-12-31205520612
2022 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$28,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,138
Total income from all sources (including contributions)2022-12-31$-445,784
Total loss/gain on sale of assets2022-12-31$38,945
Total of all expenses incurred2022-12-31$1,079,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$948,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,420,726
Value of total assets at end of year2022-12-31$11,189,768
Value of total assets at beginning of year2022-12-31$12,696,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$131,560
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$596,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$596,638
Administrative expenses professional fees incurred2022-12-31$32,602
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$55,602
Liabilities. Value of operating payables at end of year2022-12-31$28,445
Liabilities. Value of operating payables at beginning of year2022-12-31$10,138
Total non interest bearing cash at end of year2022-12-31$561,891
Total non interest bearing cash at beginning of year2022-12-31$533,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,525,416
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,161,323
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,686,739
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$43,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,666,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,376,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$881,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$545,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$545,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,502,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,420,726
Employer contributions (assets) at end of year2022-12-31$79,485
Employer contributions (assets) at beginning of year2022-12-31$242,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$948,072
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,147,515
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,108,570
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2022-12-31205520612
2021 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,001
Total income from all sources (including contributions)2021-12-31$3,316,677
Total loss/gain on sale of assets2021-12-31$274,931
Total of all expenses incurred2021-12-31$1,213,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,097,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,767,216
Value of total assets at end of year2021-12-31$12,696,877
Value of total assets at beginning of year2021-12-31$10,598,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$115,708
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$612,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$612,127
Administrative expenses professional fees incurred2021-12-31$62,389
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$10,404
Liabilities. Value of operating payables at end of year2021-12-31$10,138
Liabilities. Value of operating payables at beginning of year2021-12-31$15,001
Total non interest bearing cash at end of year2021-12-31$533,419
Total non interest bearing cash at beginning of year2021-12-31$5,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,103,427
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,686,739
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,583,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$42,915
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,376,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,042,997
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$545,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$486,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$486,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$662,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,767,216
Employer contributions (assets) at end of year2021-12-31$242,025
Employer contributions (assets) at beginning of year2021-12-31$63,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,097,542
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,494,953
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,220,022
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2021-12-31362152389
2020 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,601
Total income from all sources (including contributions)2020-12-31$2,355,854
Total loss/gain on sale of assets2020-12-31$132,765
Total of all expenses incurred2020-12-31$2,660,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,512,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$939,667
Value of total assets at end of year2020-12-31$10,598,313
Value of total assets at beginning of year2020-12-31$10,904,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$148,019
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$372,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$372,072
Administrative expenses professional fees incurred2020-12-31$77,130
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$20,050
Liabilities. Value of operating payables at end of year2020-12-31$15,001
Liabilities. Value of operating payables at beginning of year2020-12-31$16,601
Total non interest bearing cash at end of year2020-12-31$5,650
Total non interest bearing cash at beginning of year2020-12-31$396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-304,353
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,583,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,887,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,042,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,251,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$486,007
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$571,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$571,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$911,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$939,667
Employer contributions (assets) at end of year2020-12-31$63,659
Employer contributions (assets) at beginning of year2020-12-31$81,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,512,188
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$3,692,494
Aggregate carrying amount (costs) on sale of assets2020-12-31$3,559,729
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2020-12-31362152389
2019 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$20,185
Total income from all sources (including contributions)2019-12-31$3,085,580
Total income from all sources (including contributions)2019-12-31$3,085,580
Total loss/gain on sale of assets2019-12-31$24,614
Total loss/gain on sale of assets2019-12-31$24,614
Total of all expenses incurred2019-12-31$1,126,911
Total of all expenses incurred2019-12-31$1,126,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,008,072
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,008,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,187,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,187,322
Value of total assets at end of year2019-12-31$10,904,266
Value of total assets at end of year2019-12-31$10,904,266
Value of total assets at beginning of year2019-12-31$8,949,181
Value of total assets at beginning of year2019-12-31$8,949,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$118,839
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$462,453
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$462,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$462,453
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$462,453
Administrative expenses professional fees incurred2019-12-31$63,920
Administrative expenses professional fees incurred2019-12-31$63,920
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$4,220
Administrative expenses (other) incurred2019-12-31$4,220
Liabilities. Value of operating payables at end of year2019-12-31$16,601
Liabilities. Value of operating payables at end of year2019-12-31$16,601
Liabilities. Value of operating payables at beginning of year2019-12-31$20,185
Liabilities. Value of operating payables at beginning of year2019-12-31$20,185
Total non interest bearing cash at end of year2019-12-31$396
Total non interest bearing cash at end of year2019-12-31$396
Total non interest bearing cash at beginning of year2019-12-31$88,346
Total non interest bearing cash at beginning of year2019-12-31$88,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,958,669
Value of net income/loss2019-12-31$1,958,669
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,887,665
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,887,665
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,928,996
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,928,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$50,699
Investment advisory and management fees2019-12-31$50,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,251,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,251,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,393,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,393,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$571,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$571,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$383,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$383,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$383,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$383,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,411,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,411,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,187,322
Contributions received in cash from employer2019-12-31$1,187,322
Employer contributions (assets) at end of year2019-12-31$81,091
Employer contributions (assets) at end of year2019-12-31$81,091
Employer contributions (assets) at beginning of year2019-12-31$84,671
Employer contributions (assets) at beginning of year2019-12-31$84,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,008,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,008,072
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$1,577,859
Aggregate proceeds on sale of assets2019-12-31$1,577,859
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,553,245
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,553,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BANSLEY & KIENER, LLP
Accountancy firm name2019-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2019-12-31362152389
Accountancy firm EIN2019-12-31362152389
2018 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$20,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,119
Total income from all sources (including contributions)2018-12-31$811,289
Total loss/gain on sale of assets2018-12-31$3,731
Total of all expenses incurred2018-12-31$668,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$566,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,249,739
Value of total assets at end of year2018-12-31$8,949,181
Value of total assets at beginning of year2018-12-31$8,815,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$101,894
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$425,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$425,398
Administrative expenses professional fees incurred2018-12-31$46,636
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$9,827
Liabilities. Value of operating payables at end of year2018-12-31$20,185
Liabilities. Value of operating payables at beginning of year2018-12-31$29,119
Total non interest bearing cash at end of year2018-12-31$88,346
Total non interest bearing cash at beginning of year2018-12-31$160,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$143,089
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,928,996
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,785,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$45,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,393,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,234,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$383,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$312,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$312,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-867,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,249,739
Employer contributions (assets) at end of year2018-12-31$84,671
Employer contributions (assets) at beginning of year2018-12-31$107,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$566,306
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,250,598
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,246,867
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2018-12-31362152389
2017 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$25,637
Total income from all sources (including contributions)2017-12-31$1,892,478
Total loss/gain on sale of assets2017-12-31$172,726
Total of all expenses incurred2017-12-31$389,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$284,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,277,008
Value of total assets at end of year2017-12-31$8,815,026
Value of total assets at beginning of year2017-12-31$7,308,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$105,331
Total interest from all sources2017-12-31$14,123
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$327,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$321,433
Administrative expenses professional fees incurred2017-12-31$45,931
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,269,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,614
Administrative expenses (other) incurred2017-12-31$7,701
Liabilities. Value of operating payables at end of year2017-12-31$29,119
Liabilities. Value of operating payables at beginning of year2017-12-31$25,637
Total non interest bearing cash at end of year2017-12-31$160,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,502,999
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,785,907
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,282,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$51,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,234,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,736,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$312,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$709,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$709,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$14,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$101,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,277,008
Employer contributions (assets) at end of year2017-12-31$107,386
Employer contributions (assets) at beginning of year2017-12-31$126,559
Income. Dividends from common stock2017-12-31$5,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$284,148
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$461,461
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$478,590
Aggregate carrying amount (costs) on sale of assets2017-12-31$305,864
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2017-12-31362152389
2016 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$72,409
Total unrealized appreciation/depreciation of assets2016-12-31$72,409
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$25,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,085
Total income from all sources (including contributions)2016-12-31$1,449,665
Total loss/gain on sale of assets2016-12-31$53,336
Total of all expenses incurred2016-12-31$264,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$188,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,081,836
Value of total assets at end of year2016-12-31$7,308,545
Value of total assets at beginning of year2016-12-31$6,132,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$76,610
Total interest from all sources2016-12-31$2,018
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$96,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$84,870
Administrative expenses professional fees incurred2016-12-31$34,656
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$450,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,269,987
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$672,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,614
Other income not declared elsewhere2016-12-31$13,117
Administrative expenses (other) incurred2016-12-31$6,251
Liabilities. Value of operating payables at end of year2016-12-31$25,637
Liabilities. Value of operating payables at beginning of year2016-12-31$34,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,184,718
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,282,908
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,098,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$35,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,736,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,614,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$709,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$388,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$388,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$130,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,081,836
Employer contributions (assets) at end of year2016-12-31$126,559
Employer contributions (assets) at beginning of year2016-12-31$62,794
Income. Dividends from common stock2016-12-31$11,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$188,337
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$461,461
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$394,281
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,009,437
Aggregate carrying amount (costs) on sale of assets2016-12-31$956,101
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BANSLEY & KIENER, LLP
Accountancy firm EIN2016-12-31362152389
2015 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-125,103
Total unrealized appreciation/depreciation of assets2015-12-31$-125,103
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$34,085
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,729
Total income from all sources (including contributions)2015-12-31$891,487
Total loss/gain on sale of assets2015-12-31$124,346
Total of all expenses incurred2015-12-31$409,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$324,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$832,993
Value of total assets at end of year2015-12-31$6,132,275
Value of total assets at beginning of year2015-12-31$5,641,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$85,289
Total interest from all sources2015-12-31$2,270
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$94,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$84,275
Administrative expenses professional fees incurred2015-12-31$36,654
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$450,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$672,284
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$522,325
Other income not declared elsewhere2015-12-31$11,374
Administrative expenses (other) incurred2015-12-31$8,796
Liabilities. Value of operating payables at end of year2015-12-31$34,085
Liabilities. Value of operating payables at beginning of year2015-12-31$24,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$481,730
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,098,190
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,616,460
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$39,839
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,614,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,143,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$388,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$474,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$474,576
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,270
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-49,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$832,993
Employer contributions (assets) at end of year2015-12-31$62,794
Employer contributions (assets) at beginning of year2015-12-31$88,816
Income. Dividends from common stock2015-12-31$10,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$324,468
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$394,281
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$412,189
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$266,965
Aggregate carrying amount (costs) on sale of assets2015-12-31$142,619
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2015-12-31362152389
2014 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$70,832
Total unrealized appreciation/depreciation of assets2014-12-31$70,832
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,210
Total income from all sources (including contributions)2014-12-31$886,891
Total loss/gain on sale of assets2014-12-31$21,617
Total of all expenses incurred2014-12-31$300,547
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$216,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$627,131
Value of total assets at end of year2014-12-31$5,641,189
Value of total assets at beginning of year2014-12-31$5,035,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$83,577
Total interest from all sources2014-12-31$3,977
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$71,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$62,426
Administrative expenses professional fees incurred2014-12-31$28,271
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$450,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$627,131
Amount contributed by the employer to the plan for this plan year2014-12-31$627,131
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$522,325
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$491,256
Other income not declared elsewhere2014-12-31$8,333
Administrative expenses (other) incurred2014-12-31$5,950
Liabilities. Value of operating payables at end of year2014-12-31$24,729
Liabilities. Value of operating payables at beginning of year2014-12-31$5,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$586,344
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,616,460
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,030,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$49,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,143,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,801,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$474,576
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$211,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$211,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,977
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$98,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$83,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$627,131
Employer contributions (assets) at end of year2014-12-31$88,816
Employer contributions (assets) at beginning of year2014-12-31$45,779
Income. Dividends from common stock2014-12-31$9,476
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$216,970
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$412,189
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$386,482
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$230,221
Aggregate carrying amount (costs) on sale of assets2014-12-31$208,604
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2014-12-31362152389
2013 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$150,336
Total unrealized appreciation/depreciation of assets2013-12-31$150,336
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,098
Total income from all sources (including contributions)2013-12-31$1,106,238
Total loss/gain on sale of assets2013-12-31$67,094
Total of all expenses incurred2013-12-31$264,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$187,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$605,548
Value of total assets at end of year2013-12-31$5,035,326
Value of total assets at beginning of year2013-12-31$4,205,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$77,593
Total interest from all sources2013-12-31$446
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$65,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$57,116
Administrative expenses professional fees incurred2013-12-31$21,708
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$450,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$605,548
Amount contributed by the employer to the plan for this plan year2013-12-31$605,548
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$491,256
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$312,580
Other income not declared elsewhere2013-12-31$8,812
Administrative expenses (other) incurred2013-12-31$12,485
Liabilities. Value of operating payables at end of year2013-12-31$5,210
Liabilities. Value of operating payables at beginning of year2013-12-31$17,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$841,532
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,030,116
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,188,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$43,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,801,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,308,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$211,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$168,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$168,785
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$446
Asset value of US Government securities at end of year2013-12-31$98,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$208,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$605,548
Employer contributions (assets) at end of year2013-12-31$45,779
Employer contributions (assets) at beginning of year2013-12-31$38,075
Income. Dividends from common stock2013-12-31$8,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$187,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$386,482
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$377,479
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$270,272
Aggregate carrying amount (costs) on sale of assets2013-12-31$203,178
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2013-12-31362152389
2012 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$53,478
Total unrealized appreciation/depreciation of assets2012-12-31$53,478
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$21,827
Total income from all sources (including contributions)2012-12-31$771,184
Total loss/gain on sale of assets2012-12-31$25,073
Total of all expenses incurred2012-12-31$277,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$186,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$398,422
Value of total assets at end of year2012-12-31$4,205,682
Value of total assets at beginning of year2012-12-31$3,717,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$91,185
Total interest from all sources2012-12-31$619
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$77,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$66,510
Administrative expenses professional fees incurred2012-12-31$34,919
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$398,422
Amount contributed by the employer to the plan for this plan year2012-12-31$398,422
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$312,580
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$283,735
Other income not declared elsewhere2012-12-31$5,861
Administrative expenses (other) incurred2012-12-31$13,096
Liabilities. Value of operating payables at end of year2012-12-31$17,098
Liabilities. Value of operating payables at beginning of year2012-12-31$21,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$493,404
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,188,584
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,695,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$43,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,308,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,743,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$168,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$248,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$248,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$210,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$398,422
Employer contributions (assets) at end of year2012-12-31$38,075
Employer contributions (assets) at beginning of year2012-12-31$17,659
Income. Dividends from common stock2012-12-31$11,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$186,595
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$377,479
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$423,731
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$384,010
Aggregate carrying amount (costs) on sale of assets2012-12-31$358,937
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2012-12-31362152389
2011 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,030
Total unrealized appreciation/depreciation of assets2011-12-31$-1,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$21,827
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,512
Total income from all sources (including contributions)2011-12-31$420,846
Total loss/gain on sale of assets2011-12-31$-1,317
Total of all expenses incurred2011-12-31$166,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$94,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$372,834
Value of total assets at end of year2011-12-31$3,717,007
Value of total assets at beginning of year2011-12-31$3,456,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,507
Total interest from all sources2011-12-31$1,906
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$76,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$61,813
Administrative expenses professional fees incurred2011-12-31$21,644
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$372,834
Amount contributed by the employer to the plan for this plan year2011-12-31$372,834
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$11,195
Liabilities. Value of operating payables at end of year2011-12-31$21,827
Liabilities. Value of operating payables at beginning of year2011-12-31$15,512
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$253,983
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,695,180
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,441,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$39,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,743,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,401,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$248,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$394,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$394,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-27,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$372,834
Employer contributions (assets) at end of year2011-12-31$17,659
Employer contributions (assets) at beginning of year2011-12-31$39,805
Income. Dividends from common stock2011-12-31$14,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$94,356
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$707,466
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$620,351
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$66,074
Aggregate carrying amount (costs) on sale of assets2011-12-31$67,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2011-12-31362152389
2010 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$73,194
Total unrealized appreciation/depreciation of assets2010-12-31$73,194
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,512
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,202
Total income from all sources (including contributions)2010-12-31$775,181
Total loss/gain on sale of assets2010-12-31$-3,402
Total of all expenses incurred2010-12-31$103,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$458,454
Value of total assets at end of year2010-12-31$3,456,709
Value of total assets at beginning of year2010-12-31$2,778,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$54,736
Total interest from all sources2010-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$92,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$81,815
Administrative expenses professional fees incurred2010-12-31$10,327
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$458,454
Amount contributed by the employer to the plan for this plan year2010-12-31$458,454
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$11,003
Liabilities. Value of operating payables at end of year2010-12-31$15,512
Liabilities. Value of operating payables at beginning of year2010-12-31$9,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$671,639
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,441,197
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,769,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$33,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,401,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,005,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$394,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$159,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$159,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$154,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$458,454
Employer contributions (assets) at end of year2010-12-31$39,805
Employer contributions (assets) at beginning of year2010-12-31$45,411
Income. Dividends from common stock2010-12-31$10,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,806
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$620,351
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$568,508
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$71,449
Aggregate carrying amount (costs) on sale of assets2010-12-31$74,851
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2010-12-31362152389
2009 : ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$821,953
Amount contributed by the employer to the plan for this plan year2009-12-31$821,953

Form 5500 Responses for ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN

2023: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ASBESTOS WORKERS LOCAL 75 MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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