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NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 401k Plan overview

Plan NameNECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA
Plan identification number 002

NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

NECA LOCAL 145 I.B.E.W ANNUITY AND PROFI has sponsored the creation of one or more 401k plans.

Company Name:NECA LOCAL 145 I.B.E.W ANNUITY AND PROFI
Employer identification number (EIN):363730534
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-04-01CORY BERGFELD2023-08-22 TIM KOEHLER2023-08-22
0022021-04-01CORY BERGFELD2022-11-28 TIM KOEHLER2022-11-28
0022020-04-01TIM KOEHLER2021-08-17 CORY BERGFELD2021-08-17
0022019-04-01MARK STRANDGARD2020-08-18 JEFF LANUM2020-08-18
0022018-04-01TIM KOEHLER2019-10-09 CORY BERGFELD2019-10-09
0022017-04-01
0022016-04-01
0022015-04-01
0022014-04-01JOE BOSSO MARK STRANDGARD2015-12-02
0022013-04-01JOE BOSSO MARK STRANDGARD2014-08-19

Plan Statistics for NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA

401k plan membership statisitcs for NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA

Measure Date Value
2022: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2022 401k membership
Total participants, beginning-of-year2022-04-011,222
Total number of active participants reported on line 7a of the Form 55002022-04-011,113
Number of retired or separated participants receiving benefits2022-04-0147
Number of other retired or separated participants entitled to future benefits2022-04-0199
Total of all active and inactive participants2022-04-011,259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-014
Total participants2022-04-011,263
Number of participants with account balances2022-04-011,253
Number of employers contributing to the scheme2022-04-0167
2021: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2021 401k membership
Total participants, beginning-of-year2021-04-011,235
Total number of active participants reported on line 7a of the Form 55002021-04-011,066
Number of retired or separated participants receiving benefits2021-04-0146
Number of other retired or separated participants entitled to future benefits2021-04-01110
Total of all active and inactive participants2021-04-011,222
Total participants2021-04-011,222
Number of participants with account balances2021-04-011,214
Number of employers contributing to the scheme2021-04-0162
2020: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2020 401k membership
Total participants, beginning-of-year2020-04-011,230
Total number of active participants reported on line 7a of the Form 55002020-04-011,087
Number of retired or separated participants receiving benefits2020-04-0141
Number of other retired or separated participants entitled to future benefits2020-04-01105
Total of all active and inactive participants2020-04-011,233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-012
Total participants2020-04-011,235
Number of participants with account balances2020-04-011,227
Number of employers contributing to the scheme2020-04-0166
2019: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2019 401k membership
Total participants, beginning-of-year2019-04-011,216
Total number of active participants reported on line 7a of the Form 55002019-04-011,093
Number of retired or separated participants receiving benefits2019-04-0140
Number of other retired or separated participants entitled to future benefits2019-04-0197
Total of all active and inactive participants2019-04-011,230
Total participants2019-04-011,230
Number of participants with account balances2019-04-011,222
Number of employers contributing to the scheme2019-04-0173
2018: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2018 401k membership
Total participants, beginning-of-year2018-04-011,192
Total number of active participants reported on line 7a of the Form 55002018-04-011,082
Number of retired or separated participants receiving benefits2018-04-0131
Number of other retired or separated participants entitled to future benefits2018-04-01103
Total of all active and inactive participants2018-04-011,216
Total participants2018-04-011,216
Number of participants with account balances2018-04-011,208
Number of employers contributing to the scheme2018-04-0166
2017: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2017 401k membership
Total participants, beginning-of-year2017-04-011,157
Total number of active participants reported on line 7a of the Form 55002017-04-011,102
Number of retired or separated participants receiving benefits2017-04-0114
Number of other retired or separated participants entitled to future benefits2017-04-0174
Total of all active and inactive participants2017-04-011,190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-012
Total participants2017-04-011,192
Number of participants with account balances2017-04-011,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
Number of employers contributing to the scheme2017-04-0163
2016: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2016 401k membership
Total participants, beginning-of-year2016-04-011,143
Total number of active participants reported on line 7a of the Form 55002016-04-011,070
Number of retired or separated participants receiving benefits2016-04-0111
Number of other retired or separated participants entitled to future benefits2016-04-0174
Total of all active and inactive participants2016-04-011,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-012
Total participants2016-04-011,157
Number of participants with account balances2016-04-011,150
Number of employers contributing to the scheme2016-04-0162
2015: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2015 401k membership
Total participants, beginning-of-year2015-04-011,074
Total number of active participants reported on line 7a of the Form 55002015-04-011,061
Number of other retired or separated participants entitled to future benefits2015-04-0182
Total of all active and inactive participants2015-04-011,143
Total participants2015-04-011,143
Number of participants with account balances2015-04-011,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
Number of employers contributing to the scheme2015-04-0168
2014: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2014 401k membership
Total participants, beginning-of-year2014-04-011,060
Total number of active participants reported on line 7a of the Form 55002014-04-011,033
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-0141
Total of all active and inactive participants2014-04-011,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-011,074
Number of participants with account balances2014-04-011,074
Number of employers contributing to the scheme2014-04-0173
2013: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2013 401k membership
Total participants, beginning-of-year2013-04-010
Total number of active participants reported on line 7a of the Form 55002013-04-011,017
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-0141
Total of all active and inactive participants2013-04-011,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-012
Total participants2013-04-011,060
Number of participants with account balances2013-04-011,033
Number of employers contributing to the scheme2013-04-0173

Financial Data on NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA

Measure Date Value
2023 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$84,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$88,225
Total income from all sources (including contributions)2023-03-31$2,477,740
Total of all expenses incurred2023-03-31$7,049,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$6,983,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$8,344,311
Value of total assets at end of year2023-03-31$129,217,422
Value of total assets at beginning of year2023-03-31$133,793,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$66,540
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$2,331,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$2,331,760
Administrative expenses professional fees incurred2023-03-31$17,804
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$1,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$1,451
Other income not declared elsewhere2023-03-31$155,857
Administrative expenses (other) incurred2023-03-31$27,418
Liabilities. Value of operating payables at end of year2023-03-31$84,061
Liabilities. Value of operating payables at beginning of year2023-03-31$88,225
Total non interest bearing cash at end of year2023-03-31$551,306
Total non interest bearing cash at beginning of year2023-03-31$119,860
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-4,571,833
Value of net assets at end of year (total assets less liabilities)2023-03-31$129,133,361
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$133,705,194
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$5,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$101,091,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$104,923,293
Value of interest in common/collective trusts at end of year2023-03-31$26,587,197
Value of interest in common/collective trusts at beginning of year2023-03-31$27,863,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-7,562,279
Net investment gain or loss from common/collective trusts2023-03-31$-791,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$8,344,311
Employer contributions (assets) at end of year2023-03-31$978,587
Employer contributions (assets) at beginning of year2023-03-31$880,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$6,983,033
Contract administrator fees2023-03-31$16,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$6,840
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$4,185
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2023-03-31470900880
2022 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$88,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$126,890
Total income from all sources (including contributions)2022-03-31$14,809,520
Total of all expenses incurred2022-03-31$5,693,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$5,623,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$7,729,643
Value of total assets at end of year2022-03-31$133,793,419
Value of total assets at beginning of year2022-03-31$124,715,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$69,148
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$4,624,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$4,624,487
Administrative expenses professional fees incurred2022-03-31$26,076
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$1,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$1,449
Other income not declared elsewhere2022-03-31$164,642
Administrative expenses (other) incurred2022-03-31$22,247
Liabilities. Value of operating payables at end of year2022-03-31$88,225
Liabilities. Value of operating payables at beginning of year2022-03-31$126,890
Total non interest bearing cash at end of year2022-03-31$119,860
Total non interest bearing cash at beginning of year2022-03-31$84,264
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$9,116,498
Value of net assets at end of year (total assets less liabilities)2022-03-31$133,705,194
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$124,588,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$104,923,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$96,513,051
Value of interest in common/collective trusts at end of year2022-03-31$27,863,673
Value of interest in common/collective trusts at beginning of year2022-03-31$27,262,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$1,942,660
Net investment gain or loss from common/collective trusts2022-03-31$348,088
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$7,729,643
Employer contributions (assets) at end of year2022-03-31$880,957
Employer contributions (assets) at beginning of year2022-03-31$850,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$5,623,874
Contract administrator fees2022-03-31$15,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$4,185
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$3,961
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-03-31470900880
2021 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$126,890
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$71,956
Total income from all sources (including contributions)2021-03-31$42,462,836
Total of all expenses incurred2021-03-31$3,980,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,916,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$6,530,530
Value of total assets at end of year2021-03-31$124,715,586
Value of total assets at beginning of year2021-03-31$86,177,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$63,572
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$2,379,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$2,379,125
Administrative expenses professional fees incurred2021-03-31$24,420
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$1,449
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$1,448
Other income not declared elsewhere2021-03-31$110,729
Administrative expenses (other) incurred2021-03-31$18,864
Liabilities. Value of operating payables at end of year2021-03-31$126,890
Liabilities. Value of operating payables at beginning of year2021-03-31$71,956
Total non interest bearing cash at end of year2021-03-31$84,264
Total non interest bearing cash at beginning of year2021-03-31$96,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$38,482,779
Value of net assets at end of year (total assets less liabilities)2021-03-31$124,588,696
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$86,105,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$96,513,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$60,753,378
Value of interest in common/collective trusts at end of year2021-03-31$27,262,585
Value of interest in common/collective trusts at beginning of year2021-03-31$24,654,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$33,055,411
Net investment gain or loss from common/collective trusts2021-03-31$387,041
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$6,530,530
Employer contributions (assets) at end of year2021-03-31$850,276
Employer contributions (assets) at beginning of year2021-03-31$666,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,916,485
Contract administrator fees2021-03-31$15,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$3,961
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$5,350
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-03-31470900880
2020 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$71,956
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$92,741
Total income from all sources (including contributions)2020-03-31$-4,738,006
Total of all expenses incurred2020-03-31$5,848,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$5,785,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$6,046,379
Value of total assets at end of year2020-03-31$86,177,873
Value of total assets at beginning of year2020-03-31$96,784,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$62,082
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$3,365,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$3,365,056
Administrative expenses professional fees incurred2020-03-31$19,563
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$1,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$1,362
Other income not declared elsewhere2020-03-31$107,662
Administrative expenses (other) incurred2020-03-31$22,531
Liabilities. Value of operating payables at end of year2020-03-31$71,956
Liabilities. Value of operating payables at beginning of year2020-03-31$92,741
Total non interest bearing cash at end of year2020-03-31$96,730
Total non interest bearing cash at beginning of year2020-03-31$77,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-10,586,024
Value of net assets at end of year (total assets less liabilities)2020-03-31$86,105,917
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$96,691,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$60,753,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$71,395,196
Value of interest in common/collective trusts at end of year2020-03-31$24,654,814
Value of interest in common/collective trusts at beginning of year2020-03-31$24,635,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-14,802,224
Net investment gain or loss from common/collective trusts2020-03-31$545,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$6,046,379
Employer contributions (assets) at end of year2020-03-31$666,153
Employer contributions (assets) at beginning of year2020-03-31$672,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$5,785,936
Contract administrator fees2020-03-31$14,988
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$5,350
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$3,246
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-03-31470900880
2019 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$92,741
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$76,970
Total income from all sources (including contributions)2019-03-31$6,514,162
Total of all expenses incurred2019-03-31$4,827,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$4,766,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$5,705,666
Value of total assets at end of year2019-03-31$96,784,682
Value of total assets at beginning of year2019-03-31$95,082,716
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$61,759
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$4,128,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$4,128,036
Administrative expenses professional fees incurred2019-03-31$18,789
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$1,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$1,271
Other income not declared elsewhere2019-03-31$128,043
Administrative expenses (other) incurred2019-03-31$23,210
Liabilities. Value of operating payables at end of year2019-03-31$92,741
Liabilities. Value of operating payables at beginning of year2019-03-31$76,970
Total non interest bearing cash at end of year2019-03-31$77,450
Total non interest bearing cash at beginning of year2019-03-31$80,739
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$1,686,195
Value of net assets at end of year (total assets less liabilities)2019-03-31$96,691,941
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$95,005,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$71,395,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$69,757,640
Value of interest in common/collective trusts at end of year2019-03-31$24,635,323
Value of interest in common/collective trusts at beginning of year2019-03-31$24,713,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$-3,898,221
Net investment gain or loss from common/collective trusts2019-03-31$450,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$5,705,666
Employer contributions (assets) at end of year2019-03-31$672,105
Employer contributions (assets) at beginning of year2019-03-31$525,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$4,766,208
Contract administrator fees2019-03-31$14,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$3,246
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$3,480
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-03-31470900880
2018 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$76,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$54,132
Total income from all sources (including contributions)2018-03-31$11,410,852
Total of all expenses incurred2018-03-31$3,851,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$3,799,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$5,111,849
Value of total assets at end of year2018-03-31$95,082,716
Value of total assets at beginning of year2018-03-31$87,501,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$52,744
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$3,801,883
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$3,801,883
Administrative expenses professional fees incurred2018-03-31$18,045
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$1,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$1,239
Other income not declared elsewhere2018-03-31$122,139
Administrative expenses (other) incurred2018-03-31$13,756
Liabilities. Value of operating payables at end of year2018-03-31$76,970
Liabilities. Value of operating payables at beginning of year2018-03-31$54,132
Total non interest bearing cash at end of year2018-03-31$80,739
Total non interest bearing cash at beginning of year2018-03-31$70,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$7,558,853
Value of net assets at end of year (total assets less liabilities)2018-03-31$95,005,746
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$87,446,893
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$69,757,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$63,224,489
Value of interest in common/collective trusts at end of year2018-03-31$24,713,713
Value of interest in common/collective trusts at beginning of year2018-03-31$23,671,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$1,956,585
Net investment gain or loss from common/collective trusts2018-03-31$418,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$5,111,849
Employer contributions (assets) at end of year2018-03-31$525,873
Employer contributions (assets) at beginning of year2018-03-31$529,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$3,799,255
Contract administrator fees2018-03-31$15,943
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$3,480
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$4,063
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-03-31470900880
2017 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$54,132
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$76,991
Total income from all sources (including contributions)2017-03-31$15,004,838
Total of all expenses incurred2017-03-31$2,237,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,184,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$4,771,344
Value of total assets at end of year2017-03-31$87,501,025
Value of total assets at beginning of year2017-03-31$74,756,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$52,699
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$1,914,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$1,914,166
Administrative expenses professional fees incurred2017-03-31$18,713
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$1,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$1,239
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$4,460
Other income not declared elsewhere2017-03-31$93,468
Administrative expenses (other) incurred2017-03-31$13,837
Liabilities. Value of operating payables at end of year2017-03-31$54,132
Liabilities. Value of operating payables at beginning of year2017-03-31$76,991
Total non interest bearing cash at end of year2017-03-31$70,034
Total non interest bearing cash at beginning of year2017-03-31$87,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$12,767,790
Value of net assets at end of year (total assets less liabilities)2017-03-31$87,446,893
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$74,679,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$4,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$63,224,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$54,595,515
Value of interest in common/collective trusts at end of year2017-03-31$23,671,396
Value of interest in common/collective trusts at beginning of year2017-03-31$19,605,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$7,905,117
Net investment gain or loss from common/collective trusts2017-03-31$320,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$4,770,129
Employer contributions (assets) at end of year2017-03-31$529,804
Employer contributions (assets) at beginning of year2017-03-31$463,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,184,349
Contract administrator fees2017-03-31$15,458
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$4,063
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2017-03-31470900880
2016 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$76,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$62,457
Total income from all sources (including contributions)2016-03-31$1,609,410
Total of all expenses incurred2016-03-31$2,029,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,984,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$4,509,342
Value of total assets at end of year2016-03-31$74,756,094
Value of total assets at beginning of year2016-03-31$75,161,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$45,155
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$2,857,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$2,857,042
Administrative expenses professional fees incurred2016-03-31$13,626
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$640
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$4,460
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$4,695
Other income not declared elsewhere2016-03-31$97,074
Administrative expenses (other) incurred2016-03-31$18,125
Liabilities. Value of operating payables at end of year2016-03-31$76,991
Liabilities. Value of operating payables at beginning of year2016-03-31$62,457
Total non interest bearing cash at end of year2016-03-31$87,562
Total non interest bearing cash at beginning of year2016-03-31$87,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-420,207
Value of net assets at end of year (total assets less liabilities)2016-03-31$74,679,103
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$75,099,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$54,595,515
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$56,357,876
Value of interest in common/collective trusts at end of year2016-03-31$19,605,505
Value of interest in common/collective trusts at beginning of year2016-03-31$18,471,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-6,111,021
Net investment gain or loss from common/collective trusts2016-03-31$256,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$4,508,702
Employer contributions (assets) at end of year2016-03-31$463,052
Employer contributions (assets) at beginning of year2016-03-31$241,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$1,984,462
Contract administrator fees2016-03-31$8,404
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31CALIBRE CPA GROUP
Accountancy firm EIN2016-03-31470900880
2015 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$-1,830,843
Total unrealized appreciation/depreciation of assets2015-03-31$-1,830,843
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$62,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$16,115
Total income from all sources (including contributions)2015-03-31$7,215,803
Total loss/gain on sale of assets2015-03-31$372,467
Total of all expenses incurred2015-03-31$2,669,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$2,617,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$3,623,003
Value of total assets at end of year2015-03-31$75,161,767
Value of total assets at beginning of year2015-03-31$70,568,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$51,287
Total interest from all sources2015-03-31$1,295
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$4,768,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$4,768,602
Administrative expenses professional fees incurred2015-03-31$16,985
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$5,000,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$1,188
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$4,695
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$5,300
Other income not declared elsewhere2015-03-31$81,544
Administrative expenses (other) incurred2015-03-31$21,024
Liabilities. Value of operating payables at end of year2015-03-31$62,457
Liabilities. Value of operating payables at beginning of year2015-03-31$16,115
Total non interest bearing cash at end of year2015-03-31$87,055
Total non interest bearing cash at beginning of year2015-03-31$72,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$4,546,796
Value of net assets at end of year (total assets less liabilities)2015-03-31$75,099,310
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$70,552,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$56,357,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$51,684,663
Value of interest in common/collective trusts at end of year2015-03-31$18,471,016
Value of interest in common/collective trusts at beginning of year2015-03-31$18,490,887
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$1,295
Net investment gain or loss from common/collective trusts2015-03-31$199,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$3,621,815
Employer contributions (assets) at end of year2015-03-31$241,125
Employer contributions (assets) at beginning of year2015-03-31$315,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$2,617,720
Contract administrator fees2015-03-31$8,278
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$5,813,957
Aggregate carrying amount (costs) on sale of assets2015-03-31$5,441,490
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2015-03-31421092253
2014 : NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$2,220,102
Total unrealized appreciation/depreciation of assets2014-03-31$2,220,102
Total transfer of assets to this plan2014-03-31$59,207,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$16,115
Total income from all sources (including contributions)2014-03-31$12,895,080
Total loss/gain on sale of assets2014-03-31$4,047,953
Total of all expenses incurred2014-03-31$1,549,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$1,504,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$3,545,619
Value of total assets at end of year2014-03-31$70,568,629
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$45,536
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$2,825,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$2,825,416
Administrative expenses professional fees incurred2014-03-31$14,183
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$5,000,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$75,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$5,300
Other income not declared elsewhere2014-03-31$71,526
Administrative expenses (other) incurred2014-03-31$18,357
Liabilities. Value of operating payables at end of year2014-03-31$16,115
Total non interest bearing cash at end of year2014-03-31$72,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$11,345,314
Value of net assets at end of year (total assets less liabilities)2014-03-31$70,552,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$51,684,663
Value of interest in common/collective trusts at end of year2014-03-31$18,490,887
Net investment gain or loss from common/collective trusts2014-03-31$184,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$3,470,541
Employer contributions (assets) at end of year2014-03-31$315,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$1,504,230
Contract administrator fees2014-03-31$7,996
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$30,199,349
Aggregate carrying amount (costs) on sale of assets2014-03-31$26,151,396
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2014-03-31421092253

Form 5500 Responses for NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA

2022: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: NECA LOCAL 145 IBEW ANNUITY AND PROFIT SHARING PLA 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes

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