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CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 401k Plan overview

Plan NameCENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN
Plan identification number 003

CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLAN
Employer identification number (EIN):366066902
NAIC Classification:238300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01CHARLES FOLLETT JOHN RAINES2018-10-26
0032016-01-01MARSHALL LINN JOHN RAINES2017-11-17
0032015-01-01MARSHALL LINN JOHN RAINES2016-10-17
0032014-01-01MARSHALL LINN JOHN RAINES2015-10-15
0032013-01-01MARSHALL LINN JOHN RAINES2014-10-15
0032012-01-01MARSHALL LINN JOHN RAINES2013-10-15
0032011-01-01MARSHALL LINN JOHN RAINES2012-10-15
0032009-01-01MARSHALL LINN JAMES MOORE2010-10-14

Plan Statistics for CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN

401k plan membership statisitcs for CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN

Measure Date Value
2023: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,203
Total number of active participants reported on line 7a of the Form 55002023-01-01811
Number of retired or separated participants receiving benefits2023-01-0128
Number of other retired or separated participants entitled to future benefits2023-01-011,358
Total of all active and inactive participants2023-01-012,197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-017
Total participants2023-01-012,204
Number of participants with account balances2023-01-012,204
Number of employers contributing to the scheme2023-01-0152
2022: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,385
Total number of active participants reported on line 7a of the Form 55002022-01-011,134
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-011,035
Total of all active and inactive participants2022-01-012,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,196
Number of participants with account balances2022-01-012,183
Number of employers contributing to the scheme2022-01-0165
2021: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,684
Total number of active participants reported on line 7a of the Form 55002021-01-011,984
Number of retired or separated participants receiving benefits2021-01-0121
Number of other retired or separated participants entitled to future benefits2021-01-01315
Total of all active and inactive participants2021-01-012,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-017
Total participants2021-01-012,327
Number of participants with account balances2021-01-012,294
Number of employers contributing to the scheme2021-01-0162
2020: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,736
Total number of active participants reported on line 7a of the Form 55002020-01-012,632
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-012,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-012,684
Number of participants with account balances2020-01-012,567
Number of employers contributing to the scheme2020-01-0149
2019: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,648
Total number of active participants reported on line 7a of the Form 55002019-01-012,629
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0115
Total of all active and inactive participants2019-01-012,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-012,660
Number of participants with account balances2019-01-012,592
Number of employers contributing to the scheme2019-01-0156
2018: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,303
Total number of active participants reported on line 7a of the Form 55002018-01-011,048
Number of retired or separated participants receiving benefits2018-01-0144
Number of other retired or separated participants entitled to future benefits2018-01-011,556
Total of all active and inactive participants2018-01-012,648
Total participants2018-01-012,648
Number of participants with account balances2018-01-012,648
Number of employers contributing to the scheme2018-01-0177
2017: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,604
Total number of active participants reported on line 7a of the Form 55002017-01-011,303
Total of all active and inactive participants2017-01-011,303
Total participants2017-01-011,303
Number of participants with account balances2017-01-012,717
Number of employers contributing to the scheme2017-01-0170
2016: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,080
Total number of active participants reported on line 7a of the Form 55002016-01-011,456
Total of all active and inactive participants2016-01-011,456
Total participants2016-01-011,456
Number of participants with account balances2016-01-012,604
Number of employers contributing to the scheme2016-01-0158
2015: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,217
Total number of active participants reported on line 7a of the Form 55002015-01-011,056
Total of all active and inactive participants2015-01-011,056
Total participants2015-01-011,056
Number of participants with account balances2015-01-012,080
Number of employers contributing to the scheme2015-01-0140
2014: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,914
Total number of active participants reported on line 7a of the Form 55002014-01-011,060
Total of all active and inactive participants2014-01-011,060
Total participants2014-01-011,060
Number of participants with account balances2014-01-011,217
Number of employers contributing to the scheme2014-01-0156
2013: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01788
Total number of active participants reported on line 7a of the Form 55002013-01-011,914
Total of all active and inactive participants2013-01-011,914
Total participants2013-01-011,914
Number of participants with account balances2013-01-017
Number of employers contributing to the scheme2013-01-0170
2012: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,316
Total number of active participants reported on line 7a of the Form 55002012-01-01788
Total of all active and inactive participants2012-01-01788
Total participants2012-01-01788
Number of participants with account balances2012-01-01788
Number of employers contributing to the scheme2012-01-0161
2011: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,428
Total number of active participants reported on line 7a of the Form 55002011-01-012,316
Total of all active and inactive participants2011-01-012,316
Total participants2011-01-012,316
Number of participants with account balances2011-01-012,316
Number of employers contributing to the scheme2011-01-0168
2009: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,572
Total number of active participants reported on line 7a of the Form 55002009-01-012,504
Total of all active and inactive participants2009-01-012,504
Total participants2009-01-012,504
Number of participants with account balances2009-01-012,504
Number of employers contributing to the scheme2009-01-0161

Financial Data on CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN

Measure Date Value
2023 : CENTRAL IOWA CARPENTERS 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$69,396
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$233,327
Total income from all sources (including contributions)2023-12-31$16,288,933
Total of all expenses incurred2023-12-31$7,424,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$7,037,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,964,388
Value of total assets at end of year2023-12-31$124,918,315
Value of total assets at beginning of year2023-12-31$116,217,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$386,439
Total interest from all sources2023-12-31$87
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,021,794
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,021,794
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$164,523
Other income not declared elsewhere2023-12-31$254
Administrative expenses (other) incurred2023-12-31$29,904
Liabilities. Value of operating payables at end of year2023-12-31$68,553
Liabilities. Value of operating payables at beginning of year2023-12-31$68,804
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 income/loss2023-12-31$8,864,863
Value of net assets at end of year (total assets less liabilities)2023-12-31$124,848,919
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$115,984,056
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
Investment advisory and management fees2023-12-31$149,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$27,381,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$26,711,053
Value of interest in common/collective trusts at end of year2023-12-31$95,846,634
Value of interest in common/collective trusts at beginning of year2023-12-31$88,289,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$967,372
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$692,072
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$692,072
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$626,496
Net investment gain or loss from common/collective trusts2023-12-31$7,675,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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
Contributions received in cash from employer2023-12-31$6,964,388
Employer contributions (assets) at end of year2023-12-31$721,473
Employer contributions (assets) at beginning of year2023-12-31$524,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$7,037,631
Contract administrator fees2023-12-31$108,247
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$843
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$800
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 name2023-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2023-12-31470836395
2022 : CENTRAL IOWA CARPENTERS 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$233,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$241,269
Total income from all sources (including contributions)2022-12-31$-5,461,686
Total of all expenses incurred2022-12-31$6,802,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,387,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,575,131
Value of total assets at end of year2022-12-31$116,217,383
Value of total assets at beginning of year2022-12-31$128,489,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$414,866
Total interest from all sources2022-12-31$23
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$771,508
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$771,508
Administrative expenses professional fees incurred2022-12-31$60,922
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$164,523
Other income not declared elsewhere2022-12-31$696
Administrative expenses (other) incurred2022-12-31$54,763
Liabilities. Value of operating payables at end of year2022-12-31$68,804
Liabilities. Value of operating payables at beginning of year2022-12-31$76,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,264,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$115,984,056
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$128,248,087
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$188,999
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,711,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,691,976
Value of interest in common/collective trusts at end of year2022-12-31$88,289,191
Value of interest in common/collective trusts at beginning of year2022-12-31$94,817,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$692,072
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$379,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$379,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,408,228
Net investment gain or loss from common/collective trusts2022-12-31$-6,400,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$5,575,131
Employer contributions (assets) at end of year2022-12-31$524,267
Employer contributions (assets) at beginning of year2022-12-31$575,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,387,479
Contract administrator fees2022-12-31$110,182
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$800
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$23,963
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2022-12-31470836395
2021 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$241,269
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$264,506
Total income from all sources (including contributions)2021-12-31$17,094,624
Total of all expenses incurred2021-12-31$7,996,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,548,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,791,854
Value of total assets at end of year2021-12-31$128,489,356
Value of total assets at beginning of year2021-12-31$119,414,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$448,254
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$965,629
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$965,629
Administrative expenses professional fees incurred2021-12-31$100,440
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$4,791,854
Amount contributed by the employer to the plan for this plan year2021-12-31$4,791,854
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$164,523
Administrative expenses (other) incurred2021-12-31$49,595
Liabilities. Value of operating payables at end of year2021-12-31$76,746
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$9,097,747
Value of net assets at end of year (total assets less liabilities)2021-12-31$128,248,087
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$119,150,340
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$183,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,691,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,542,934
Value of interest in common/collective trusts at end of year2021-12-31$94,817,898
Value of interest in common/collective trusts at beginning of year2021-12-31$82,041,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$379,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$435,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$435,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-1,557,001
Net investment gain or loss from common/collective trusts2021-12-31$12,894,142
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$4,791,854
Employer contributions (assets) at end of year2021-12-31$575,654
Employer contributions (assets) at beginning of year2021-12-31$395,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,548,623
Contract administrator fees2021-12-31$115,018
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$99,983
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$23,963
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEBOER & ASSOCIATES, PC
Accountancy firm EIN2021-12-31470836395
2020 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,437,015
Total unrealized appreciation/depreciation of assets2020-12-31$7,437,015
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$264,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$199,631
Expenses. Interest paid2020-12-31$15
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$15
Total income from all sources (including contributions)2020-12-31$14,673,083
Total loss/gain on sale of assets2020-12-31$222,895
Total of all expenses incurred2020-12-31$6,194,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,668,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,936,386
Value of total assets at end of year2020-12-31$119,414,846
Value of total assets at beginning of year2020-12-31$110,871,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$525,939
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,076,787
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$2,076,787
Administrative expenses professional fees incurred2020-12-31$99,808
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$4,936,386
Amount contributed by the employer to the plan for this plan year2020-12-31$4,936,386
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$30,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$164,523
Administrative expenses (other) incurred2020-12-31$65,921
Liabilities. Value of operating payables at end of year2020-12-31$99,983
Liabilities. Value of operating payables at beginning of year2020-12-31$35,108
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$8,478,928
Value of net assets at end of year (total assets less liabilities)2020-12-31$119,150,340
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$110,671,412
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$235,672
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,542,934
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$34,220,686
Value of interest in common/collective trusts at end of year2020-12-31$82,041,395
Value of interest in common/collective trusts at beginning of year2020-12-31$75,331,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$435,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$870,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$870,969
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$4,936,386
Employer contributions (assets) at end of year2020-12-31$395,414
Employer contributions (assets) at beginning of year2020-12-31$418,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,668,201
Contract administrator fees2020-12-31$124,538
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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$37,737,717
Aggregate carrying amount (costs) on sale of assets2020-12-31$37,514,822
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LWBJ, LLP
Accountancy firm EIN2020-12-31421462849
2019 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$9,559,090
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$9,559,090
Total unrealized appreciation/depreciation of assets2019-12-31$9,559,090
Total unrealized appreciation/depreciation of assets2019-12-31$9,559,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$199,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$219,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$219,110
Total income from all sources (including contributions)2019-12-31$16,907,678
Total income from all sources (including contributions)2019-12-31$16,907,678
Total loss/gain on sale of assets2019-12-31$603,700
Total loss/gain on sale of assets2019-12-31$603,700
Total of all expenses incurred2019-12-31$5,837,684
Total of all expenses incurred2019-12-31$5,837,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,385,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,385,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,692,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,692,171
Value of total assets at end of year2019-12-31$110,871,043
Value of total assets at end of year2019-12-31$110,871,043
Value of total assets at beginning of year2019-12-31$99,820,528
Value of total assets at beginning of year2019-12-31$99,820,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$452,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$452,248
Total interest from all sources2019-12-31$18
Total interest from all sources2019-12-31$18
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,965,870
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,965,870
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$1,965,870
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,965,870
Administrative expenses professional fees incurred2019-12-31$83,901
Administrative expenses professional fees incurred2019-12-31$83,901
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$4,692,171
Amount contributed by the employer to the plan for this plan year2019-12-31$4,692,171
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$30,204
Assets. Other investments not covered elsewhere at end of year2019-12-31$30,204
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$93,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$93,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$164,523
Other income not declared elsewhere2019-12-31$86,829
Other income not declared elsewhere2019-12-31$86,829
Administrative expenses (other) incurred2019-12-31$45,989
Administrative expenses (other) incurred2019-12-31$45,989
Liabilities. Value of operating payables at end of year2019-12-31$35,108
Liabilities. Value of operating payables at end of year2019-12-31$35,108
Liabilities. Value of operating payables at beginning of year2019-12-31$54,587
Liabilities. Value of operating payables at beginning of year2019-12-31$54,587
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$11,069,994
Value of net income/loss2019-12-31$11,069,994
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,671,412
Value of net assets at end of year (total assets less liabilities)2019-12-31$110,671,412
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,601,418
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$99,601,418
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$242,871
Investment advisory and management fees2019-12-31$242,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,220,686
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$34,220,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,675,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$30,675,478
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$75,331,128
Value of interest in common/collective trusts at end of year2019-12-31$75,331,128
Value of interest in common/collective trusts at beginning of year2019-12-31$67,001,696
Value of interest in common/collective trusts at beginning of year2019-12-31$67,001,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$870,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$870,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,701,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,701,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,701,273
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,701,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$18
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$4,692,171
Contributions received in cash from employer2019-12-31$4,692,171
Employer contributions (assets) at end of year2019-12-31$418,056
Employer contributions (assets) at end of year2019-12-31$418,056
Employer contributions (assets) at beginning of year2019-12-31$348,984
Employer contributions (assets) at beginning of year2019-12-31$348,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,385,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,385,436
Contract administrator fees2019-12-31$79,487
Contract administrator fees2019-12-31$79,487
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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$2,445,097
Aggregate proceeds on sale of assets2019-12-31$2,445,097
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,841,397
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,841,397
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LWBJ, LLP
Accountancy firm name2019-12-31LWBJ, LLP
Accountancy firm EIN2019-12-31421462849
Accountancy firm EIN2019-12-31421462849
2018 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,349,627
Total unrealized appreciation/depreciation of assets2018-12-31$-4,349,627
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$219,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$226,623
Total income from all sources (including contributions)2018-12-31$4,871,458
Total loss/gain on sale of assets2018-12-31$3,325,129
Total of all expenses incurred2018-12-31$3,940,517
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,483,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,242,845
Value of total assets at end of year2018-12-31$99,820,528
Value of total assets at beginning of year2018-12-31$98,897,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$456,777
Total interest from all sources2018-12-31$255,173
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,397,938
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$1,397,938
Administrative expenses professional fees incurred2018-12-31$83,977
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$4,242,845
Amount contributed by the employer to the plan for this plan year2018-12-31$4,242,845
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,068,785
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$93,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$159,627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$164,523
Administrative expenses (other) incurred2018-12-31$46,032
Liabilities. Value of operating payables at end of year2018-12-31$54,587
Liabilities. Value of operating payables at beginning of year2018-12-31$62,100
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$930,941
Value of net assets at end of year (total assets less liabilities)2018-12-31$99,601,418
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$98,670,477
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$254,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$30,675,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$23,406
Income. Interest from US Government securities2018-12-31$67,136
Income. Interest from corporate debt instruments2018-12-31$144,966
Value of interest in common/collective trusts at end of year2018-12-31$67,001,696
Value of interest in common/collective trusts at beginning of year2018-12-31$72,089,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,701,273
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,747,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,747,089
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$19,665
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$9,902,907
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$4,242,845
Employer contributions (assets) at end of year2018-12-31$348,984
Employer contributions (assets) at beginning of year2018-12-31$316,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,483,740
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$12,612,842
Contract administrator fees2018-12-31$72,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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$61,771,570
Aggregate carrying amount (costs) on sale of assets2018-12-31$58,446,441
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 name2018-12-31LWBJ, LLP
Accountancy firm EIN2018-12-31421462849
2017 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,483,764
Total unrealized appreciation/depreciation of assets2017-12-31$2,483,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$226,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$250,254
Total income from all sources (including contributions)2017-12-31$10,834,023
Total loss/gain on sale of assets2017-12-31$3,811,181
Total of all expenses incurred2017-12-31$3,985,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,554,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,349,146
Value of total assets at end of year2017-12-31$98,897,100
Value of total assets at beginning of year2017-12-31$92,072,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$431,091
Total interest from all sources2017-12-31$585,498
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$604,434
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$604,434
Administrative expenses professional fees incurred2017-12-31$83,193
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$3,349,146
Amount contributed by the employer to the plan for this plan year2017-12-31$3,349,146
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,068,785
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,403,856
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$159,627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$161,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$164,523
Administrative expenses (other) incurred2017-12-31$47,048
Liabilities. Value of operating payables at end of year2017-12-31$62,100
Liabilities. Value of operating payables at beginning of year2017-12-31$85,731
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$6,848,505
Value of net assets at end of year (total assets less liabilities)2017-12-31$98,670,477
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$91,821,972
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$288,850
Interest earned on other investments2017-12-31$85,941
Income. Interest from US Government securities2017-12-31$125,614
Income. Interest from corporate debt instruments2017-12-31$368,541
Value of interest in common/collective trusts at end of year2017-12-31$72,089,833
Value of interest in common/collective trusts at beginning of year2017-12-31$68,569,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,747,089
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,284,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,284,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,402
Asset value of US Government securities at end of year2017-12-31$9,902,907
Asset value of US Government securities at beginning of year2017-12-31$8,191,537
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$3,349,146
Employer contributions (assets) at end of year2017-12-31$316,017
Employer contributions (assets) at beginning of year2017-12-31$416,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,554,427
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$12,612,842
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$11,044,335
Contract administrator fees2017-12-31$12,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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$16,559,666
Aggregate carrying amount (costs) on sale of assets2017-12-31$12,748,485
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 name2017-12-31LWBJ, LLP
Accountancy firm EIN2017-12-31421462849
2016 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,272,708
Total unrealized appreciation/depreciation of assets2016-12-31$3,272,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$250,254
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$220,549
Total income from all sources (including contributions)2016-12-31$8,759,800
Total loss/gain on sale of assets2016-12-31$899,758
Total of all expenses incurred2016-12-31$6,217,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,898,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,258,094
Value of total assets at end of year2016-12-31$92,072,226
Value of total assets at beginning of year2016-12-31$89,500,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$319,167
Total interest from all sources2016-12-31$810,386
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$518,854
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$518,854
Administrative expenses professional fees incurred2016-12-31$68,900
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$3,258,094
Amount contributed by the employer to the plan for this plan year2016-12-31$3,258,094
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,403,856
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,438,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$161,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$246,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$164,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$152,636
Administrative expenses (other) incurred2016-12-31$43,449
Liabilities. Value of operating payables at end of year2016-12-31$85,731
Liabilities. Value of operating payables at beginning of year2016-12-31$67,913
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$2,542,034
Value of net assets at end of year (total assets less liabilities)2016-12-31$91,821,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$89,279,938
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$194,727
Interest earned on other investments2016-12-31$128,523
Income. Interest from US Government securities2016-12-31$136,563
Income. Interest from corporate debt instruments2016-12-31$541,112
Value of interest in common/collective trusts at end of year2016-12-31$68,569,740
Value of interest in common/collective trusts at beginning of year2016-12-31$56,382,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,284,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,996,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,996,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,188
Asset value of US Government securities at end of year2016-12-31$8,191,537
Asset value of US Government securities at beginning of year2016-12-31$11,426,717
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$3,258,094
Employer contributions (assets) at end of year2016-12-31$416,381
Employer contributions (assets) at beginning of year2016-12-31$211,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,898,599
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$11,044,335
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$15,798,894
Contract administrator fees2016-12-31$12,091
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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$36,975,143
Aggregate carrying amount (costs) on sale of assets2016-12-31$36,075,385
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LWBJ, LLP
Accountancy firm EIN2016-12-31421462849
2015 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-272,707
Total unrealized appreciation/depreciation of assets2015-12-31$-272,707
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$220,549
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$38,967
Total income from all sources (including contributions)2015-12-31$2,928,500
Total loss/gain on sale of assets2015-12-31$27,494
Total of all expenses incurred2015-12-31$2,048,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,719,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,750,116
Value of total assets at end of year2015-12-31$89,500,487
Value of total assets at beginning of year2015-12-31$88,438,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$328,848
Total interest from all sources2015-12-31$945,733
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$477,864
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$477,864
Administrative expenses professional fees incurred2015-12-31$58,686
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,750,116
Amount contributed by the employer to the plan for this plan year2015-12-31$1,750,116
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,438,580
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,852,112
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$246,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$277,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$152,636
Administrative expenses (other) incurred2015-12-31$49,496
Liabilities. Value of operating payables at end of year2015-12-31$67,913
Liabilities. Value of operating payables at beginning of year2015-12-31$38,967
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$880,008
Value of net assets at end of year (total assets less liabilities)2015-12-31$89,279,938
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$88,399,930
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$205,772
Interest earned on other investments2015-12-31$128,354
Income. Interest from US Government securities2015-12-31$170,338
Income. Interest from corporate debt instruments2015-12-31$645,321
Value of interest in common/collective trusts at end of year2015-12-31$56,382,868
Value of interest in common/collective trusts at beginning of year2015-12-31$55,716,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,996,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,627,934
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,627,934
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,720
Asset value of US Government securities at end of year2015-12-31$11,426,717
Asset value of US Government securities at beginning of year2015-12-31$11,885,207
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$1,750,116
Employer contributions (assets) at end of year2015-12-31$211,001
Employer contributions (assets) at beginning of year2015-12-31$92,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,719,644
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$15,798,894
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$15,987,860
Contract administrator fees2015-12-31$14,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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$10,091,864
Aggregate carrying amount (costs) on sale of assets2015-12-31$10,064,370
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 name2015-12-31LWBJ, LLP
Accountancy firm EIN2015-12-31421462849
2014 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,103,391
Total unrealized appreciation/depreciation of assets2014-12-31$2,103,391
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$38,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,825
Total income from all sources (including contributions)2014-12-31$5,899,724
Total loss/gain on sale of assets2014-12-31$1,264,598
Total of all expenses incurred2014-12-31$3,275,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,986,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,193,380
Value of total assets at end of year2014-12-31$88,438,897
Value of total assets at beginning of year2014-12-31$85,826,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$289,483
Total interest from all sources2014-12-31$946,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$50,297
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
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$1,193,380
Amount contributed by the employer to the plan for this plan year2014-12-31$1,193,380
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,852,112
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,423,057
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$277,173
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$246,015
Administrative expenses (other) incurred2014-12-31$26,527
Liabilities. Value of operating payables at end of year2014-12-31$38,967
Liabilities. Value of operating payables at beginning of year2014-12-31$50,825
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$2,623,775
Value of net assets at end of year (total assets less liabilities)2014-12-31$88,399,930
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$85,776,155
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$197,659
Interest earned on other investments2014-12-31$134,755
Income. Interest from US Government securities2014-12-31$163,510
Income. Interest from corporate debt instruments2014-12-31$647,270
Value of interest in common/collective trusts at end of year2014-12-31$55,716,197
Value of interest in common/collective trusts at beginning of year2014-12-31$54,392,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,627,934
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,640,809
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,640,809
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,294
Asset value of US Government securities at end of year2014-12-31$11,885,207
Asset value of US Government securities at beginning of year2014-12-31$10,580,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$391,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$1,193,380
Employer contributions (assets) at end of year2014-12-31$92,414
Employer contributions (assets) at beginning of year2014-12-31$133,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,986,466
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$15,987,860
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$14,410,576
Contract administrator fees2014-12-31$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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$18,451,467
Aggregate carrying amount (costs) on sale of assets2014-12-31$17,186,869
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 name2014-12-31LWBJ, LLP
Accountancy firm EIN2014-12-31421462849
2013 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$4,121,916
Total unrealized appreciation/depreciation of assets2013-12-31$4,121,916
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,825
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,722
Total income from all sources (including contributions)2013-12-31$9,605,083
Total loss/gain on sale of assets2013-12-31$2,717,328
Total of all expenses incurred2013-12-31$3,674,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,387,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,422,986
Value of total assets at end of year2013-12-31$85,826,980
Value of total assets at beginning of year2013-12-31$79,907,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$287,097
Total interest from all sources2013-12-31$924,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$48,916
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
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$1,422,986
Amount contributed by the employer to the plan for this plan year2013-12-31$1,422,986
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,423,057
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$2,719,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$245,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$233,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,032
Administrative expenses (other) incurred2013-12-31$34,292
Liabilities. Value of operating payables at end of year2013-12-31$50,825
Liabilities. Value of operating payables at beginning of year2013-12-31$56,690
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$5,930,976
Value of net assets at end of year (total assets less liabilities)2013-12-31$85,776,155
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$79,845,179
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$188,836
Interest earned on other investments2013-12-31$305,396
Income. Interest from US Government securities2013-12-31$1,130
Income. Interest from corporate debt instruments2013-12-31$616,258
Value of interest in common/collective trusts at end of year2013-12-31$54,392,444
Value of interest in common/collective trusts at beginning of year2013-12-31$50,634,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,640,809
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,167,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,167,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,516
Asset value of US Government securities at end of year2013-12-31$10,580,405
Asset value of US Government securities at beginning of year2013-12-31$9,541,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$418,553
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$1,422,986
Employer contributions (assets) at end of year2013-12-31$134,132
Employer contributions (assets) at beginning of year2013-12-31$190,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,387,010
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$14,410,576
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$14,420,025
Contract administrator fees2013-12-31$15,053
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
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$14,762,978
Aggregate carrying amount (costs) on sale of assets2013-12-31$12,045,650
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 name2013-12-31LWBJ, LLP
Accountancy firm EIN2013-12-31421462849
2012 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,081,542
Total unrealized appreciation/depreciation of assets2012-12-31$3,081,542
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$270,814
Total income from all sources (including contributions)2012-12-31$7,056,614
Total loss/gain on sale of assets2012-12-31$624,132
Total of all expenses incurred2012-12-31$3,775,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,492,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,855,154
Value of total assets at end of year2012-12-31$79,907,901
Value of total assets at beginning of year2012-12-31$76,835,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$283,545
Total interest from all sources2012-12-31$1,003,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$92,770
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
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$1,855,154
Amount contributed by the employer to the plan for this plan year2012-12-31$1,855,154
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$2,719,791
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,128,203
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$233,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$260,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$205,736
Other income not declared elsewhere2012-12-31$212
Administrative expenses (other) incurred2012-12-31$20,764
Liabilities. Value of operating payables at end of year2012-12-31$56,690
Liabilities. Value of operating payables at beginning of year2012-12-31$65,078
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$3,280,779
Value of net assets at end of year (total assets less liabilities)2012-12-31$79,845,179
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$76,564,400
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$153,898
Interest earned on other investments2012-12-31$337,400
Income. Interest from US Government securities2012-12-31$1,438
Income. Interest from corporate debt instruments2012-12-31$663,524
Value of interest in common/collective trusts at end of year2012-12-31$50,634,283
Value of interest in common/collective trusts at beginning of year2012-12-31$48,058,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,167,875
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,642,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,642,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,158
Asset value of US Government securities at end of year2012-12-31$9,541,180
Asset value of US Government securities at beginning of year2012-12-31$8,885,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$492,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$1,855,154
Employer contributions (assets) at end of year2012-12-31$190,844
Employer contributions (assets) at beginning of year2012-12-31$222,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,492,290
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$14,420,025
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$14,638,897
Contract administrator fees2012-12-31$16,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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$9,401,395
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,777,263
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 name2012-12-31LWBJ, LLP
Accountancy firm EIN2012-12-31421462849
2011 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$104,628
Total unrealized appreciation/depreciation of assets2011-12-31$104,628
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$270,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,964
Total income from all sources (including contributions)2011-12-31$4,654,883
Total loss/gain on sale of assets2011-12-31$942,915
Total of all expenses incurred2011-12-31$4,133,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,863,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,948,217
Value of total assets at end of year2011-12-31$76,835,214
Value of total assets at beginning of year2011-12-31$76,079,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$270,255
Total interest from all sources2011-12-31$1,070,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$80,377
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
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$1,948,217
Amount contributed by the employer to the plan for this plan year2011-12-31$1,948,217
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,128,203
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,491,807
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$260,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$287,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$205,736
Other income not declared elsewhere2011-12-31$679
Administrative expenses (other) incurred2011-12-31$24,253
Liabilities. Value of operating payables at end of year2011-12-31$65,078
Liabilities. Value of operating payables at beginning of year2011-12-31$35,964
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$521,020
Value of net assets at end of year (total assets less liabilities)2011-12-31$76,564,400
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$76,043,380
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$150,625
Interest earned on other investments2011-12-31$395,376
Income. Interest from US Government securities2011-12-31$1,667
Income. Interest from corporate debt instruments2011-12-31$671,149
Value of interest in common/collective trusts at end of year2011-12-31$48,058,330
Value of interest in common/collective trusts at beginning of year2011-12-31$48,623,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,642,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,613,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,613,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,146
Asset value of US Government securities at end of year2011-12-31$8,885,069
Asset value of US Government securities at beginning of year2011-12-31$8,793,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$588,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$1,948,217
Employer contributions (assets) at end of year2011-12-31$222,051
Employer contributions (assets) at beginning of year2011-12-31$289,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,863,608
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$14,638,897
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$12,980,479
Contract administrator fees2011-12-31$15,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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$18,726,974
Aggregate carrying amount (costs) on sale of assets2011-12-31$17,784,059
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 name2011-12-31LWBJ, LLP
Accountancy firm EIN2011-12-31421462849
2010 : CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,589,451
Total unrealized appreciation/depreciation of assets2010-12-31$3,589,451
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$35,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$49,500
Total income from all sources (including contributions)2010-12-31$7,744,133
Total loss/gain on sale of assets2010-12-31$285,859
Total of all expenses incurred2010-12-31$4,361,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,078,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,871,954
Value of total assets at end of year2010-12-31$76,079,344
Value of total assets at beginning of year2010-12-31$72,709,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$283,057
Total interest from all sources2010-12-31$1,109,762
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$98,439
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
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$1,871,954
Amount contributed by the employer to the plan for this plan year2010-12-31$1,871,954
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,491,807
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,973,813
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$287,414
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$235,636
Other income not declared elsewhere2010-12-31$3,113
Administrative expenses (other) incurred2010-12-31$23,394
Liabilities. Value of operating payables at end of year2010-12-31$35,964
Liabilities. Value of operating payables at beginning of year2010-12-31$49,500
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$3,383,038
Value of net assets at end of year (total assets less liabilities)2010-12-31$76,043,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$72,660,342
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$147,021
Interest earned on other investments2010-12-31$485,844
Income. Interest from US Government securities2010-12-31$3,262
Income. Interest from corporate debt instruments2010-12-31$618,199
Value of interest in common/collective trusts at end of year2010-12-31$48,623,417
Value of interest in common/collective trusts at beginning of year2010-12-31$44,882,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,613,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,481,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,481,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,457
Asset value of US Government securities at end of year2010-12-31$8,793,320
Asset value of US Government securities at beginning of year2010-12-31$7,107,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$883,994
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$1,871,954
Employer contributions (assets) at end of year2010-12-31$289,385
Employer contributions (assets) at beginning of year2010-12-31$406,894
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,078,038
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$12,980,479
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,621,318
Contract administrator fees2010-12-31$14,203
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
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$15,019,884
Aggregate carrying amount (costs) on sale of assets2010-12-31$14,734,025
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 name2010-12-31LWBJ, LLP
Accountancy firm EIN2010-12-31421462849
2009 : CENTRAL IOWA CARPENTERS 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$3,174,143
Amount contributed by the employer to the plan for this plan year2009-12-31$3,174,143

Form 5500 Responses for CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN

2023: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CENTRAL IOWA CARPENTERS 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: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL IOWA CARPENTERS MONEY PURCHASE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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