TRUSTEES OF IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACTORS 401( has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND
401k plan membership statisitcs for IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $9,690 |
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $9,690 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $61,241 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $53,531 |
| Total income from all sources (including contributions) | 2023-06-30 | $20,477,979 |
| Total loss/gain on sale of assets | 2023-06-30 | $936,348 |
| Total of all expenses incurred | 2023-06-30 | $12,752,009 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $11,960,269 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $10,094,603 |
| Value of total assets at end of year | 2023-06-30 | $115,938,429 |
| Value of total assets at beginning of year | 2023-06-30 | $108,204,749 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $791,740 |
| Total interest from all sources | 2023-06-30 | $37,943 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $1,894,688 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-06-30 | $1,737,719 |
| Administrative expenses professional fees incurred | 2023-06-30 | $35,825 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Contributions received from participants | 2023-06-30 | $512,206 |
| Participant contributions at end of year | 2023-06-30 | $47,639 |
| Participant contributions at beginning of year | 2023-06-30 | $56,799 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $37,662 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $24,573 |
| Other income not declared elsewhere | 2023-06-30 | $568,047 |
| Administrative expenses (other) incurred | 2023-06-30 | $45,103 |
| Liabilities. Value of operating payables at end of year | 2023-06-30 | $61,241 |
| Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $53,531 |
| Total non interest bearing cash at end of year | 2023-06-30 | $-927 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $7,725,970 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $115,877,188 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $108,151,218 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2023-06-30 | $5,360,403 |
| Assets. partnership/joint venture interests at beginning of year | 2023-06-30 | $12,598,152 |
| Investment advisory and management fees | 2023-06-30 | $687,587 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-06-30 | $81,088,488 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-06-30 | $59,661,786 |
| Value of interest in common/collective trusts at end of year | 2023-06-30 | $26,586,082 |
| Value of interest in common/collective trusts at beginning of year | 2023-06-30 | $21,532,798 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $1,192,059 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $975,720 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $975,720 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $37,943 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-06-30 | $7,055,172 |
| Net investment gain or loss from common/collective trusts | 2023-06-30 | $-118,512 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $9,582,397 |
| Employer contributions (assets) at end of year | 2023-06-30 | $1,006,887 |
| Employer contributions (assets) at beginning of year | 2023-06-30 | $1,025,765 |
| Income. Dividends from common stock | 2023-06-30 | $156,969 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $11,960,269 |
| Contract administrator fees | 2023-06-30 | $23,225 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-06-30 | $620,136 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-06-30 | $12,329,156 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Aggregate proceeds on sale of assets | 2023-06-30 | $13,395,017 |
| Aggregate carrying amount (costs) on sale of assets | 2023-06-30 | $12,458,669 |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2023-06-30 | 320043599 |
| 2022 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-2,700,378 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-2,700,378 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $53,531 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $94,108 |
| Total income from all sources (including contributions) | 2022-06-30 | $-1,892,859 |
| Total loss/gain on sale of assets | 2022-06-30 | $220,873 |
| Total of all expenses incurred | 2022-06-30 | $9,801,084 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $8,985,420 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $9,317,468 |
| Value of total assets at end of year | 2022-06-30 | $108,204,749 |
| Value of total assets at beginning of year | 2022-06-30 | $119,939,269 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $815,664 |
| Total interest from all sources | 2022-06-30 | $848 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $2,586,959 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $2,428,316 |
| Administrative expenses professional fees incurred | 2022-06-30 | $31,634 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $567,003 |
| Participant contributions at end of year | 2022-06-30 | $56,799 |
| Participant contributions at beginning of year | 2022-06-30 | $39,847 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $24,573 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $34,509 |
| Other income not declared elsewhere | 2022-06-30 | $447,079 |
| Administrative expenses (other) incurred | 2022-06-30 | $29,817 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $53,531 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $72,068 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-11,693,943 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $108,151,218 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $119,845,161 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2022-06-30 | $12,598,152 |
| Assets. partnership/joint venture interests at beginning of year | 2022-06-30 | $13,790,310 |
| Investment advisory and management fees | 2022-06-30 | $731,142 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $59,661,786 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $68,321,023 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $21,532,798 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $20,930,025 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $975,720 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $1,279,899 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $1,279,899 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $848 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-14,175,968 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $2,410,260 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $8,750,465 |
| Employer contributions (assets) at end of year | 2022-06-30 | $1,025,765 |
| Employer contributions (assets) at beginning of year | 2022-06-30 | $753,018 |
| Income. Dividends from common stock | 2022-06-30 | $158,643 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $8,985,420 |
| Contract administrator fees | 2022-06-30 | $23,071 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-06-30 | $12,329,156 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-06-30 | $14,790,638 |
| Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $22,040 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Aggregate proceeds on sale of assets | 2022-06-30 | $3,440,167 |
| Aggregate carrying amount (costs) on sale of assets | 2022-06-30 | $3,219,294 |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2022-06-30 | 320043599 |
| 2021 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $4,393,328 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $4,393,328 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $94,108 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $61,822 |
| Total income from all sources (including contributions) | 2021-06-30 | $35,718,955 |
| Total loss/gain on sale of assets | 2021-06-30 | $674,276 |
| Total of all expenses incurred | 2021-06-30 | $6,647,122 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $5,929,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $8,949,031 |
| Value of total assets at end of year | 2021-06-30 | $119,939,269 |
| Value of total assets at beginning of year | 2021-06-30 | $90,835,150 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $717,802 |
| Total interest from all sources | 2021-06-30 | $83 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $1,473,308 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-06-30 | $1,297,893 |
| Administrative expenses professional fees incurred | 2021-06-30 | $33,399 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2021-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2021-06-30 | $8,494,350 |
| Amount contributed by the employer to the plan for this plan year | 2021-06-30 | $8,494,350 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Contributions received from participants | 2021-06-30 | $454,681 |
| Participant contributions at end of year | 2021-06-30 | $39,847 |
| Participant contributions at beginning of year | 2021-06-30 | $35,177 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $34,509 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $46,615 |
| Other income not declared elsewhere | 2021-06-30 | $3,378,960 |
| Administrative expenses (other) incurred | 2021-06-30 | $24,755 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $72,068 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $61,822 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $29,071,833 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $119,845,161 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $90,773,328 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2021-06-30 | $13,790,310 |
| Assets. partnership/joint venture interests at beginning of year | 2021-06-30 | $12,672,478 |
| Investment advisory and management fees | 2021-06-30 | $637,126 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-06-30 | $68,321,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-06-30 | $53,640,410 |
| Value of interest in common/collective trusts at end of year | 2021-06-30 | $20,930,025 |
| Value of interest in common/collective trusts at beginning of year | 2021-06-30 | $14,757,713 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $1,279,899 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $933,392 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $933,392 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $83 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-06-30 | $14,672,574 |
| Net investment gain or loss from common/collective trusts | 2021-06-30 | $2,177,395 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $8,494,350 |
| Employer contributions (assets) at end of year | 2021-06-30 | $753,018 |
| Employer contributions (assets) at beginning of year | 2021-06-30 | $700,268 |
| Income. Dividends from common stock | 2021-06-30 | $175,415 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $5,929,320 |
| Contract administrator fees | 2021-06-30 | $22,522 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-06-30 | $14,790,638 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-06-30 | $8,049,097 |
| Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $22,040 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Aggregate proceeds on sale of assets | 2021-06-30 | $5,734,413 |
| Aggregate carrying amount (costs) on sale of assets | 2021-06-30 | $5,060,137 |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2021-06-30 | 320043599 |
| 2020 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $-625,816 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $-625,816 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $61,822 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $60,669 |
| Total income from all sources (including contributions) | 2020-06-30 | $4,381,424 |
| Total loss/gain on sale of assets | 2020-06-30 | $-574,850 |
| Total of all expenses incurred | 2020-06-30 | $6,734,984 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $6,029,713 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $8,705,883 |
| Value of total assets at end of year | 2020-06-30 | $90,835,150 |
| Value of total assets at beginning of year | 2020-06-30 | $93,187,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $705,271 |
| Total interest from all sources | 2020-06-30 | $12,798 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $2,127,456 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-06-30 | $1,883,204 |
| Administrative expenses professional fees incurred | 2020-06-30 | $34,373 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Contributions received from participants | 2020-06-30 | $515,007 |
| Participant contributions at end of year | 2020-06-30 | $35,177 |
| Participant contributions at beginning of year | 2020-06-30 | $41,372 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $46,615 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $26,290 |
| Other income not declared elsewhere | 2020-06-30 | $-38,327 |
| Administrative expenses (other) incurred | 2020-06-30 | $25,986 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $61,822 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $60,669 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-2,353,560 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $90,773,328 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $93,126,888 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2020-06-30 | $12,672,478 |
| Assets. partnership/joint venture interests at beginning of year | 2020-06-30 | $13,909,145 |
| Investment advisory and management fees | 2020-06-30 | $622,940 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-06-30 | $53,640,410 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-06-30 | $54,166,745 |
| Value of interest in common/collective trusts at end of year | 2020-06-30 | $14,757,713 |
| Value of interest in common/collective trusts at beginning of year | 2020-06-30 | $14,345,224 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $933,392 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $1,130,798 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $1,130,798 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $12,798 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-06-30 | $-4,443,183 |
| Net investment gain or loss from common/collective trusts | 2020-06-30 | $-782,537 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $8,190,876 |
| Employer contributions (assets) at end of year | 2020-06-30 | $700,268 |
| Employer contributions (assets) at beginning of year | 2020-06-30 | $595,697 |
| Income. Dividends from common stock | 2020-06-30 | $244,252 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $6,029,713 |
| Contract administrator fees | 2020-06-30 | $21,972 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-06-30 | $8,049,097 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-06-30 | $8,972,286 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Aggregate proceeds on sale of assets | 2020-06-30 | $3,747,931 |
| Aggregate carrying amount (costs) on sale of assets | 2020-06-30 | $4,322,781 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2020-06-30 | 320043599 |
| 2019 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $304,851 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $304,851 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $60,669 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $41,759 |
| Total income from all sources (including contributions) | 2019-06-30 | $11,908,251 |
| Total loss/gain on sale of assets | 2019-06-30 | $237,115 |
| Total of all expenses incurred | 2019-06-30 | $7,279,830 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $6,615,850 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $8,248,155 |
| Value of total assets at end of year | 2019-06-30 | $93,187,557 |
| Value of total assets at beginning of year | 2019-06-30 | $88,540,226 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $663,980 |
| Total interest from all sources | 2019-06-30 | $11,849 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $1,798,070 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-06-30 | $1,619,419 |
| Administrative expenses professional fees incurred | 2019-06-30 | $38,137 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2019-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2019-06-30 | $7,719,150 |
| Amount contributed by the employer to the plan for this plan year | 2019-06-30 | $7,719,150 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Contributions received from participants | 2019-06-30 | $529,005 |
| Participant contributions at end of year | 2019-06-30 | $41,372 |
| Participant contributions at beginning of year | 2019-06-30 | $34,682 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $26,290 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $26,734 |
| Other income not declared elsewhere | 2019-06-30 | $306,465 |
| Administrative expenses (other) incurred | 2019-06-30 | $33,591 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $60,669 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $41,759 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $4,628,421 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $93,126,888 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $88,498,467 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2019-06-30 | $13,909,145 |
| Assets. partnership/joint venture interests at beginning of year | 2019-06-30 | $11,086,668 |
| Investment advisory and management fees | 2019-06-30 | $570,280 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-06-30 | $54,166,745 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-06-30 | $51,931,088 |
| Value of interest in common/collective trusts at end of year | 2019-06-30 | $14,345,224 |
| Value of interest in common/collective trusts at beginning of year | 2019-06-30 | $10,873,562 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $1,130,798 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $5,833,057 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $5,833,057 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $11,849 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $426,279 |
| Net investment gain or loss from common/collective trusts | 2019-06-30 | $575,467 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $7,719,150 |
| Employer contributions (assets) at end of year | 2019-06-30 | $595,697 |
| Employer contributions (assets) at beginning of year | 2019-06-30 | $517,565 |
| Income. Dividends from common stock | 2019-06-30 | $178,651 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $6,615,850 |
| Contract administrator fees | 2019-06-30 | $21,972 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-06-30 | $8,972,286 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-06-30 | $8,236,870 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Aggregate proceeds on sale of assets | 2019-06-30 | $2,437,129 |
| Aggregate carrying amount (costs) on sale of assets | 2019-06-30 | $2,200,014 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2019-06-30 | 320043599 |
| 2018 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $311,741 |
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $311,741 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $41,759 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $78,291 |
| Total income from all sources (including contributions) | 2018-06-30 | $13,400,851 |
| Total loss/gain on sale of assets | 2018-06-30 | $598,696 |
| Total of all expenses incurred | 2018-06-30 | $6,095,432 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $5,408,206 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $8,139,245 |
| Value of total assets at end of year | 2018-06-30 | $88,540,226 |
| Value of total assets at beginning of year | 2018-06-30 | $81,271,339 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $687,226 |
| Total interest from all sources | 2018-06-30 | $8,206 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $1,446,130 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-06-30 | $1,308,497 |
| Administrative expenses professional fees incurred | 2018-06-30 | $35,703 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2018-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2018-06-30 | $7,659,437 |
| Amount contributed by the employer to the plan for this plan year | 2018-06-30 | $7,659,437 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Contributions received from participants | 2018-06-30 | $479,808 |
| Participant contributions at end of year | 2018-06-30 | $34,682 |
| Participant contributions at beginning of year | 2018-06-30 | $41,024 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $26,734 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $15,760 |
| Other income not declared elsewhere | 2018-06-30 | $1,267,085 |
| Administrative expenses (other) incurred | 2018-06-30 | $24,404 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $41,759 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $78,291 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $7,305,419 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $88,498,467 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $81,193,048 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2018-06-30 | $11,086,668 |
| Assets. partnership/joint venture interests at beginning of year | 2018-06-30 | $12,105,884 |
| Investment advisory and management fees | 2018-06-30 | $605,415 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-06-30 | $51,931,088 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-06-30 | $52,434,585 |
| Value of interest in common/collective trusts at end of year | 2018-06-30 | $10,873,562 |
| Value of interest in common/collective trusts at beginning of year | 2018-06-30 | $4,921,228 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $5,833,057 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $1,476,222 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $1,476,222 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $8,206 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $1,674,240 |
| Net investment gain or loss from common/collective trusts | 2018-06-30 | $-44,492 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $7,659,437 |
| Employer contributions (assets) at end of year | 2018-06-30 | $517,565 |
| Employer contributions (assets) at beginning of year | 2018-06-30 | $690,725 |
| Income. Dividends from common stock | 2018-06-30 | $137,633 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $5,408,206 |
| Contract administrator fees | 2018-06-30 | $21,704 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-06-30 | $8,236,870 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-06-30 | $9,585,911 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Aggregate proceeds on sale of assets | 2018-06-30 | $4,545,283 |
| Aggregate carrying amount (costs) on sale of assets | 2018-06-30 | $3,946,587 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2018-06-30 | 320043599 |
| 2017 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $215,528 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $215,528 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $78,291 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $29,220 |
| Total income from all sources (including contributions) | 2017-06-30 | $16,046,745 |
| Total loss/gain on sale of assets | 2017-06-30 | $11,194 |
| Total of all expenses incurred | 2017-06-30 | $6,339,438 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $5,877,841 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $7,380,050 |
| Value of total assets at end of year | 2017-06-30 | $81,271,339 |
| Value of total assets at beginning of year | 2017-06-30 | $71,514,961 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $461,597 |
| Total interest from all sources | 2017-06-30 | $1,969 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $1,251,383 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $1,223,900 |
| Administrative expenses professional fees incurred | 2017-06-30 | $51,965 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $406,409 |
| Participant contributions at end of year | 2017-06-30 | $41,024 |
| Participant contributions at beginning of year | 2017-06-30 | $38,068 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $15,760 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $4,295 |
| Other income not declared elsewhere | 2017-06-30 | $1,552,337 |
| Administrative expenses (other) incurred | 2017-06-30 | $30,587 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $78,291 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $29,220 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $9,707,307 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $81,193,048 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $71,485,741 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2017-06-30 | $12,105,884 |
| Assets. partnership/joint venture interests at beginning of year | 2017-06-30 | $14,040,319 |
| Investment advisory and management fees | 2017-06-30 | $357,877 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-06-30 | $52,434,585 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $52,002,765 |
| Value of interest in common/collective trusts at end of year | 2017-06-30 | $4,921,228 |
| Value of interest in common/collective trusts at beginning of year | 2017-06-30 | $4,716,258 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $1,476,222 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $99,202 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $99,202 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $1,969 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $5,426,498 |
| Net investment gain or loss from common/collective trusts | 2017-06-30 | $207,786 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $6,973,641 |
| Employer contributions (assets) at end of year | 2017-06-30 | $690,725 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $614,054 |
| Income. Dividends from common stock | 2017-06-30 | $27,483 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $5,877,841 |
| Contract administrator fees | 2017-06-30 | $21,168 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-06-30 | $9,585,911 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $173,603 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $162,409 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2017-06-30 | 320043599 |
| 2016 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $29,220 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $87,944 |
| Total income from all sources (including contributions) | 2016-06-30 | $5,586,069 |
| Total of all expenses incurred | 2016-06-30 | $3,898,862 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $3,608,567 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $7,339,929 |
| Value of total assets at end of year | 2016-06-30 | $71,514,961 |
| Value of total assets at beginning of year | 2016-06-30 | $69,886,478 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $290,295 |
| Total interest from all sources | 2016-06-30 | $7,731 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $2,759,886 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-06-30 | $2,759,886 |
| Administrative expenses professional fees incurred | 2016-06-30 | $49,715 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2016-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2016-06-30 | $6,954,697 |
| Amount contributed by the employer to the plan for this plan year | 2016-06-30 | $6,954,697 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Contributions received from participants | 2016-06-30 | $385,232 |
| Participant contributions at end of year | 2016-06-30 | $38,068 |
| Participant contributions at beginning of year | 2016-06-30 | $26,028 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $4,295 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $4,519 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $2,773 |
| Other income not declared elsewhere | 2016-06-30 | $-415,662 |
| Administrative expenses (other) incurred | 2016-06-30 | $41,775 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $29,220 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $33,324 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $310,335 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $1,687,207 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $71,485,741 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $69,798,534 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2016-06-30 | $14,040,319 |
| Assets. partnership/joint venture interests at beginning of year | 2016-06-30 | $13,524,793 |
| Investment advisory and management fees | 2016-06-30 | $177,637 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $52,002,765 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $48,646,216 |
| Value of interest in common/collective trusts at end of year | 2016-06-30 | $4,716,258 |
| Value of interest in common/collective trusts at beginning of year | 2016-06-30 | $6,842,479 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $99,202 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $7,731 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $-4,685,307 |
| Net investment gain or loss from common/collective trusts | 2016-06-30 | $579,492 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $6,954,697 |
| Employer contributions (assets) at end of year | 2016-06-30 | $614,054 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $532,108 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $3,608,567 |
| Contract administrator fees | 2016-06-30 | $21,168 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $51,847 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2016-06-30 | 320043599 |
| 2015 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $87,944 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $30,662 |
| Total income from all sources (including contributions) | 2015-06-30 | $8,586,006 |
| Total of all expenses incurred | 2015-06-30 | $3,310,709 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $2,992,049 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $7,149,172 |
| Value of total assets at end of year | 2015-06-30 | $69,886,478 |
| Value of total assets at beginning of year | 2015-06-30 | $64,553,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $318,660 |
| Total interest from all sources | 2015-06-30 | $1 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $2,294,952 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-06-30 | $2,294,952 |
| Administrative expenses professional fees incurred | 2015-06-30 | $35,792 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2015-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2015-06-30 | $6,800,847 |
| Amount contributed by the employer to the plan for this plan year | 2015-06-30 | $6,800,847 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Contributions received from participants | 2015-06-30 | $348,325 |
| Participant contributions at end of year | 2015-06-30 | $26,028 |
| Participant contributions at beginning of year | 2015-06-30 | $24,085 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $4,519 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $3,594 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $2,773 |
| Other income not declared elsewhere | 2015-06-30 | $729,797 |
| Administrative expenses (other) incurred | 2015-06-30 | $33,721 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $33,324 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $25,516 |
| Total non interest bearing cash at end of year | 2015-06-30 | $310,335 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $139,282 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $5,275,297 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $69,798,534 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $64,523,237 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2015-06-30 | $13,524,793 |
| Assets. partnership/joint venture interests at beginning of year | 2015-06-30 | $11,753,780 |
| Investment advisory and management fees | 2015-06-30 | $227,979 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-06-30 | $48,646,216 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-06-30 | $45,976,205 |
| Value of interest in common/collective trusts at end of year | 2015-06-30 | $6,842,479 |
| Value of interest in common/collective trusts at beginning of year | 2015-06-30 | $6,208,022 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $1 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $-2,230,509 |
| Net investment gain or loss from common/collective trusts | 2015-06-30 | $642,593 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $6,800,847 |
| Employer contributions (assets) at end of year | 2015-06-30 | $532,108 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $448,931 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $2,992,049 |
| Contract administrator fees | 2015-06-30 | $21,168 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $51,847 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $5,146 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2015-06-30 | 320043599 |
| 2014 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $30,662 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $192,601 |
| Total income from all sources (including contributions) | 2014-06-30 | $15,004,447 |
| Total loss/gain on sale of assets | 2014-06-30 | $132,946 |
| Total of all expenses incurred | 2014-06-30 | $3,308,076 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,802,703 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $6,000,874 |
| Value of total assets at end of year | 2014-06-30 | $64,553,899 |
| Value of total assets at beginning of year | 2014-06-30 | $53,019,467 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $505,373 |
| Total interest from all sources | 2014-06-30 | $232,289 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $925,147 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-06-30 | $925,147 |
| Administrative expenses professional fees incurred | 2014-06-30 | $26,726 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2014-06-30 | $5,685,165 |
| Amount contributed by the employer to the plan for this plan year | 2014-06-30 | $5,685,165 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Contributions received from participants | 2014-06-30 | $315,709 |
| Participant contributions at end of year | 2014-06-30 | $24,085 |
| Participant contributions at beginning of year | 2014-06-30 | $25,101 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $3,594 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $159,930 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $146,475 |
| Other income not declared elsewhere | 2014-06-30 | $1,099,584 |
| Administrative expenses (other) incurred | 2014-06-30 | $28,065 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $25,516 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $46,126 |
| Total non interest bearing cash at end of year | 2014-06-30 | $139,282 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $35,172 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $11,696,371 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $64,523,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $52,826,866 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Assets. partnership/joint venture interests at end of year | 2014-06-30 | $11,753,780 |
| Investment advisory and management fees | 2014-06-30 | $429,414 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $45,976,205 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $35,388,864 |
| Income. Interest from US Government securities | 2014-06-30 | $2,370 |
| Income. Interest from corporate debt instruments | 2014-06-30 | $229,868 |
| Value of interest in common/collective trusts at end of year | 2014-06-30 | $6,208,022 |
| Value of interest in common/collective trusts at beginning of year | 2014-06-30 | $5,547,496 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $51 |
| Asset value of US Government securities at end of year | 2014-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $58,038 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $5,945,582 |
| Net investment gain or loss from common/collective trusts | 2014-06-30 | $668,025 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $5,685,165 |
| Employer contributions (assets) at end of year | 2014-06-30 | $448,931 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $438,274 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $2,802,703 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-06-30 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-06-30 | $11,366,592 |
| Contract administrator fees | 2014-06-30 | $21,168 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $5,146 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | Yes |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Aggregate proceeds on sale of assets | 2014-06-30 | $12,861,713 |
| Aggregate carrying amount (costs) on sale of assets | 2014-06-30 | $12,728,767 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2014-06-30 | 320043599 |
| 2013 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-223,721 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-223,721 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $192,601 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $37,877 |
| Total income from all sources (including contributions) | 2013-06-30 | $11,283,778 |
| Total loss/gain on sale of assets | 2013-06-30 | $14,911 |
| Total of all expenses incurred | 2013-06-30 | $2,091,434 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,858,530 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $5,979,758 |
| Value of total assets at end of year | 2013-06-30 | $53,019,467 |
| Value of total assets at beginning of year | 2013-06-30 | $43,672,399 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $232,904 |
| Total interest from all sources | 2013-06-30 | $577,163 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $848,156 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-06-30 | $848,156 |
| Administrative expenses professional fees incurred | 2013-06-30 | $33,925 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2013-06-30 | $5,676,631 |
| Amount contributed by the employer to the plan for this plan year | 2013-06-30 | $5,676,631 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Contributions received from participants | 2013-06-30 | $303,127 |
| Participant contributions at end of year | 2013-06-30 | $25,101 |
| Participant contributions at beginning of year | 2013-06-30 | $21,232 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $159,930 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $107,612 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $146,475 |
| Administrative expenses (other) incurred | 2013-06-30 | $25,725 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $46,126 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $37,877 |
| Total non interest bearing cash at end of year | 2013-06-30 | $35,172 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $49,109 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $9,192,344 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $52,826,866 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $43,634,522 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $152,086 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-06-30 | $35,388,864 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-06-30 | $31,319,398 |
| Income. Interest from US Government securities | 2013-06-30 | $0 |
| Income. Interest from corporate debt instruments | 2013-06-30 | $576,966 |
| Value of interest in common/collective trusts at end of year | 2013-06-30 | $5,547,496 |
| Value of interest in common/collective trusts at beginning of year | 2013-06-30 | $5,174,297 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $197 |
| Asset value of US Government securities at end of year | 2013-06-30 | $58,038 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-06-30 | $3,706,855 |
| Net investment gain or loss from common/collective trusts | 2013-06-30 | $380,656 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $5,676,631 |
| Employer contributions (assets) at end of year | 2013-06-30 | $438,274 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $384,076 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,858,530 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-06-30 | $11,366,592 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-06-30 | $6,616,675 |
| Contract administrator fees | 2013-06-30 | $21,168 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Aggregate proceeds on sale of assets | 2013-06-30 | $5,124,498 |
| Aggregate carrying amount (costs) on sale of assets | 2013-06-30 | $5,109,587 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2013-06-30 | 320043599 |
| 2012 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $166,643 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $166,643 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $37,877 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $39,311 |
| Total income from all sources (including contributions) | 2012-06-30 | $6,388,535 |
| Total loss/gain on sale of assets | 2012-06-30 | $29,056 |
| Total of all expenses incurred | 2012-06-30 | $2,387,727 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $2,186,755 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $5,642,908 |
| Value of total assets at end of year | 2012-06-30 | $43,672,399 |
| Value of total assets at beginning of year | 2012-06-30 | $39,673,025 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $200,972 |
| Total interest from all sources | 2012-06-30 | $467,342 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $811,789 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $811,789 |
| Administrative expenses professional fees incurred | 2012-06-30 | $30,233 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2012-06-30 | $5,372,501 |
| Amount contributed by the employer to the plan for this plan year | 2012-06-30 | $5,372,501 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $270,407 |
| Participant contributions at end of year | 2012-06-30 | $21,232 |
| Participant contributions at beginning of year | 2012-06-30 | $25,986 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $107,612 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $160,541 |
| Administrative expenses (other) incurred | 2012-06-30 | $27,090 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $37,877 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $39,311 |
| Total non interest bearing cash at end of year | 2012-06-30 | $49,109 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $414,521 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $4,000,808 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $43,634,522 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $39,633,714 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $122,565 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $31,319,398 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $24,254,258 |
| Income. Interest from US Government securities | 2012-06-30 | $604 |
| Income. Interest from corporate debt instruments | 2012-06-30 | $466,738 |
| Value of interest in common/collective trusts at end of year | 2012-06-30 | $5,174,297 |
| Value of interest in common/collective trusts at beginning of year | 2012-06-30 | $2,669,667 |
| Asset value of US Government securities at end of year | 2012-06-30 | $0 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $354,329 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-1,195,164 |
| Net investment gain or loss from common/collective trusts | 2012-06-30 | $465,961 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $5,372,501 |
| Employer contributions (assets) at end of year | 2012-06-30 | $384,076 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $574,069 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $2,186,755 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-06-30 | $6,616,675 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-06-30 | $11,219,654 |
| Contract administrator fees | 2012-06-30 | $21,084 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Aggregate proceeds on sale of assets | 2012-06-30 | $9,443,032 |
| Aggregate carrying amount (costs) on sale of assets | 2012-06-30 | $9,413,976 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2012-06-30 | 320043599 |
| 2011 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $181,235 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $181,235 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $39,311 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $44,679 |
| Total income from all sources (including contributions) | 2011-06-30 | $11,210,979 |
| Total loss/gain on sale of assets | 2011-06-30 | $233,027 |
| Total of all expenses incurred | 2011-06-30 | $4,500,264 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $4,288,751 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $4,526,225 |
| Value of total assets at end of year | 2011-06-30 | $39,673,025 |
| Value of total assets at beginning of year | 2011-06-30 | $32,967,678 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $211,513 |
| Total interest from all sources | 2011-06-30 | $745,499 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $361,743 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $361,743 |
| Administrative expenses professional fees incurred | 2011-06-30 | $29,296 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2011-06-30 | $4,345,953 |
| Amount contributed by the employer to the plan for this plan year | 2011-06-30 | $4,345,953 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $180,272 |
| Participant contributions at end of year | 2011-06-30 | $25,986 |
| Participant contributions at beginning of year | 2011-06-30 | $10,794 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $160,541 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $250,086 |
| Other income not declared elsewhere | 2011-06-30 | $179 |
| Administrative expenses (other) incurred | 2011-06-30 | $24,689 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $39,311 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $44,679 |
| Total non interest bearing cash at end of year | 2011-06-30 | $414,521 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $319,725 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $6,710,715 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $39,633,714 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $32,922,999 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $137,368 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $24,254,258 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $11,777,304 |
| Income. Interest from US Government securities | 2011-06-30 | $7,098 |
| Income. Interest from corporate debt instruments | 2011-06-30 | $738,401 |
| Value of interest in common/collective trusts at end of year | 2011-06-30 | $2,669,667 |
| Value of interest in common/collective trusts at beginning of year | 2011-06-30 | $2,118,066 |
| Asset value of US Government securities at end of year | 2011-06-30 | $354,329 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $4,611,470 |
| Net investment gain or loss from common/collective trusts | 2011-06-30 | $551,601 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $4,345,953 |
| Employer contributions (assets) at end of year | 2011-06-30 | $574,069 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $424,593 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $4,288,751 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-06-30 | $11,219,654 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-06-30 | $18,067,110 |
| Contract administrator fees | 2011-06-30 | $20,160 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Aggregate proceeds on sale of assets | 2011-06-30 | $15,455,630 |
| Aggregate carrying amount (costs) on sale of assets | 2011-06-30 | $15,222,603 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | LEGACY PROFESSIONALS LLP |
| Accountancy firm EIN | 2011-06-30 | 320043599 |
| 2010 : IBEW LOCAL UNION NO. 9 AND LINE CLEARANCE CONTRACT 401(K) RETIREMENT FUND 2010 401k financial data |
|---|
| Funding deficiency by the employer to the plan for this plan year | 2010-06-30 | $0 |
| Minimum employer required contribution for this plan year | 2010-06-30 | $3,905,683 |
| Amount contributed by the employer to the plan for this plan year | 2010-06-30 | $3,905,683 |
