401k Plan data: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN plan

PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 401k Plan overview

Plan Name	PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN
Plan identification number	001

PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

PLUMBERS AND PIPEFITTERS LOCAL 551 has sponsored the creation of one or more 401k plans.

Company Name: PLUMBERS AND PIPEFITTERS LOCAL 551

Employer identification number (EIN): 371136405

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01 CLINT WALKER 2024-03-28 ROY ROSS 2024-03-28
001 2021-07-01 CLINT WALKER 2023-04-03 ROY ROSS 2023-04-03
001 2020-07-01 CLINT WALKER 2022-03-31 ROY ROSS 2022-03-31
001 2019-07-01 CLINT WALKER 2021-04-05 ROY ROSS 2021-04-05
001 2018-07-01 CLINT WALKER 2020-04-09 ROY ROSS 2020-04-09
001 2017-07-01 ERIC PERKINS 2019-03-29 ROY ROSS 2019-03-29
001 2016-07-01
001 2015-07-01
001 2014-07-01
001 2013-07-01 ERIC PERKINS
001 2012-07-01 ERIC PERKINS
001 2011-07-01 ERIC PERKINS
001 2010-07-01 ERIC PERKINS
001 2009-07-01 ERIC PERKINS
001 2007-07-01 THOMAS CALIPER DWIGHT HOWTON 2010-04-15
001 2006-07-01 THOMAS CALIPER DWIGHT HOWTON 2010-04-15
001 2005-07-01 THOMAS CALIPER DWIGHT HOWTON 2010-04-15
001 2004-07-01 THOMAS CALIPER DWIGHT HOWTON 2010-04-15
001 2003-07-01 THOMAS CALIPER DWIGHT HOWTON 2010-04-15

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01	CLINT WALKER	2024-03-28	ROY ROSS	2024-03-28
001	2021-07-01	CLINT WALKER	2023-04-03	ROY ROSS	2023-04-03
001	2020-07-01	CLINT WALKER	2022-03-31	ROY ROSS	2022-03-31
001	2019-07-01	CLINT WALKER	2021-04-05	ROY ROSS	2021-04-05
001	2018-07-01	CLINT WALKER	2020-04-09	ROY ROSS	2020-04-09
001	2017-07-01	ERIC PERKINS	2019-03-29	ROY ROSS	2019-03-29
001	2016-07-01
001	2015-07-01
001	2014-07-01
001	2013-07-01	ERIC PERKINS
001	2012-07-01	ERIC PERKINS
001	2011-07-01	ERIC PERKINS
001	2010-07-01	ERIC PERKINS
001	2009-07-01	ERIC PERKINS
001	2007-07-01	THOMAS CALIPER		DWIGHT HOWTON	2010-04-15
001	2006-07-01	THOMAS CALIPER		DWIGHT HOWTON	2010-04-15
001	2005-07-01	THOMAS CALIPER		DWIGHT HOWTON	2010-04-15
001	2004-07-01	THOMAS CALIPER		DWIGHT HOWTON	2010-04-15
001	2003-07-01	THOMAS CALIPER		DWIGHT HOWTON	2010-04-15

Plan Statistics for PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

401k plan membership statisitcs for PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

Measure Date Value
2022: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-07-01 190
Total number of active participants reported on line 7a of the Form 5500 2022-07-01 124
Number of retired or separated participants receiving benefits 2022-07-01 2
Number of other retired or separated participants entitled to future benefits 2022-07-01 66
Total of all active and inactive participants 2022-07-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-07-01 0
Total participants 2022-07-01 192
Number of participants with account balances 2022-07-01 192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-07-01 2
Number of employers contributing to the scheme 2022-07-01 41
2021: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-07-01 181
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 121
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 69
Total of all active and inactive participants 2021-07-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 0
Total participants 2021-07-01 190
Number of participants with account balances 2021-07-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 0
Number of employers contributing to the scheme 2021-07-01 41
2020: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-07-01 174
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 113
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 68
Total of all active and inactive participants 2020-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 0
Total participants 2020-07-01 181
Number of participants with account balances 2020-07-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 0
Number of employers contributing to the scheme 2020-07-01 41
2019: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-07-01 181
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 104
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 68
Total of all active and inactive participants 2019-07-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 2
Total participants 2019-07-01 174
Number of participants with account balances 2019-07-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 0
Number of employers contributing to the scheme 2019-07-01 41
2018: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 105
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 76
Total of all active and inactive participants 2018-07-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 0
Total participants 2018-07-01 181
Number of participants with account balances 2018-07-01 181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 7
Number of employers contributing to the scheme 2018-07-01 41
2017: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 179
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 110
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 70
Total of all active and inactive participants 2017-07-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 180
Number of participants with account balances 2017-07-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 41
2016: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 185
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 109
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 70
Total of all active and inactive participants 2016-07-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 179
Number of participants with account balances 2016-07-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 2
Number of employers contributing to the scheme 2016-07-01 41
2015: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 186
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 117
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 68
Total of all active and inactive participants 2015-07-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 185
Number of participants with account balances 2015-07-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 1
Number of employers contributing to the scheme 2015-07-01 41
2014: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 188
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 113
Number of retired or separated participants receiving benefits 2014-07-01 5
Number of other retired or separated participants entitled to future benefits 2014-07-01 68
Total of all active and inactive participants 2014-07-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 186
Number of participants with account balances 2014-07-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 1
Number of employers contributing to the scheme 2014-07-01 22
2013: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 197
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 120
Number of retired or separated participants receiving benefits 2013-07-01 4
Number of other retired or separated participants entitled to future benefits 2013-07-01 64
Total of all active and inactive participants 2013-07-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 188
Number of participants with account balances 2013-07-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 9
Number of employers contributing to the scheme 2013-07-01 20
2012: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 203
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 138
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 59
Total of all active and inactive participants 2012-07-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 197
Number of participants with account balances 2012-07-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 3
Number of employers contributing to the scheme 2012-07-01 20
2011: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-07-01 198
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 143
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 60
Total of all active and inactive participants 2011-07-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 203
Number of participants with account balances 2011-07-01 203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
Number of employers contributing to the scheme 2011-07-01 32
2010: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-07-01 175
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 134
Number of retired or separated participants receiving benefits 2010-07-01 0
Number of other retired or separated participants entitled to future benefits 2010-07-01 64
Total of all active and inactive participants 2010-07-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 0
Total participants 2010-07-01 198
Number of participants with account balances 2010-07-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-07-01 6
Number of employers contributing to the scheme 2010-07-01 32
2009: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-07-01 180
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 131
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 44
Total of all active and inactive participants 2009-07-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 175
Number of participants with account balances 2009-07-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 7
Number of employers contributing to the scheme 2009-07-01 32
2007: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2007 401k membership
Total participants, beginning-of-year 2007-07-01 184
Total number of active participants reported on line 7a of the Form 5500 2007-07-01 136
Number of other retired or separated participants entitled to future benefits 2007-07-01 47
Total of all active and inactive participants 2007-07-01 183
Total participants 2007-07-01 183
Number of participants with account balances 2007-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-07-01 7
2006: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2006 401k membership
Total participants, beginning-of-year 2006-07-01 183
Total number of active participants reported on line 7a of the Form 5500 2006-07-01 135
Number of retired or separated participants receiving benefits 2006-07-01 2
Number of other retired or separated participants entitled to future benefits 2006-07-01 47
Total of all active and inactive participants 2006-07-01 184
Total participants 2006-07-01 184
Number of participants with account balances 2006-07-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2006-07-01 2
2005: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2005 401k membership
Total participants, beginning-of-year 2005-07-01 190
Total number of active participants reported on line 7a of the Form 5500 2005-07-01 134
Number of retired or separated participants receiving benefits 2005-07-01 2
Number of other retired or separated participants entitled to future benefits 2005-07-01 47
Total of all active and inactive participants 2005-07-01 183
Total participants 2005-07-01 183
Number of participants with account balances 2005-07-01 183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2005-07-01 5
2004: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2004 401k membership
Total participants, beginning-of-year 2004-07-01 190
Total number of active participants reported on line 7a of the Form 5500 2004-07-01 150
Number of retired or separated participants receiving benefits 2004-07-01 2
Number of other retired or separated participants entitled to future benefits 2004-07-01 38
Total of all active and inactive participants 2004-07-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2004-07-01 0
Total participants 2004-07-01 190
Number of participants with account balances 2004-07-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2004-07-01 0
2003: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2003 401k membership
Total participants, beginning-of-year 2003-07-01 187
Total number of active participants reported on line 7a of the Form 5500 2003-07-01 151
Number of retired or separated participants receiving benefits 2003-07-01 1
Number of other retired or separated participants entitled to future benefits 2003-07-01 38
Total of all active and inactive participants 2003-07-01 190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2003-07-01 0
Total participants 2003-07-01 190
Number of participants with account balances 2003-07-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2003-07-01 0

Measure	Date	Value
2022: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-07-01	190
Total number of active participants reported on line 7a of the Form 5500	2022-07-01	124
Number of retired or separated participants receiving benefits	2022-07-01	2
Number of other retired or separated participants entitled to future benefits	2022-07-01	66
Total of all active and inactive participants	2022-07-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-07-01	0
Total participants	2022-07-01	192
Number of participants with account balances	2022-07-01	192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-07-01	2
Number of employers contributing to the scheme	2022-07-01	41
2021: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-07-01	181
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	121
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	69
Total of all active and inactive participants	2021-07-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	0
Total participants	2021-07-01	190
Number of participants with account balances	2021-07-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	0
Number of employers contributing to the scheme	2021-07-01	41
2020: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-07-01	174
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	113
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	68
Total of all active and inactive participants	2020-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	0
Total participants	2020-07-01	181
Number of participants with account balances	2020-07-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	0
Number of employers contributing to the scheme	2020-07-01	41
2019: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-07-01	181
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	104
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	68
Total of all active and inactive participants	2019-07-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	2
Total participants	2019-07-01	174
Number of participants with account balances	2019-07-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	0
Number of employers contributing to the scheme	2019-07-01	41
2018: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	105
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	76
Total of all active and inactive participants	2018-07-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	0
Total participants	2018-07-01	181
Number of participants with account balances	2018-07-01	181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	7
Number of employers contributing to the scheme	2018-07-01	41
2017: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	179
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	110
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	70
Total of all active and inactive participants	2017-07-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	180
Number of participants with account balances	2017-07-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	41
2016: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	185
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	109
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	70
Total of all active and inactive participants	2016-07-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	179
Number of participants with account balances	2016-07-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	2
Number of employers contributing to the scheme	2016-07-01	41
2015: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	186
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	117
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	68
Total of all active and inactive participants	2015-07-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	185
Number of participants with account balances	2015-07-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	1
Number of employers contributing to the scheme	2015-07-01	41
2014: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	188
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	113
Number of retired or separated participants receiving benefits	2014-07-01	5
Number of other retired or separated participants entitled to future benefits	2014-07-01	68
Total of all active and inactive participants	2014-07-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	186
Number of participants with account balances	2014-07-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	1
Number of employers contributing to the scheme	2014-07-01	22
2013: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	197
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	120
Number of retired or separated participants receiving benefits	2013-07-01	4
Number of other retired or separated participants entitled to future benefits	2013-07-01	64
Total of all active and inactive participants	2013-07-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	188
Number of participants with account balances	2013-07-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	9
Number of employers contributing to the scheme	2013-07-01	20
2012: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	203
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	138
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	59
Total of all active and inactive participants	2012-07-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	197
Number of participants with account balances	2012-07-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	3
Number of employers contributing to the scheme	2012-07-01	20
2011: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-07-01	198
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	143
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	60
Total of all active and inactive participants	2011-07-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	203
Number of participants with account balances	2011-07-01	203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
Number of employers contributing to the scheme	2011-07-01	32
2010: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-07-01	175
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	134
Number of retired or separated participants receiving benefits	2010-07-01	0
Number of other retired or separated participants entitled to future benefits	2010-07-01	64
Total of all active and inactive participants	2010-07-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	0
Total participants	2010-07-01	198
Number of participants with account balances	2010-07-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-07-01	6
Number of employers contributing to the scheme	2010-07-01	32
2009: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-07-01	180
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	131
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	44
Total of all active and inactive participants	2009-07-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	175
Number of participants with account balances	2009-07-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	7
Number of employers contributing to the scheme	2009-07-01	32
2007: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2007 401k membership
Total participants, beginning-of-year	2007-07-01	184
Total number of active participants reported on line 7a of the Form 5500	2007-07-01	136
Number of other retired or separated participants entitled to future benefits	2007-07-01	47
Total of all active and inactive participants	2007-07-01	183
Total participants	2007-07-01	183
Number of participants with account balances	2007-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-07-01	7
2006: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2006 401k membership
Total participants, beginning-of-year	2006-07-01	183
Total number of active participants reported on line 7a of the Form 5500	2006-07-01	135
Number of retired or separated participants receiving benefits	2006-07-01	2
Number of other retired or separated participants entitled to future benefits	2006-07-01	47
Total of all active and inactive participants	2006-07-01	184
Total participants	2006-07-01	184
Number of participants with account balances	2006-07-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2006-07-01	2
2005: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2005 401k membership
Total participants, beginning-of-year	2005-07-01	190
Total number of active participants reported on line 7a of the Form 5500	2005-07-01	134
Number of retired or separated participants receiving benefits	2005-07-01	2
Number of other retired or separated participants entitled to future benefits	2005-07-01	47
Total of all active and inactive participants	2005-07-01	183
Total participants	2005-07-01	183
Number of participants with account balances	2005-07-01	183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2005-07-01	5
2004: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2004 401k membership
Total participants, beginning-of-year	2004-07-01	190
Total number of active participants reported on line 7a of the Form 5500	2004-07-01	150
Number of retired or separated participants receiving benefits	2004-07-01	2
Number of other retired or separated participants entitled to future benefits	2004-07-01	38
Total of all active and inactive participants	2004-07-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2004-07-01	0
Total participants	2004-07-01	190
Number of participants with account balances	2004-07-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2004-07-01	0
2003: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2003 401k membership
Total participants, beginning-of-year	2003-07-01	187
Total number of active participants reported on line 7a of the Form 5500	2003-07-01	151
Number of retired or separated participants receiving benefits	2003-07-01	1
Number of other retired or separated participants entitled to future benefits	2003-07-01	38
Total of all active and inactive participants	2003-07-01	190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2003-07-01	0
Total participants	2003-07-01	190
Number of participants with account balances	2003-07-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2003-07-01	0

Financial Data on PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

Measure	Date	Value
2023 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-06-30	$0
Total income from all sources (including contributions)	2023-06-30	$5,362,383
Total loss/gain on sale of assets	2023-06-30	$0
Total of all expenses incurred	2023-06-30	$1,010,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-06-30	$841,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-06-30	$1,753,975
Value of total assets at end of year	2023-06-30	$34,584,112
Value of total assets at beginning of year	2023-06-30	$30,232,459
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-06-30	$169,325
Total interest from all sources	2023-06-30	$9
Total dividends received (eg from common stock, registered investment company shares)	2023-06-30	$389,510
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	$389,510
Administrative expenses professional fees incurred	2023-06-30	$15,350
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	$85,284
Income. Received or receivable in cash from other sources (including rollovers)	2023-06-30	$16,601
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-06-30	$0
Other income not declared elsewhere	2023-06-30	$0
Administrative expenses (other) incurred	2023-06-30	$56,340
Total non interest bearing cash at end of year	2023-06-30	$269,558
Total non interest bearing cash at beginning of year	2023-06-30	$300,106
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	$4,351,653
Value of net assets at end of year (total assets less liabilities)	2023-06-30	$34,584,112
Value of net assets at beginning of year (total assets less liabilities)	2023-06-30	$30,232,459
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
Investment advisory and management fees	2023-06-30	$43,121
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-06-30	$33,618,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-06-30	$28,494,179
Value of interest in common/collective trusts at end of year	2023-06-30	$695,872
Value of interest in common/collective trusts at beginning of year	2023-06-30	$1,438,174
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-06-30	$9
Expenses. Payments to insurance carriers foe the provision of benefits	2023-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-06-30	$3,218,889
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-06-30	No
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	$1,652,090
Employer contributions (assets) at end of year	2023-06-30	$0
Employer contributions (assets) at beginning of year	2023-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-06-30	$841,405
Contract administrator fees	2023-06-30	$54,514
Liabilities. Value of benefit claims payable at end of year	2023-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2023-06-30	$0
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
Liabilities. Value of acquisition indebtedness at end of year	2023-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2023-06-30	$0
Opinion of an independent qualified public accountant for this plan	2023-06-30	Unqualified
Accountancy firm name	2023-06-30	GRABEL, SCHNIEDERS, HOLLMAN & CO PC
Accountancy firm EIN	2023-06-30	431171178
2022 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-3,207,400
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$1,595,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$1,437,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$1,339,076
Value of total assets at end of year	2022-06-30	$30,232,459
Value of total assets at beginning of year	2022-06-30	$35,035,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$158,465
Total interest from all sources	2022-06-30	$219
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$373,793
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	$373,793
Administrative expenses professional fees incurred	2022-06-30	$6,752
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	$67,907
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$64,460
Administrative expenses (other) incurred	2022-06-30	$63,754
Total non interest bearing cash at end of year	2022-06-30	$300,106
Total non interest bearing cash at beginning of year	2022-06-30	$241,509
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	$-4,803,335
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$30,232,459
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$35,035,794
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
Investment advisory and management fees	2022-06-30	$31,287
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$28,494,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$34,364,839
Value of interest in common/collective trusts at end of year	2022-06-30	$1,438,174
Value of interest in common/collective trusts at beginning of year	2022-06-30	$429,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-06-30	$219
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-4,920,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
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	$1,206,709
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$1,437,470
Contract administrator fees	2022-06-30	$56,672
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$0
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	$0
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
Liabilities. Value of acquisition indebtedness at end of year	2022-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-06-30	$0
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	GRABEL, SCHNIEDERS, HOLLMAN & CO PC
Accountancy firm EIN	2022-06-30	431171178
2021 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$5,040
Total income from all sources (including contributions)	2021-06-30	$8,659,707
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$1,316,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$1,183,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$1,094,059
Value of total assets at end of year	2021-06-30	$35,035,794
Value of total assets at beginning of year	2021-06-30	$27,698,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$133,028
Total interest from all sources	2021-06-30	$22
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$378,459
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	$378,459
Administrative expenses professional fees incurred	2021-06-30	$17,480
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Contributions received from participants	2021-06-30	$56,829
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$0
Administrative expenses (other) incurred	2021-06-30	$79,207
Total non interest bearing cash at end of year	2021-06-30	$241,509
Total non interest bearing cash at beginning of year	2021-06-30	$0
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
Income. Non cash contributions	2021-06-30	$0
Value of net income/loss	2021-06-30	$7,342,742
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$35,035,794
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$27,693,052
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
Investment advisory and management fees	2021-06-30	$36,341
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$34,364,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$25,497,925
Value of interest in common/collective trusts at end of year	2021-06-30	$429,446
Value of interest in common/collective trusts at beginning of year	2021-06-30	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$1,471,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$1,471,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-06-30	$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$7,182,023
Net investment gain or loss from common/collective trusts	2021-06-30	$5,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
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	$1,037,230
Employer contributions (assets) at end of year	2021-06-30	$0
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,183,937
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$728,253
Liabilities. Value of benefit claims payable at end of year	2021-06-30	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-06-30	$5,040
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
Liabilities. Value of acquisition indebtedness at end of year	2021-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-06-30	$0
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	GRABEL, SCHNIEDERS, HOLLMAN & CO PC
Accountancy firm EIN	2021-06-30	431171178
2020 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$2,934
Total unrealized appreciation/depreciation of assets	2020-06-30	$2,934
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$5,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$1,238,011
Total loss/gain on sale of assets	2020-06-30	$11,542
Total of all expenses incurred	2020-06-30	$2,788,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$2,670,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$918,267
Value of total assets at end of year	2020-06-30	$27,698,092
Value of total assets at beginning of year	2020-06-30	$29,243,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$118,676
Total interest from all sources	2020-06-30	$20
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$823,933
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	$810,202
Administrative expenses professional fees incurred	2020-06-30	$12,717
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
Administrative expenses (other) incurred	2020-06-30	$8,097
Total non interest bearing cash at end of year	2020-06-30	$0
Total non interest bearing cash at beginning of year	2020-06-30	$0
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	$-1,550,933
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$27,693,052
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$29,243,985
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
Investment advisory and management fees	2020-06-30	$29,590
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$25,497,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$28,215,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$1,471,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$257,248
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$257,248
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-06-30	$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-518,685
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	$918,267
Employer contributions (assets) at end of year	2020-06-30	$0
Employer contributions (assets) at beginning of year	2020-06-30	$0
Income. Dividends from common stock	2020-06-30	$13,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,670,268
Contract administrator fees	2020-06-30	$68,272
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$728,253
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$770,840
Liabilities. Value of benefit claims payable at end of year	2020-06-30	$5,040
Liabilities. Value of benefit claims payable at beginning of year	2020-06-30	$0
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	$223,887
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$212,345
Liabilities. Value of acquisition indebtedness at end of year	2020-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2020-06-30	$0
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2020-06-30	431555780
2019 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$84,927
Total unrealized appreciation/depreciation of assets	2019-06-30	$84,927
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$2,864,413
Total loss/gain on sale of assets	2019-06-30	$-163
Total of all expenses incurred	2019-06-30	$2,337,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,235,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$1,147,462
Value of total assets at end of year	2019-06-30	$29,243,985
Value of total assets at beginning of year	2019-06-30	$28,717,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$102,109
Total interest from all sources	2019-06-30	$33
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$764,525
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	$751,877
Administrative expenses professional fees incurred	2019-06-30	$7,142
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$0
Other income not declared elsewhere	2019-06-30	$1,581
Administrative expenses (other) incurred	2019-06-30	$32,593
Total non interest bearing cash at end of year	2019-06-30	$0
Total non interest bearing cash at beginning of year	2019-06-30	$49,533
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	$526,601
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$29,243,985
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$28,717,384
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
Investment advisory and management fees	2019-06-30	$49,714
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$28,215,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$27,696,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$257,248
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$385,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$385,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-06-30	$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$866,048
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	$1,147,462
Income. Dividends from common stock	2019-06-30	$12,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,235,703
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$0
Contract administrator fees	2019-06-30	$12,660
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$770,840
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$586,159
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	$161,970
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$162,133
Liabilities. Value of acquisition indebtedness at end of year	2019-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2019-06-30	$0
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2019-06-30	431555780
2018 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$-2,013,232
Total unrealized appreciation/depreciation of assets	2018-06-30	$-2,013,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$22,735
Total income from all sources (including contributions)	2018-06-30	$3,551,779
Total loss/gain on sale of assets	2018-06-30	$4,706,668
Total of all expenses incurred	2018-06-30	$860,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$718,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,283,787
Value of total assets at end of year	2018-06-30	$28,717,384
Value of total assets at beginning of year	2018-06-30	$26,048,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$141,615
Total interest from all sources	2018-06-30	$25
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$608,835
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	$471,098
Administrative expenses professional fees incurred	2018-06-30	$17,347
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$427,472
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-06-30	$149,993
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$22,664
Other income not declared elsewhere	2018-06-30	$1,401
Administrative expenses (other) incurred	2018-06-30	$32,361
Total non interest bearing cash at end of year	2018-06-30	$49,533
Total non interest bearing cash at beginning of year	2018-06-30	$1,376
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	$2,691,258
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$28,717,384
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$26,026,126
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
Investment advisory and management fees	2018-06-30	$12,660
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$27,696,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$12,618,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$385,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$407,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$407,825
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-06-30	$25
Asset value of US Government securities at end of year	2018-06-30	$0
Asset value of US Government securities at beginning of year	2018-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$-1,035,705
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	$856,315
Income. Dividends from common stock	2018-06-30	$137,737
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$568,913
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$7,409
Contract administrator fees	2018-06-30	$79,247
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$586,159
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$12,991,457
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	No
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	$22,823,492
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$18,116,824
Liabilities. Value of acquisition indebtedness at end of year	2018-06-30	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-06-30	$22,735
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2018-06-30	431555780
2017 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$1,498,268
Total unrealized appreciation/depreciation of assets	2017-06-30	$1,498,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$22,735
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$4,754,780
Total loss/gain on sale of assets	2017-06-30	$1,177,725
Total of all expenses incurred	2017-06-30	$898,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$762,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,306,866
Value of total assets at end of year	2017-06-30	$26,048,861
Value of total assets at beginning of year	2017-06-30	$22,169,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$136,139
Total interest from all sources	2017-06-30	$3,549
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$563,711
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	$370,505
Administrative expenses professional fees incurred	2017-06-30	$6,960
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
Income. Received or receivable in cash from other sources (including rollovers)	2017-06-30	$408,444
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-06-30	$46,217
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$22,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$0
Other income not declared elsewhere	2017-06-30	$1,056
Administrative expenses (other) incurred	2017-06-30	$32,916
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	$3,856,303
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$26,026,126
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$22,169,823
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
Investment advisory and management fees	2017-06-30	$83,318
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$12,618,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$11,071,550
Income. Interest from corporate debt instruments	2017-06-30	$3,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$407,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$181,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$181,892
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$289
Asset value of US Government securities at end of year	2017-06-30	$0
Asset value of US Government securities at beginning of year	2017-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$203,605
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	$898,422
Employer contributions (assets) at end of year	2017-06-30	$1,376
Employer contributions (assets) at beginning of year	2017-06-30	$0
Income. Dividends from common stock	2017-06-30	$193,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$716,121
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$7,409
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$78,308
Contract administrator fees	2017-06-30	$12,945
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$12,991,457
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$10,838,073
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	No
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	$15,328,462
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$14,150,737
Liabilities. Value of acquisition indebtedness at end of year	2017-06-30	$22,735
Liabilities. Value of acquisition indebtedness at beginning of year	2017-06-30	$0
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2017-06-30	431555780
2016 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-48,569
Total unrealized appreciation/depreciation of assets	2016-06-30	$-48,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$1,002,076
Total loss/gain on sale of assets	2016-06-30	$-537,328
Total of all expenses incurred	2016-06-30	$3,550,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$3,418,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,365,832
Value of total assets at end of year	2016-06-30	$22,169,823
Value of total assets at beginning of year	2016-06-30	$24,718,115
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$131,858
Total interest from all sources	2016-06-30	$6,056
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$582,195
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	$384,441
Administrative expenses professional fees incurred	2016-06-30	$6,253
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$386,144
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-06-30	$81,796
Other income not declared elsewhere	2016-06-30	$719
Administrative expenses (other) incurred	2016-06-30	$32,877
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	$-2,548,292
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$22,169,823
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$24,718,115
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
Investment advisory and management fees	2016-06-30	$80,856
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$11,071,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$12,003,064
Income. Interest from corporate debt instruments	2016-06-30	$4,119
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$181,892
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$462,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$462,854
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$1,937
Asset value of US Government securities at end of year	2016-06-30	$0
Asset value of US Government securities at beginning of year	2016-06-30	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-366,829
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	$979,688
Income. Dividends from common stock	2016-06-30	$197,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$3,336,714
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$78,308
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$129,737
Contract administrator fees	2016-06-30	$11,872
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$10,838,073
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$12,122,460
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	No
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
Aggregate proceeds on sale of assets	2016-06-30	$16,130,093
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$16,667,421
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2016-06-30	431555780
2015 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$-425,613
Total unrealized appreciation/depreciation of assets	2015-06-30	$-425,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$2,362,303
Total loss/gain on sale of assets	2015-06-30	$1,412,364
Total of all expenses incurred	2015-06-30	$908,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$771,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,172,275
Value of total assets at end of year	2015-06-30	$24,718,115
Value of total assets at beginning of year	2015-06-30	$23,264,668
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$137,649
Total interest from all sources	2015-06-30	$10,659
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$584,881
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	$373,775
Administrative expenses professional fees incurred	2015-06-30	$6,455
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$124,864
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-06-30	$80,607
Other income not declared elsewhere	2015-06-30	$3,725
Administrative expenses (other) incurred	2015-06-30	$32,440
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	$1,453,447
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$24,718,115
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$23,264,668
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
Investment advisory and management fees	2015-06-30	$86,778
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$12,003,064
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$9,197,022
Income. Interest from US Government securities	2015-06-30	$2,875
Income. Interest from corporate debt instruments	2015-06-30	$5,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$462,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$1,469,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$1,469,957
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$2,556
Asset value of US Government securities at end of year	2015-06-30	$0
Asset value of US Government securities at beginning of year	2015-06-30	$101,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-395,988
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	$1,047,411
Income. Dividends from common stock	2015-06-30	$211,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$690,600
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$129,737
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$158,400
Contract administrator fees	2015-06-30	$11,976
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$12,122,460
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$12,337,614
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	No
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
Aggregate proceeds on sale of assets	2015-06-30	$24,285,682
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$22,873,318
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2015-06-30	431555780
2014 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$859,609
Total unrealized appreciation/depreciation of assets	2014-06-30	$859,609
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$4,480,668
Total loss/gain on sale of assets	2014-06-30	$1,524,902
Total of all expenses incurred	2014-06-30	$1,753,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,620,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$1,283,252
Value of total assets at end of year	2014-06-30	$23,264,668
Value of total assets at beginning of year	2014-06-30	$20,537,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$132,889
Total interest from all sources	2014-06-30	$8,333
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$531,579
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	$141,063
Administrative expenses professional fees incurred	2014-06-30	$6,683
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$480,995
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-06-30	$54,615
Other income not declared elsewhere	2014-06-30	$991
Administrative expenses (other) incurred	2014-06-30	$35,432
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	$2,727,317
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$23,264,668
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$20,537,351
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
Investment advisory and management fees	2014-06-30	$78,330
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$9,197,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$8,288,496
Income. Interest from US Government securities	2014-06-30	$2,875
Income. Interest from corporate debt instruments	2014-06-30	$5,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$1,469,957
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$553,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$553,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$170
Asset value of US Government securities at end of year	2014-06-30	$101,675
Asset value of US Government securities at beginning of year	2014-06-30	$104,045
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$272,002
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	$802,257
Income. Dividends from common stock	2014-06-30	$390,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,565,847
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$158,400
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$211,465
Contract administrator fees	2014-06-30	$12,444
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$12,337,614
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$11,380,282
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	No
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	$17,988,699
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$16,463,797
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2014-06-30	431555780
2013 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$621,923
Total unrealized appreciation/depreciation of assets	2013-06-30	$621,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$3,472,825
Total loss/gain on sale of assets	2013-06-30	$1,422,521
Total of all expenses incurred	2013-06-30	$1,336,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,205,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,075,822
Value of total assets at end of year	2013-06-30	$20,537,351
Value of total assets at beginning of year	2013-06-30	$18,400,808
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$131,230
Total interest from all sources	2013-06-30	$10,660
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$597,439
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	$391,033
Administrative expenses professional fees incurred	2013-06-30	$7,171
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$255,592
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-06-30	$139,213
Other income not declared elsewhere	2013-06-30	$2,110
Administrative expenses (other) incurred	2013-06-30	$32,895
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	$2,136,543
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$20,537,351
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$18,400,808
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	$78,408
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$8,288,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$7,533,903
Income. Interest from corporate debt instruments	2013-06-30	$10,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$553,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$780,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$780,147
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$6
Asset value of US Government securities at end of year	2013-06-30	$104,045
Asset value of US Government securities at beginning of year	2013-06-30	$106,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$-257,650
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	$820,230
Income. Dividends from common stock	2013-06-30	$206,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,065,839
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$211,465
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$343,337
Contract administrator fees	2013-06-30	$12,756
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$11,380,282
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$9,637,256
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	$18,599,432
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$17,176,911
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	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2013-06-30	431555780
2012 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-83,746
Total unrealized appreciation/depreciation of assets	2012-06-30	$-83,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$0
Total income from all sources (including contributions)	2012-06-30	$2,028,521
Total loss/gain on sale of assets	2012-06-30	$36,086
Total of all expenses incurred	2012-06-30	$1,202,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,078,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,673,448
Value of total assets at end of year	2012-06-30	$18,400,808
Value of total assets at beginning of year	2012-06-30	$17,574,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$123,706
Total interest from all sources	2012-06-30	$10,569
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$409,604
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	$272,191
Administrative expenses professional fees incurred	2012-06-30	$6,963
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$54,225
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-06-30	$468,620
Other income not declared elsewhere	2012-06-30	$2,107
Administrative expenses (other) incurred	2012-06-30	$33,882
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	$826,399
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$18,400,808
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$17,574,409
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	$72,151
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$7,533,903
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$7,276,868
Income. Interest from US Government securities	2012-06-30	$2,489
Income. Interest from corporate debt instruments	2012-06-30	$8,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$780,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$823,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$823,368
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$63
Asset value of US Government securities at end of year	2012-06-30	$106,165
Asset value of US Government securities at beginning of year	2012-06-30	$78,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-19,547
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	$1,619,223
Income. Dividends from common stock	2012-06-30	$137,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$609,796
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$343,337
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$235,561
Contract administrator fees	2012-06-30	$10,710
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$9,637,256
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$9,159,635
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	$19,251,530
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$19,215,444
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	Qualified
Accountancy firm name	2012-06-30	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2012-06-30	431555780
2011 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$896,121
Total unrealized appreciation/depreciation of assets	2011-06-30	$896,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$3,803,449
Total loss/gain on sale of assets	2011-06-30	$903,951
Total of all expenses incurred	2011-06-30	$562,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$438,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,172,608
Value of total assets at end of year	2011-06-30	$17,574,409
Value of total assets at beginning of year	2011-06-30	$14,333,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$124,187
Total interest from all sources	2011-06-30	$8,824
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$334,269
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	$248,431
Administrative expenses professional fees incurred	2011-06-30	$11,079
Assets. Corporate prefeered stocks other than exployer securities at end of year	2011-06-30	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2011-06-30	$19,488
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$347,337
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-06-30	$134,795
Other income not declared elsewhere	2011-06-30	$3,745
Administrative expenses (other) incurred	2011-06-30	$35,555
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	$3,241,257
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$17,574,409
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$14,333,152
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	$67,878
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$7,276,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$7,669,581
Income. Interest from US Government securities	2011-06-30	$1,821
Income. Interest from corporate debt instruments	2011-06-30	$6,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$823,368
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$500,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$500,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$48
Asset value of US Government securities at end of year	2011-06-30	$78,977
Asset value of US Government securities at beginning of year	2011-06-30	$77,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$483,931
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	$825,271
Income. Dividends from preferred stock	2011-06-30	$2,494
Income. Dividends from common stock	2011-06-30	$83,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$303,210
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$235,561
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$128,688
Contract administrator fees	2011-06-30	$9,675
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$9,159,635
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$5,937,900
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	$15,202,491
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$14,298,540
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	Qualified
Accountancy firm name	2011-06-30	MICHAEL CUMMINS CPA PC
Accountancy firm EIN	2011-06-30	431555780
2010 : PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0

Form 5500 Responses for PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN

2022: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2022 form 5500 responses
2022-07-01	Type of plan entity	Multi-employer plan
2022-07-01	Submission has been amended	No
2022-07-01	This submission is the final filing	No
2022-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-07-01	Plan is a collectively bargained plan	Yes
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2010: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2007: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2007 form 5500 responses
2007-07-01	Type of plan entity	Multi-employer plan
2007-07-01	Submission has been amended	No
2007-07-01	This submission is the final filing	No
2007-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-07-01	Plan is a collectively bargained plan	Yes
2007-07-01	Plan funding arrangement – Trust	Yes
2007-07-01	Plan benefit arrangement - Trust	Yes
2006: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2006 form 5500 responses
2006-07-01	Type of plan entity	Multi-employer plan
2006-07-01	Submission has been amended	No
2006-07-01	This submission is the final filing	No
2006-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2006-07-01	Plan is a collectively bargained plan	Yes
2006-07-01	Plan funding arrangement – Trust	Yes
2006-07-01	Plan benefit arrangement - Trust	Yes
2005: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2005 form 5500 responses
2005-07-01	Type of plan entity	Multi-employer plan
2005-07-01	Submission has been amended	No
2005-07-01	This submission is the final filing	No
2005-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2005-07-01	Plan is a collectively bargained plan	Yes
2005-07-01	Plan funding arrangement – Trust	Yes
2005-07-01	Plan benefit arrangement - Trust	Yes
2004: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2004 form 5500 responses
2004-07-01	Type of plan entity	Multi-employer plan
2004-07-01	Submission has been amended	No
2004-07-01	This submission is the final filing	No
2004-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2004-07-01	Plan is a collectively bargained plan	Yes
2004-07-01	Plan funding arrangement – Trust	Yes
2004-07-01	Plan benefit arrangement - Trust	Yes
2003: PLUMBERS AND PIPEFITTERS LOCAL 551 PENSION PLAN 2003 form 5500 responses
2003-07-01	Type of plan entity	Multi-employer plan
2003-07-01	Submission has been amended	No
2003-07-01	This submission is the final filing	No
2003-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2003-07-01	Plan is a collectively bargained plan	Yes
2003-07-01	Plan funding arrangement – Trust	Yes
2003-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PLUMBERS AND PIPEFITTERS LOCAL 551
Employer identification number (EIN):	371136405
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors