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PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 401k Plan overview

Plan NamePLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN
Plan identification number 001

PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.

401k Sponsoring company profile

PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN
Employer identification number (EIN):383155388
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTOPHER M. SCOTT, CPAPFS, MST2024-10-09 CHRISTOPHER M. SCOTT, CPAPFS, MST2024-10-09
0012022-01-01CHRISTOPHER M. SCOTT, CPAPFS, MST2023-10-13 CHRISTOPHER M. SCOTT, CPAPFS, MST2023-10-13
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DARRIS GAROUFALIS
0012016-01-01DARRIS GAROUFALIS
0012015-01-01DARRIS GAROUFALIS
0012014-01-01DARRIS GAROUFALIS
0012013-01-01DARRIS GAROUFALIS
0012012-01-01DARRIS GAROUFALIS
0012011-01-01DARRIS GAROUFALIS
0012009-01-01DARRIS GAROUFALIS

Plan Statistics for PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN

401k plan membership statisitcs for PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,462
Total number of active participants reported on line 7a of the Form 55002023-01-01936
Number of retired or separated participants receiving benefits2023-01-01549
Number of other retired or separated participants entitled to future benefits2023-01-017
Total of all active and inactive participants2023-01-011,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,492
Number of participants with account balances2023-01-011,492
Number of employers contributing to the scheme2023-01-01159
2022: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,377
Total number of active participants reported on line 7a of the Form 55002022-01-01875
Number of retired or separated participants receiving benefits2022-01-01580
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-011,462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,462
Number of participants with account balances2022-01-011,462
Number of employers contributing to the scheme2022-01-0197
2021: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,346
Total number of active participants reported on line 7a of the Form 55002021-01-01861
Number of retired or separated participants receiving benefits2021-01-01510
Number of other retired or separated participants entitled to future benefits2021-01-016
Total of all active and inactive participants2021-01-011,377
Total participants2021-01-011,377
Number of participants with account balances2021-01-011,377
Number of employers contributing to the scheme2021-01-0177
2020: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,153
Total number of active participants reported on line 7a of the Form 55002020-01-01863
Number of retired or separated participants receiving benefits2020-01-01480
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-011,346
Total participants2020-01-011,346
Number of participants with account balances2020-01-011,346
Number of employers contributing to the scheme2020-01-0181
2019: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,732
Total number of active participants reported on line 7a of the Form 55002019-01-01687
Number of retired or separated participants receiving benefits2019-01-01587
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-011,277
Total participants2019-01-011,277
Number of participants with account balances2019-01-011,153
Number of employers contributing to the scheme2019-01-0191
2018: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,153
Total number of active participants reported on line 7a of the Form 55002018-01-01687
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-011,043
Total of all active and inactive participants2018-01-011,732
Total participants2018-01-011,732
Number of participants with account balances2018-01-011,732
Number of employers contributing to the scheme2018-01-0176
2017: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,139
Total number of active participants reported on line 7a of the Form 55002017-01-01338
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01815
Total of all active and inactive participants2017-01-011,155
Total participants2017-01-011,155
Number of participants with account balances2017-01-011,153
Number of employers contributing to the scheme2017-01-0124
2016: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,164
Total number of active participants reported on line 7a of the Form 55002016-01-01585
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01552
Total of all active and inactive participants2016-01-011,139
Total participants2016-01-011,139
Number of participants with account balances2016-01-011,139
Number of employers contributing to the scheme2016-01-0176
2015: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,171
Total number of active participants reported on line 7a of the Form 55002015-01-01644
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01519
Total of all active and inactive participants2015-01-011,164
Total participants2015-01-011,164
Number of participants with account balances2015-01-011,164
Number of employers contributing to the scheme2015-01-0181
2014: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,195
Total number of active participants reported on line 7a of the Form 55002014-01-011,120
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0148
Total of all active and inactive participants2014-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-011,171
Number of participants with account balances2014-01-011,171
Number of employers contributing to the scheme2014-01-0174
2013: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,233
Total number of active participants reported on line 7a of the Form 55002013-01-011,146
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-011,195
Number of participants with account balances2013-01-011,195
Number of employers contributing to the scheme2013-01-0180
2012: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,269
Total number of active participants reported on line 7a of the Form 55002012-01-011,186
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-011,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-011,233
Number of participants with account balances2012-01-011,233
Number of employers contributing to the scheme2012-01-0187
2011: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,213
Total number of active participants reported on line 7a of the Form 55002011-01-011,234
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-011,265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-011,269
Number of participants with account balances2011-01-011,269
Number of employers contributing to the scheme2011-01-0173
2009: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,476
Total number of active participants reported on line 7a of the Form 55002009-01-011,340
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-011,364
Total participants2009-01-011,364
Number of participants with account balances2009-01-011,364
Number of employers contributing to the scheme2009-01-0193

Financial Data on PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN

Measure Date Value
2023 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$68,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$54,603
Total income from all sources (including contributions)2023-12-31$15,018,405
Total of all expenses incurred2023-12-31$5,074,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,817,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,598,769
Value of total assets at end of year2023-12-31$74,336,025
Value of total assets at beginning of year2023-12-31$64,377,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$256,446
Total interest from all sources2023-12-31$279,079
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,694,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$5,694,759
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,646,527
Participant contributions at end of year2023-12-31$119,056
Participant contributions at beginning of year2023-12-31$106,932
Assets. Other investments not covered elsewhere at end of year2023-12-31$1,693
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$31,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,021
Other income not declared elsewhere2023-12-31$97,008
Administrative expenses (other) incurred2023-12-31$34,022
Liabilities. Value of operating payables at end of year2023-12-31$37,338
Liabilities. Value of operating payables at beginning of year2023-12-31$53,582
Total non interest bearing cash at end of year2023-12-31$283,915
Total non interest bearing cash at beginning of year2023-12-31$22,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$9,944,335
Value of net assets at end of year (total assets less liabilities)2023-12-31$74,267,427
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$64,323,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$72,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$65,165,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$55,346,746
Interest earned on other investments2023-12-31$151,185
Value of interest in common/collective trusts at end of year2023-12-31$6,103,562
Value of interest in common/collective trusts at beginning of year2023-12-31$6,136,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,500,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$2,633,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$2,633,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$127,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,348,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,952,242
Employer contributions (assets) at end of year2023-12-31$161,639
Employer contributions (assets) at beginning of year2023-12-31$131,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,817,624
Contract administrator fees2023-12-31$107,538
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BULTYNCK & CO., P.L.L.C.
Accountancy firm EIN2023-12-31203920878
2022 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$54,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,109
Total income from all sources (including contributions)2022-12-31$-11,913,188
Total of all expenses incurred2022-12-31$4,908,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,659,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,263,084
Value of total assets at end of year2022-12-31$64,377,695
Value of total assets at beginning of year2022-12-31$81,206,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$248,697
Total interest from all sources2022-12-31$130,978
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$-10,673,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$-10,673,829
Administrative expenses professional fees incurred2022-12-31$23,372
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,565,289
Participant contributions at end of year2022-12-31$106,932
Participant contributions at beginning of year2022-12-31$91,827
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$42,522
Other income not declared elsewhere2022-12-31$64,726
Administrative expenses (other) incurred2022-12-31$47,238
Liabilities. Value of operating payables at end of year2022-12-31$53,582
Liabilities. Value of operating payables at beginning of year2022-12-31$19,587
Total non interest bearing cash at end of year2022-12-31$22,725
Total non interest bearing cash at beginning of year2022-12-31$26,790
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-16,821,771
Value of net assets at end of year (total assets less liabilities)2022-12-31$64,323,092
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,144,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$72,427
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$55,346,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$75,464,647
Interest earned on other investments2022-12-31$98,344
Value of interest in common/collective trusts at end of year2022-12-31$6,136,234
Value of interest in common/collective trusts at beginning of year2022-12-31$5,453,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,633,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$63,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$63,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$32,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,698,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,697,795
Employer contributions (assets) at end of year2022-12-31$131,836
Employer contributions (assets) at beginning of year2022-12-31$107,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,659,886
Contract administrator fees2022-12-31$105,660
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BULTYNCK & CO., P.L.L.C.
Accountancy firm EIN2022-12-31203920878
2021 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$62,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$64,980
Total income from all sources (including contributions)2021-12-31$12,545,159
Total of all expenses incurred2021-12-31$5,573,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,278,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,826,605
Value of total assets at end of year2021-12-31$81,206,972
Value of total assets at beginning of year2021-12-31$74,238,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$294,955
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,333,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$5,333,858
Administrative expenses professional fees incurred2021-12-31$25,324
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,486,130
Amount contributed by the employer to the plan for this plan year2021-12-31$1,486,130
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,340,475
Participant contributions at end of year2021-12-31$91,827
Participant contributions at beginning of year2021-12-31$88,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$42,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$51,729
Other income not declared elsewhere2021-12-31$50,168
Administrative expenses (other) incurred2021-12-31$83,719
Liabilities. Value of operating payables at end of year2021-12-31$19,587
Liabilities. Value of operating payables at beginning of year2021-12-31$13,251
Total non interest bearing cash at end of year2021-12-31$26,790
Total non interest bearing cash at beginning of year2021-12-31$21,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,971,743
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,144,863
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$74,173,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$80,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$75,464,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$67,415,111
Value of interest in common/collective trusts at end of year2021-12-31$5,453,135
Value of interest in common/collective trusts at beginning of year2021-12-31$6,521,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$63,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$63,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$63,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,334,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,486,130
Employer contributions (assets) at end of year2021-12-31$107,401
Employer contributions (assets) at beginning of year2021-12-31$126,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,278,461
Contract administrator fees2021-12-31$105,546
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2021-12-31383629743
2020 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$64,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$21,304
Total income from all sources (including contributions)2020-12-31$13,224,410
Total of all expenses incurred2020-12-31$4,449,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,191,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,515,945
Value of total assets at end of year2020-12-31$74,238,100
Value of total assets at beginning of year2020-12-31$65,419,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$258,266
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,697,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,697,232
Administrative expenses professional fees incurred2020-12-31$34,938
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,247,123
Amount contributed by the employer to the plan for this plan year2020-12-31$1,247,123
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,268,822
Participant contributions at end of year2020-12-31$88,749
Participant contributions at beginning of year2020-12-31$106,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$51,729
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$8,377
Other income not declared elsewhere2020-12-31$167,787
Administrative expenses (other) incurred2020-12-31$37,622
Liabilities. Value of operating payables at end of year2020-12-31$13,251
Liabilities. Value of operating payables at beginning of year2020-12-31$12,927
Total non interest bearing cash at end of year2020-12-31$21,934
Total non interest bearing cash at beginning of year2020-12-31$11,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$8,775,071
Value of net assets at end of year (total assets less liabilities)2020-12-31$74,173,120
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$65,398,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$80,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$67,415,111
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$59,557,742
Value of interest in common/collective trusts at end of year2020-12-31$6,521,585
Value of interest in common/collective trusts at beginning of year2020-12-31$5,568,811
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$63,835
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$72,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$72,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,843,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,247,123
Employer contributions (assets) at end of year2020-12-31$126,886
Employer contributions (assets) at beginning of year2020-12-31$102,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,191,073
Contract administrator fees2020-12-31$105,624
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2020-12-31383629743
2019 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$21,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$17,282
Total income from all sources (including contributions)2019-12-31$13,909,280
Total of all expenses incurred2019-12-31$4,706,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,455,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,273,916
Value of total assets at end of year2019-12-31$65,419,353
Value of total assets at beginning of year2019-12-31$56,212,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$250,348
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,700,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,700,218
Administrative expenses professional fees incurred2019-12-31$24,600
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,059,461
Amount contributed by the employer to the plan for this plan year2019-12-31$1,059,461
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,214,455
Participant contributions at end of year2019-12-31$106,519
Participant contributions at beginning of year2019-12-31$94,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$8,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,506
Other income not declared elsewhere2019-12-31$187,989
Administrative expenses (other) incurred2019-12-31$40,892
Liabilities. Value of operating payables at end of year2019-12-31$12,927
Liabilities. Value of operating payables at beginning of year2019-12-31$13,776
Total non interest bearing cash at end of year2019-12-31$11,113
Total non interest bearing cash at beginning of year2019-12-31$62,949
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,202,960
Value of net assets at end of year (total assets less liabilities)2019-12-31$65,398,049
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$56,195,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$79,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$59,557,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$50,894,443
Value of interest in common/collective trusts at end of year2019-12-31$5,568,811
Value of interest in common/collective trusts at beginning of year2019-12-31$5,021,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$72,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$37,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$37,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,747,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,059,461
Employer contributions (assets) at end of year2019-12-31$102,944
Employer contributions (assets) at beginning of year2019-12-31$101,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,455,972
Contract administrator fees2019-12-31$105,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2019-12-31383629743
2018 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,282
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$23,454
Total income from all sources (including contributions)2018-12-31$-1,607
Total of all expenses incurred2018-12-31$4,727,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,457,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,917,161
Value of total assets at end of year2018-12-31$56,212,371
Value of total assets at beginning of year2018-12-31$60,947,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$270,165
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,533,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,533,133
Administrative expenses professional fees incurred2018-12-31$37,609
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$732,646
Amount contributed by the employer to the plan for this plan year2018-12-31$732,646
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,184,515
Participant contributions at end of year2018-12-31$94,811
Participant contributions at beginning of year2018-12-31$100,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,506
Other income not declared elsewhere2018-12-31$216,473
Administrative expenses (other) incurred2018-12-31$47,530
Liabilities. Value of operating payables at end of year2018-12-31$13,776
Liabilities. Value of operating payables at beginning of year2018-12-31$19,948
Total non interest bearing cash at end of year2018-12-31$62,949
Total non interest bearing cash at beginning of year2018-12-31$30,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,729,456
Value of net assets at end of year (total assets less liabilities)2018-12-31$56,195,089
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$60,924,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$79,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$50,894,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,687,276
Value of interest in common/collective trusts at end of year2018-12-31$5,021,245
Value of interest in common/collective trusts at beginning of year2018-12-31$5,035,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$37,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$80,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$80,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,668,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$732,646
Employer contributions (assets) at end of year2018-12-31$101,533
Employer contributions (assets) at beginning of year2018-12-31$13,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,457,684
Contract administrator fees2018-12-31$105,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2018-12-31383629743
2017 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$23,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$27,960
Total income from all sources (including contributions)2017-12-31$10,440,124
Total of all expenses incurred2017-12-31$3,467,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,247,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,177,261
Value of total assets at end of year2017-12-31$60,947,999
Value of total assets at beginning of year2017-12-31$53,979,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$219,703
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,664,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,664,071
Administrative expenses professional fees incurred2017-12-31$25,240
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$169,276
Amount contributed by the employer to the plan for this plan year2017-12-31$169,276
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,007,985
Participant contributions at end of year2017-12-31$100,864
Participant contributions at beginning of year2017-12-31$74,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$3,506
Other income not declared elsewhere2017-12-31$162,079
Administrative expenses (other) incurred2017-12-31$33,888
Liabilities. Value of operating payables at end of year2017-12-31$19,948
Liabilities. Value of operating payables at beginning of year2017-12-31$24,454
Total non interest bearing cash at end of year2017-12-31$30,515
Total non interest bearing cash at beginning of year2017-12-31$-28,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,972,874
Value of net assets at end of year (total assets less liabilities)2017-12-31$60,924,545
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$53,951,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,687,276
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,561,410
Value of interest in common/collective trusts at end of year2017-12-31$5,035,171
Value of interest in common/collective trusts at beginning of year2017-12-31$5,234,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$80,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$120,924
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$120,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,436,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$169,276
Employer contributions (assets) at end of year2017-12-31$13,195
Employer contributions (assets) at beginning of year2017-12-31$18,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,247,547
Contract administrator fees2017-12-31$105,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN2017-12-31383629743
2016 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$27,960
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$20,555
Total income from all sources (including contributions)2016-12-31$4,129,492
Total loss/gain on sale of assets2016-12-31$-979,164
Total of all expenses incurred2016-12-31$3,324,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,116,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,377,988
Value of total assets at end of year2016-12-31$53,979,631
Value of total assets at beginning of year2016-12-31$53,166,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$207,637
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$861,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$861,317
Administrative expenses professional fees incurred2016-12-31$22,525
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$817,298
Participant contributions at end of year2016-12-31$74,046
Participant contributions at beginning of year2016-12-31$59,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$3,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,506
Other income not declared elsewhere2016-12-31$158,875
Administrative expenses (other) incurred2016-12-31$25,261
Liabilities. Value of operating payables at end of year2016-12-31$24,454
Liabilities. Value of operating payables at beginning of year2016-12-31$17,049
Total non interest bearing cash at end of year2016-12-31$-28,982
Total non interest bearing cash at beginning of year2016-12-31$-3,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$805,419
Value of net assets at end of year (total assets less liabilities)2016-12-31$53,951,671
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,146,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,561,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$47,495,801
Value of interest in common/collective trusts at end of year2016-12-31$5,234,121
Value of interest in common/collective trusts at beginning of year2016-12-31$5,177,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$120,924
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$285,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$285,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,710,476
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$560,690
Employer contributions (assets) at end of year2016-12-31$18,112
Employer contributions (assets) at beginning of year2016-12-31$152,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,116,436
Contract administrator fees2016-12-31$104,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$11,807,066
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,786,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN2016-12-31383629743
2015 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$20,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,631
Total income from all sources (including contributions)2015-12-31$2,702,893
Total loss/gain on sale of assets2015-12-31$7,440,366
Total of all expenses incurred2015-12-31$2,566,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,369,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,826,282
Value of total assets at end of year2015-12-31$53,166,807
Value of total assets at beginning of year2015-12-31$53,013,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$196,921
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,702,024
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,702,024
Administrative expenses professional fees incurred2015-12-31$30,155
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$679,694
Participant contributions at end of year2015-12-31$59,919
Participant contributions at beginning of year2015-12-31$56,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,506
Other income not declared elsewhere2015-12-31$295,787
Administrative expenses (other) incurred2015-12-31$26,485
Liabilities. Value of operating payables at end of year2015-12-31$17,049
Liabilities. Value of operating payables at beginning of year2015-12-31$3,631
Total non interest bearing cash at end of year2015-12-31$-3,849
Total non interest bearing cash at beginning of year2015-12-31$28,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$136,736
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,146,252
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$53,009,516
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$55,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$47,495,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,754,590
Value of interest in common/collective trusts at end of year2015-12-31$5,177,131
Value of interest in common/collective trusts at beginning of year2015-12-31$4,712,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$285,224
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,363,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,363,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-8,561,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,146,588
Employer contributions (assets) at end of year2015-12-31$152,581
Employer contributions (assets) at beginning of year2015-12-31$98,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,369,236
Contract administrator fees2015-12-31$85,281
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$69,812,602
Aggregate carrying amount (costs) on sale of assets2015-12-31$62,372,236
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN2015-12-31383629743
2014 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,400
Total income from all sources (including contributions)2014-12-31$4,403,190
Total loss/gain on sale of assets2014-12-31$1,162,860
Total of all expenses incurred2014-12-31$3,851,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,717,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,499,020
Value of total assets at end of year2014-12-31$53,013,147
Value of total assets at beginning of year2014-12-31$52,464,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$133,887
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,974,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,974,290
Administrative expenses professional fees incurred2014-12-31$23,897
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$568,382
Participant contributions at end of year2014-12-31$56,239
Participant contributions at beginning of year2014-12-31$47,403
Other income not declared elsewhere2014-12-31$50,000
Administrative expenses (other) incurred2014-12-31$77,124
Liabilities. Value of operating payables at end of year2014-12-31$3,631
Liabilities. Value of operating payables at beginning of year2014-12-31$6,400
Total non interest bearing cash at end of year2014-12-31$28,302
Total non interest bearing cash at beginning of year2014-12-31$98,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$551,602
Value of net assets at end of year (total assets less liabilities)2014-12-31$53,009,516
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,457,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,754,590
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$45,131,251
Value of interest in common/collective trusts at end of year2014-12-31$4,712,124
Value of interest in common/collective trusts at beginning of year2014-12-31$4,626,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,363,218
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,476,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,476,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,282,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$930,638
Employer contributions (assets) at end of year2014-12-31$98,674
Employer contributions (assets) at beginning of year2014-12-31$82,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,717,701
Contract administrator fees2014-12-31$32,866
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$16,375,169
Aggregate carrying amount (costs) on sale of assets2014-12-31$15,212,309
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WALTER, BOESKY & ASSOCIATES, P.C.
Accountancy firm EIN2014-12-31383629743
2013 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,400
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,159
Total income from all sources (including contributions)2013-12-31$9,305,884
Total of all expenses incurred2013-12-31$2,915,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,772,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,448,539
Value of total assets at end of year2013-12-31$52,464,314
Value of total assets at beginning of year2013-12-31$46,074,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$143,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$34,066
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$528,582
Participant contributions at end of year2013-12-31$47,403
Participant contributions at beginning of year2013-12-31$44,630
Administrative expenses (other) incurred2013-12-31$76,600
Liabilities. Value of operating payables at end of year2013-12-31$6,400
Liabilities. Value of operating payables at beginning of year2013-12-31$7,159
Total non interest bearing cash at end of year2013-12-31$98,938
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,390,153
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,457,914
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,067,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$45,131,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,957,851
Value of interest in common/collective trusts at end of year2013-12-31$4,626,869
Value of interest in common/collective trusts at beginning of year2013-12-31$4,766,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,476,865
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$230,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$230,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,826,884
Net investment gain or loss from common/collective trusts2013-12-31$30,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$919,957
Employer contributions (assets) at end of year2013-12-31$82,988
Employer contributions (assets) at beginning of year2013-12-31$75,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,772,399
Contract administrator fees2013-12-31$32,666
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2013-12-31383629743
2012 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,878
Total income from all sources (including contributions)2012-12-31$5,951,791
Total of all expenses incurred2012-12-31$2,841,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,692,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,578,104
Value of total assets at end of year2012-12-31$46,074,920
Value of total assets at beginning of year2012-12-31$42,967,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$149,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$49,602
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$582,646
Participant contributions at end of year2012-12-31$44,630
Participant contributions at beginning of year2012-12-31$61,647
Administrative expenses (other) incurred2012-12-31$67,862
Liabilities. Value of operating payables at end of year2012-12-31$7,159
Liabilities. Value of operating payables at beginning of year2012-12-31$9,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,110,152
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,067,761
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,957,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,957,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,753,881
Value of interest in common/collective trusts at end of year2012-12-31$4,766,373
Value of interest in common/collective trusts at beginning of year2012-12-31$4,698,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$230,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$345,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$345,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,326,726
Net investment gain or loss from common/collective trusts2012-12-31$46,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$995,458
Employer contributions (assets) at end of year2012-12-31$75,175
Employer contributions (assets) at beginning of year2012-12-31$107,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,692,562
Contract administrator fees2012-12-31$31,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WALTER, BOESKY & ASSOCIATES P.C.
Accountancy firm EIN2012-12-31383629743
2011 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$24,995
Total income from all sources (including contributions)2011-12-31$796,607
Total of all expenses incurred2011-12-31$2,528,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,411,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,325,215
Value of total assets at end of year2011-12-31$42,967,487
Value of total assets at beginning of year2011-12-31$44,714,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$117,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$27,522
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$642,243
Participant contributions at end of year2011-12-31$61,647
Participant contributions at beginning of year2011-12-31$55,291
Administrative expenses (other) incurred2011-12-31$58,782
Liabilities. Value of operating payables at end of year2011-12-31$9,878
Liabilities. Value of operating payables at beginning of year2011-12-31$24,995
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,731,768
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,957,609
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$44,689,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,753,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$39,124,553
Value of interest in common/collective trusts at end of year2011-12-31$4,698,890
Value of interest in common/collective trusts at beginning of year2011-12-31$5,093,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$345,184
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$416,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$416,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-528,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$682,972
Employer contributions (assets) at end of year2011-12-31$107,885
Employer contributions (assets) at beginning of year2011-12-31$25,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,411,103
Contract administrator fees2011-12-31$30,968
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2011-12-31383629743
2010 : PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,450
Total income from all sources (including contributions)2010-12-31$5,132,392
Total of all expenses incurred2010-12-31$7,239,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,133,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$591,240
Value of total assets at end of year2010-12-31$44,714,372
Value of total assets at beginning of year2010-12-31$46,801,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$106,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$27,159
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$438,683
Participant contributions at end of year2010-12-31$55,291
Participant contributions at beginning of year2010-12-31$64,660
Administrative expenses (other) incurred2010-12-31$49,048
Liabilities. Value of operating payables at end of year2010-12-31$24,995
Liabilities. Value of operating payables at beginning of year2010-12-31$5,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-2,107,042
Value of net assets at end of year (total assets less liabilities)2010-12-31$44,689,377
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$46,796,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$39,124,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$46,286,052
Value of interest in common/collective trusts at end of year2010-12-31$5,093,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$416,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$423,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$423,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,541,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$152,557
Employer contributions (assets) at end of year2010-12-31$25,125
Employer contributions (assets) at beginning of year2010-12-31$27,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,133,139
Contract administrator fees2010-12-31$30,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WALTER, BOESKY & ASSOCIATES PC
Accountancy firm EIN2010-12-31383629743

Form 5500 Responses for PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN

2023: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS LOCAL NO 98 DEFINED CONTRIBUTION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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