IBEW LOCAL NO. 13 & SOUTHEAST IOWA DIV.OF NECA JOINT BOARD OF TRUSTEE has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : IBEW LOCAL 13 RETIREMENT PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $12,369 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-05-31 | $13,470 |
| Total income from all sources (including contributions) | 2023-05-31 | $3,620,005 |
| Total of all expenses incurred | 2023-05-31 | $4,665,162 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-05-31 | $4,574,741 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-05-31 | $3,545,796 |
| Value of total assets at end of year | 2023-05-31 | $47,694,357 |
| Value of total assets at beginning of year | 2023-05-31 | $48,740,615 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-05-31 | $90,421 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-05-31 | $1,307,379 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-05-31 | $1,307,379 |
| Administrative expenses professional fees incurred | 2023-05-31 | $44,612 |
| Was this plan covered by a fidelity bond | 2023-05-31 | Yes |
| Value of fidelity bond cover | 2023-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-05-31 | $159,572 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-05-31 | $144,158 |
| Administrative expenses (other) incurred | 2023-05-31 | $19,674 |
| Liabilities. Value of operating payables at end of year | 2023-05-31 | $12,369 |
| Liabilities. Value of operating payables at beginning of year | 2023-05-31 | $13,470 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net income/loss | 2023-05-31 | $-1,045,157 |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $47,681,988 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-05-31 | $48,727,145 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Investment advisory and management fees | 2023-05-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-05-31 | $44,188,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-05-31 | $44,543,776 |
| Value of interest in common/collective trusts at end of year | 2023-05-31 | $2,855,698 |
| Value of interest in common/collective trusts at beginning of year | 2023-05-31 | $3,608,068 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-05-31 | $234,917 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-05-31 | $224,476 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-05-31 | $224,476 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-05-31 | $-1,325,856 |
| Net investment gain or loss from common/collective trusts | 2023-05-31 | $92,686 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Contributions received in cash from employer | 2023-05-31 | $3,545,796 |
| Employer contributions (assets) at end of year | 2023-05-31 | $253,470 |
| Employer contributions (assets) at beginning of year | 2023-05-31 | $217,949 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-05-31 | $4,574,741 |
| Contract administrator fees | 2023-05-31 | $14,135 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-05-31 | $2,088 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-05-31 | $2,188 |
| Did the plan have assets held for investment | 2023-05-31 | 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 | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-05-31 | Unqualified |
| Accountancy firm name | 2023-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2023-05-31 | 470836395 |
| 2022 : IBEW LOCAL 13 RETIREMENT PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $13,470 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-05-31 | $28,333 |
| Total income from all sources (including contributions) | 2022-05-31 | $1,271,702 |
| Total of all expenses incurred | 2022-05-31 | $3,331,449 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-31 | $3,254,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-31 | $3,379,243 |
| Value of total assets at end of year | 2022-05-31 | $48,740,615 |
| Value of total assets at beginning of year | 2022-05-31 | $50,815,225 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-31 | $77,223 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-05-31 | $2,454,026 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-05-31 | $2,454,026 |
| Administrative expenses professional fees incurred | 2022-05-31 | $33,210 |
| Was this plan covered by a fidelity bond | 2022-05-31 | Yes |
| Value of fidelity bond cover | 2022-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2022-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2022-05-31 | $3,208,335 |
| Amount contributed by the employer to the plan for this plan year | 2022-05-31 | $3,208,335 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-05-31 | $170,908 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-05-31 | $144,158 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-05-31 | $91,807 |
| Administrative expenses (other) incurred | 2022-05-31 | $18,538 |
| Liabilities. Value of operating payables at end of year | 2022-05-31 | $13,470 |
| Liabilities. Value of operating payables at beginning of year | 2022-05-31 | $28,333 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net income/loss | 2022-05-31 | $-2,059,747 |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $48,727,145 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-05-31 | $50,786,892 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Investment advisory and management fees | 2022-05-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-31 | $44,543,776 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-31 | $46,801,869 |
| Value of interest in common/collective trusts at end of year | 2022-05-31 | $3,608,068 |
| Value of interest in common/collective trusts at beginning of year | 2022-05-31 | $3,541,839 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-31 | $224,476 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-31 | $194,284 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-31 | $194,284 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-31 | $-4,634,247 |
| Net investment gain or loss from common/collective trusts | 2022-05-31 | $72,680 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Contributions received in cash from employer | 2022-05-31 | $3,208,335 |
| Employer contributions (assets) at end of year | 2022-05-31 | $217,949 |
| Employer contributions (assets) at beginning of year | 2022-05-31 | $183,071 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-31 | $3,254,226 |
| Contract administrator fees | 2022-05-31 | $13,475 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-05-31 | $2,188 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-05-31 | $2,355 |
| Did the plan have assets held for investment | 2022-05-31 | 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 | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-05-31 | Unqualified |
| Accountancy firm name | 2022-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2022-05-31 | 470836395 |
| 2021 : IBEW LOCAL 13 RETIREMENT PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $28,333 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-05-31 | $31,291 |
| Total income from all sources (including contributions) | 2021-05-31 | $14,934,382 |
| Total of all expenses incurred | 2021-05-31 | $1,897,412 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-31 | $1,828,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-31 | $2,791,481 |
| Value of total assets at end of year | 2021-05-31 | $50,815,225 |
| Value of total assets at beginning of year | 2021-05-31 | $37,781,213 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-31 | $68,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-05-31 | $1,455,636 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-05-31 | $1,455,636 |
| Administrative expenses professional fees incurred | 2021-05-31 | $22,334 |
| Was this plan covered by a fidelity bond | 2021-05-31 | Yes |
| Value of fidelity bond cover | 2021-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2021-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-05-31 | $2,791,481 |
| Amount contributed by the employer to the plan for this plan year | 2021-05-31 | $2,791,481 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-05-31 | $600,037 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-05-31 | $91,807 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-05-31 | $71,204 |
| Other income not declared elsewhere | 2021-05-31 | $440 |
| Administrative expenses (other) incurred | 2021-05-31 | $21,209 |
| Liabilities. Value of operating payables at end of year | 2021-05-31 | $28,333 |
| Liabilities. Value of operating payables at beginning of year | 2021-05-31 | $31,291 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-31 | No |
| Value of net income/loss | 2021-05-31 | $13,036,970 |
| Value of net assets at end of year (total assets less liabilities) | 2021-05-31 | $50,786,892 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-05-31 | $37,749,922 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-05-31 | No |
| Investment advisory and management fees | 2021-05-31 | $12,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-31 | $46,801,869 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-31 | $33,479,756 |
| Value of interest in common/collective trusts at end of year | 2021-05-31 | $3,541,839 |
| Value of interest in common/collective trusts at beginning of year | 2021-05-31 | $3,716,239 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-31 | $194,284 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-31 | $359,388 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-31 | $359,388 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-05-31 | $10,606,471 |
| Net investment gain or loss from common/collective trusts | 2021-05-31 | $80,354 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-05-31 | No |
| Contributions received in cash from employer | 2021-05-31 | $2,191,444 |
| Employer contributions (assets) at end of year | 2021-05-31 | $183,071 |
| Employer contributions (assets) at beginning of year | 2021-05-31 | $152,104 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-31 | $1,828,879 |
| Contract administrator fees | 2021-05-31 | $12,990 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-05-31 | $2,355 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-05-31 | $2,522 |
| Did the plan have assets held for investment | 2021-05-31 | 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 | 2021-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-05-31 | Unqualified |
| Accountancy firm name | 2021-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2021-05-31 | 470836395 |
| 2020 : IBEW LOCAL 13 RETIREMENT PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $31,291 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $31,291 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $26,371 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-05-31 | $26,371 |
| Total income from all sources (including contributions) | 2020-05-31 | $4,500,252 |
| Total income from all sources (including contributions) | 2020-05-31 | $4,500,252 |
| Total of all expenses incurred | 2020-05-31 | $1,574,117 |
| Total of all expenses incurred | 2020-05-31 | $1,574,117 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $1,485,376 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-31 | $1,485,376 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $2,673,953 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-31 | $2,673,953 |
| Value of total assets at end of year | 2020-05-31 | $37,781,213 |
| Value of total assets at end of year | 2020-05-31 | $37,781,213 |
| Value of total assets at beginning of year | 2020-05-31 | $34,850,158 |
| Value of total assets at beginning of year | 2020-05-31 | $34,850,158 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $88,741 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-31 | $88,741 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $1,028,978 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-05-31 | $1,028,978 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $1,028,978 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-05-31 | $1,028,978 |
| Administrative expenses professional fees incurred | 2020-05-31 | $39,668 |
| Administrative expenses professional fees incurred | 2020-05-31 | $39,668 |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Was this plan covered by a fidelity bond | 2020-05-31 | Yes |
| Value of fidelity bond cover | 2020-05-31 | $500,000 |
| Value of fidelity bond cover | 2020-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2020-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-05-31 | $2,673,953 |
| Amount contributed by the employer to the plan for this plan year | 2020-05-31 | $2,673,953 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-05-31 | $496,346 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-05-31 | $496,346 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $71,204 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-05-31 | $71,204 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $57,095 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-05-31 | $57,095 |
| Administrative expenses (other) incurred | 2020-05-31 | $24,644 |
| Administrative expenses (other) incurred | 2020-05-31 | $24,644 |
| Liabilities. Value of operating payables at end of year | 2020-05-31 | $31,291 |
| Liabilities. Value of operating payables at end of year | 2020-05-31 | $31,291 |
| Liabilities. Value of operating payables at beginning of year | 2020-05-31 | $26,371 |
| Liabilities. Value of operating payables at beginning of year | 2020-05-31 | $26,371 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-31 | No |
| Value of net income/loss | 2020-05-31 | $2,926,135 |
| Value of net income/loss | 2020-05-31 | $2,926,135 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $37,749,922 |
| Value of net assets at end of year (total assets less liabilities) | 2020-05-31 | $37,749,922 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $34,823,787 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-05-31 | $34,823,787 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-05-31 | No |
| Investment advisory and management fees | 2020-05-31 | $11,834 |
| Investment advisory and management fees | 2020-05-31 | $11,834 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $33,479,756 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-31 | $33,479,756 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $30,461,922 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-31 | $30,461,922 |
| Value of interest in common/collective trusts at end of year | 2020-05-31 | $3,716,239 |
| Value of interest in common/collective trusts at end of year | 2020-05-31 | $3,716,239 |
| Value of interest in common/collective trusts at beginning of year | 2020-05-31 | $3,920,655 |
| Value of interest in common/collective trusts at beginning of year | 2020-05-31 | $3,920,655 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $359,388 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-31 | $359,388 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $186,999 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $186,999 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-31 | $186,999 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-31 | $186,999 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $762,476 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-05-31 | $762,476 |
| Net investment gain or loss from common/collective trusts | 2020-05-31 | $34,845 |
| Net investment gain or loss from common/collective trusts | 2020-05-31 | $34,845 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-05-31 | No |
| Contributions received in cash from employer | 2020-05-31 | $2,177,607 |
| Contributions received in cash from employer | 2020-05-31 | $2,177,607 |
| Employer contributions (assets) at end of year | 2020-05-31 | $152,104 |
| Employer contributions (assets) at end of year | 2020-05-31 | $152,104 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $221,334 |
| Employer contributions (assets) at beginning of year | 2020-05-31 | $221,334 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $1,485,376 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-31 | $1,485,376 |
| Contract administrator fees | 2020-05-31 | $12,595 |
| Contract administrator fees | 2020-05-31 | $12,595 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-05-31 | $2,522 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-05-31 | $2,522 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-05-31 | $2,153 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-05-31 | $2,153 |
| Did the plan have assets held for investment | 2020-05-31 | Yes |
| Did the plan have assets held for investment | 2020-05-31 | 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 | 2020-05-31 | No |
| 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 | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2020-05-31 | Unqualified |
| Accountancy firm name | 2020-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm name | 2020-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2020-05-31 | 470836395 |
| Accountancy firm EIN | 2020-05-31 | 470836395 |
| 2019 : IBEW LOCAL 13 RETIREMENT PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $26,371 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-05-31 | $35,772 |
| Total income from all sources (including contributions) | 2019-05-31 | $3,552,586 |
| Total of all expenses incurred | 2019-05-31 | $1,711,350 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-31 | $1,615,092 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-31 | $2,780,173 |
| Value of total assets at end of year | 2019-05-31 | $34,850,158 |
| Value of total assets at beginning of year | 2019-05-31 | $33,018,323 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-31 | $96,258 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-05-31 | $536,681 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-05-31 | $536,681 |
| Administrative expenses professional fees incurred | 2019-05-31 | $27,287 |
| Was this plan covered by a fidelity bond | 2019-05-31 | Yes |
| Value of fidelity bond cover | 2019-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2019-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-05-31 | $2,780,173 |
| Amount contributed by the employer to the plan for this plan year | 2019-05-31 | $2,780,173 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-05-31 | $404,559 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-05-31 | $57,095 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-05-31 | $76,182 |
| Other income not declared elsewhere | 2019-05-31 | $492 |
| Administrative expenses (other) incurred | 2019-05-31 | $46,796 |
| Liabilities. Value of operating payables at end of year | 2019-05-31 | $26,371 |
| Liabilities. Value of operating payables at beginning of year | 2019-05-31 | $35,772 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-31 | No |
| Value of net income/loss | 2019-05-31 | $1,841,236 |
| Value of net assets at end of year (total assets less liabilities) | 2019-05-31 | $34,823,787 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-05-31 | $32,982,551 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-05-31 | No |
| Investment advisory and management fees | 2019-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-31 | $30,461,922 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-31 | $28,389,923 |
| Value of interest in common/collective trusts at end of year | 2019-05-31 | $3,920,655 |
| Value of interest in common/collective trusts at beginning of year | 2019-05-31 | $4,007,718 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-31 | $186,999 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-31 | $344,905 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-31 | $344,905 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-05-31 | $168,500 |
| Net investment gain or loss from common/collective trusts | 2019-05-31 | $66,740 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-05-31 | No |
| Contributions received in cash from employer | 2019-05-31 | $2,375,614 |
| Employer contributions (assets) at end of year | 2019-05-31 | $221,334 |
| Employer contributions (assets) at beginning of year | 2019-05-31 | $197,268 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-31 | $1,615,092 |
| Contract administrator fees | 2019-05-31 | $12,175 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-05-31 | $2,153 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-05-31 | $2,327 |
| Did the plan have assets held for investment | 2019-05-31 | 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 | 2019-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-05-31 | Unqualified |
| Accountancy firm name | 2019-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2019-05-31 | 470836395 |
| 2018 : IBEW LOCAL 13 RETIREMENT PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $35,772 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-05-31 | $18,958 |
| Total income from all sources (including contributions) | 2018-05-31 | $5,753,354 |
| Total of all expenses incurred | 2018-05-31 | $1,325,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-31 | $1,190,107 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-31 | $2,601,799 |
| Value of total assets at end of year | 2018-05-31 | $33,018,323 |
| Value of total assets at beginning of year | 2018-05-31 | $28,574,113 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-31 | $135,851 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-05-31 | $459,882 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-05-31 | $459,882 |
| Administrative expenses professional fees incurred | 2018-05-31 | $32,525 |
| Was this plan covered by a fidelity bond | 2018-05-31 | Yes |
| Value of fidelity bond cover | 2018-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2018-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-05-31 | $2,601,799 |
| Amount contributed by the employer to the plan for this plan year | 2018-05-31 | $2,601,799 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-05-31 | $348,568 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-05-31 | $76,182 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-05-31 | $45,756 |
| Administrative expenses (other) incurred | 2018-05-31 | $81,501 |
| Liabilities. Value of operating payables at end of year | 2018-05-31 | $35,772 |
| Liabilities. Value of operating payables at beginning of year | 2018-05-31 | $18,958 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-31 | No |
| Value of net income/loss | 2018-05-31 | $4,427,396 |
| Value of net assets at end of year (total assets less liabilities) | 2018-05-31 | $32,982,551 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-05-31 | $28,555,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-05-31 | No |
| Investment advisory and management fees | 2018-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-31 | $28,389,923 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-31 | $23,926,505 |
| Value of interest in common/collective trusts at end of year | 2018-05-31 | $4,007,718 |
| Value of interest in common/collective trusts at beginning of year | 2018-05-31 | $4,251,265 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-31 | $344,905 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-31 | $152,865 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-31 | $152,865 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-05-31 | $2,633,610 |
| Net investment gain or loss from common/collective trusts | 2018-05-31 | $58,063 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-05-31 | No |
| Contributions received in cash from employer | 2018-05-31 | $2,253,231 |
| Employer contributions (assets) at end of year | 2018-05-31 | $197,268 |
| Employer contributions (assets) at beginning of year | 2018-05-31 | $195,215 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-31 | $1,190,107 |
| Contract administrator fees | 2018-05-31 | $11,825 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-05-31 | $2,327 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-05-31 | $2,507 |
| Did the plan have assets held for investment | 2018-05-31 | 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 | 2018-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-05-31 | Unqualified |
| Accountancy firm name | 2018-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2018-05-31 | 470836395 |
| 2017 : IBEW LOCAL 13 RETIREMENT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $18,958 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-31 | $30,583 |
| Total income from all sources (including contributions) | 2017-05-31 | $5,564,188 |
| Total of all expenses incurred | 2017-05-31 | $1,622,595 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-31 | $1,506,565 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-31 | $2,451,682 |
| Value of total assets at end of year | 2017-05-31 | $28,574,113 |
| Value of total assets at beginning of year | 2017-05-31 | $24,644,145 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-31 | $116,030 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-05-31 | $409,911 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-05-31 | $409,911 |
| Administrative expenses professional fees incurred | 2017-05-31 | $23,708 |
| Was this plan covered by a fidelity bond | 2017-05-31 | Yes |
| Value of fidelity bond cover | 2017-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2017-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-05-31 | $2,451,682 |
| Amount contributed by the employer to the plan for this plan year | 2017-05-31 | $2,451,682 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-05-31 | $219,312 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-05-31 | $45,756 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-05-31 | $36,530 |
| Administrative expenses (other) incurred | 2017-05-31 | $70,832 |
| Liabilities. Value of operating payables at end of year | 2017-05-31 | $18,958 |
| Liabilities. Value of operating payables at beginning of year | 2017-05-31 | $30,583 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-31 | No |
| Value of net income/loss | 2017-05-31 | $3,941,593 |
| Value of net assets at end of year (total assets less liabilities) | 2017-05-31 | $28,555,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-05-31 | $24,613,562 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-05-31 | No |
| Investment advisory and management fees | 2017-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-31 | $23,926,505 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-31 | $19,341,277 |
| Value of interest in common/collective trusts at end of year | 2017-05-31 | $4,251,265 |
| Value of interest in common/collective trusts at beginning of year | 2017-05-31 | $4,748,691 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-31 | $152,865 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-31 | $335,488 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-31 | $335,488 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-05-31 | $2,633,894 |
| Net investment gain or loss from common/collective trusts | 2017-05-31 | $68,701 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-05-31 | No |
| Contributions received in cash from employer | 2017-05-31 | $2,232,370 |
| Employer contributions (assets) at end of year | 2017-05-31 | $195,215 |
| Employer contributions (assets) at beginning of year | 2017-05-31 | $180,002 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-31 | $1,506,565 |
| Contract administrator fees | 2017-05-31 | $11,490 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-05-31 | $2,507 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-05-31 | $2,157 |
| Did the plan have assets held for investment | 2017-05-31 | 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 | 2017-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-05-31 | Unqualified |
| Accountancy firm name | 2017-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2017-05-31 | 470836395 |
| 2016 : IBEW LOCAL 13 RETIREMENT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $30,583 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-31 | $52,430 |
| Total income from all sources (including contributions) | 2016-05-31 | $1,985,952 |
| Total of all expenses incurred | 2016-05-31 | $907,273 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-31 | $777,542 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-31 | $2,480,573 |
| Value of total assets at end of year | 2016-05-31 | $24,644,145 |
| Value of total assets at beginning of year | 2016-05-31 | $23,587,313 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-31 | $129,731 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-05-31 | $320,592 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-05-31 | $320,592 |
| Administrative expenses professional fees incurred | 2016-05-31 | $40,259 |
| Was this plan covered by a fidelity bond | 2016-05-31 | Yes |
| Value of fidelity bond cover | 2016-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2016-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-05-31 | $2,480,573 |
| Amount contributed by the employer to the plan for this plan year | 2016-05-31 | $2,480,573 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-05-31 | $196,664 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-05-31 | $36,530 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-05-31 | $30,851 |
| Administrative expenses (other) incurred | 2016-05-31 | $68,289 |
| Liabilities. Value of operating payables at end of year | 2016-05-31 | $30,583 |
| Liabilities. Value of operating payables at beginning of year | 2016-05-31 | $52,430 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-31 | No |
| Value of net income/loss | 2016-05-31 | $1,078,679 |
| Value of net assets at end of year (total assets less liabilities) | 2016-05-31 | $24,613,562 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-05-31 | $23,534,883 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-05-31 | No |
| Investment advisory and management fees | 2016-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-31 | $19,341,277 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-31 | $18,760,889 |
| Value of interest in common/collective trusts at end of year | 2016-05-31 | $4,748,691 |
| Value of interest in common/collective trusts at beginning of year | 2016-05-31 | $4,469,677 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-31 | $335,488 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-31 | $115,812 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-31 | $115,812 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-05-31 | $-882,915 |
| Net investment gain or loss from common/collective trusts | 2016-05-31 | $67,702 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-05-31 | No |
| Contributions received in cash from employer | 2016-05-31 | $2,283,909 |
| Employer contributions (assets) at end of year | 2016-05-31 | $180,002 |
| Employer contributions (assets) at beginning of year | 2016-05-31 | $207,729 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-31 | $777,542 |
| Contract administrator fees | 2016-05-31 | $11,183 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-05-31 | $2,157 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-05-31 | $2,355 |
| Did the plan have assets held for investment | 2016-05-31 | 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 | 2016-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-05-31 | Unqualified |
| Accountancy firm name | 2016-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2016-05-31 | 470836395 |
| 2015 : IBEW LOCAL 13 RETIREMENT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $52,430 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-05-31 | $110,941 |
| Total income from all sources (including contributions) | 2015-05-31 | $3,696,517 |
| Total of all expenses incurred | 2015-05-31 | $1,794,113 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-31 | $1,637,643 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-31 | $2,429,164 |
| Value of total assets at end of year | 2015-05-31 | $23,587,313 |
| Value of total assets at beginning of year | 2015-05-31 | $21,743,420 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-31 | $156,470 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-05-31 | $326,553 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-05-31 | $326,553 |
| Administrative expenses professional fees incurred | 2015-05-31 | $43,193 |
| Was this plan covered by a fidelity bond | 2015-05-31 | Yes |
| Value of fidelity bond cover | 2015-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2015-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-05-31 | $2,237,539 |
| Amount contributed by the employer to the plan for this plan year | 2015-05-31 | $2,237,539 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-05-31 | $191,625 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-05-31 | $30,851 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-05-31 | $31,389 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-05-31 | $1,201 |
| Other income not declared elsewhere | 2015-05-31 | $47 |
| Administrative expenses (other) incurred | 2015-05-31 | $92,365 |
| Liabilities. Value of operating payables at end of year | 2015-05-31 | $52,430 |
| Liabilities. Value of operating payables at beginning of year | 2015-05-31 | $109,740 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-31 | No |
| Value of net income/loss | 2015-05-31 | $1,902,404 |
| Value of net assets at end of year (total assets less liabilities) | 2015-05-31 | $23,534,883 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-05-31 | $21,632,479 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-05-31 | No |
| Investment advisory and management fees | 2015-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-31 | $18,760,889 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-31 | $16,188,652 |
| Value of interest in common/collective trusts at end of year | 2015-05-31 | $4,469,677 |
| Value of interest in common/collective trusts at beginning of year | 2015-05-31 | $4,977,391 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-31 | $115,812 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-31 | $281,579 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-31 | $281,579 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-05-31 | $874,118 |
| Net investment gain or loss from common/collective trusts | 2015-05-31 | $66,635 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-05-31 | No |
| Contributions received in cash from employer | 2015-05-31 | $2,237,539 |
| Employer contributions (assets) at end of year | 2015-05-31 | $207,729 |
| Employer contributions (assets) at beginning of year | 2015-05-31 | $261,929 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-31 | $1,637,643 |
| Contract administrator fees | 2015-05-31 | $10,912 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-05-31 | $2,355 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-05-31 | $2,480 |
| Did the plan have assets held for investment | 2015-05-31 | 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 | 2015-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-05-31 | Unqualified |
| Accountancy firm name | 2015-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2015-05-31 | 470836395 |
| 2014 : IBEW LOCAL 13 RETIREMENT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $110,941 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-05-31 | $188,617 |
| Total income from all sources (including contributions) | 2014-05-31 | $3,973,748 |
| Total of all expenses incurred | 2014-05-31 | $1,163,631 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-31 | $1,033,073 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-31 | $1,835,839 |
| Value of total assets at end of year | 2014-05-31 | $21,743,420 |
| Value of total assets at beginning of year | 2014-05-31 | $19,010,979 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-31 | $130,558 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-05-31 | $249,421 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-05-31 | $249,421 |
| Administrative expenses professional fees incurred | 2014-05-31 | $28,236 |
| Was this plan covered by a fidelity bond | 2014-05-31 | Yes |
| Value of fidelity bond cover | 2014-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2014-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-05-31 | $1,710,301 |
| Amount contributed by the employer to the plan for this plan year | 2014-05-31 | $1,710,301 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-05-31 | $125,538 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-05-31 | $31,389 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-05-31 | $83,318 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-05-31 | $1,201 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-05-31 | $147,936 |
| Administrative expenses (other) incurred | 2014-05-31 | $81,662 |
| Liabilities. Value of operating payables at end of year | 2014-05-31 | $109,740 |
| Liabilities. Value of operating payables at beginning of year | 2014-05-31 | $40,681 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-31 | No |
| Value of net income/loss | 2014-05-31 | $2,810,117 |
| Value of net assets at end of year (total assets less liabilities) | 2014-05-31 | $21,632,479 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-05-31 | $18,822,362 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-05-31 | No |
| Investment advisory and management fees | 2014-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-31 | $16,188,652 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-31 | $13,834,191 |
| Value of interest in common/collective trusts at end of year | 2014-05-31 | $4,977,391 |
| Value of interest in common/collective trusts at beginning of year | 2014-05-31 | $4,717,984 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-31 | $281,579 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-31 | $176,913 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-31 | $176,913 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-05-31 | $1,819,251 |
| Net investment gain or loss from common/collective trusts | 2014-05-31 | $69,237 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-05-31 | No |
| Contributions received in cash from employer | 2014-05-31 | $1,710,301 |
| Employer contributions (assets) at end of year | 2014-05-31 | $261,929 |
| Employer contributions (assets) at beginning of year | 2014-05-31 | $195,262 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-31 | $1,033,073 |
| Contract administrator fees | 2014-05-31 | $10,660 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-05-31 | $2,480 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-05-31 | $3,311 |
| Did the plan have assets held for investment | 2014-05-31 | 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 | 2014-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-05-31 | Unqualified |
| Accountancy firm name | 2014-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2014-05-31 | 470836395 |
| 2013 : IBEW LOCAL 13 RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-31 | $299 |
| Total unrealized appreciation/depreciation of assets | 2013-05-31 | $299 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $188,617 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $46,199 |
| Total income from all sources (including contributions) | 2013-05-31 | $4,333,090 |
| Total of all expenses incurred | 2013-05-31 | $1,069,745 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $947,244 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $1,821,474 |
| Value of total assets at end of year | 2013-05-31 | $19,010,979 |
| Value of total assets at beginning of year | 2013-05-31 | $15,605,216 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $122,501 |
| Total interest from all sources | 2013-05-31 | $5,166 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $252,821 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $252,821 |
| Administrative expenses professional fees incurred | 2013-05-31 | $30,244 |
| Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
| Value of fidelity bond cover | 2013-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2013-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-05-31 | $1,700,549 |
| Amount contributed by the employer to the plan for this plan year | 2013-05-31 | $1,700,549 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-31 | $120,925 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $83,318 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $28,186 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-31 | $147,936 |
| Administrative expenses (other) incurred | 2013-05-31 | $71,817 |
| Liabilities. Value of operating payables at end of year | 2013-05-31 | $40,681 |
| Liabilities. Value of operating payables at beginning of year | 2013-05-31 | $46,199 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
| Value of net income/loss | 2013-05-31 | $3,263,345 |
| Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $18,822,362 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $15,559,017 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
| Investment advisory and management fees | 2013-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $13,834,191 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $10,232,895 |
| Interest earned on other investments | 2013-05-31 | $5,166 |
| Value of interest in common/collective trusts at end of year | 2013-05-31 | $4,717,984 |
| Value of interest in common/collective trusts at beginning of year | 2013-05-31 | $4,195,345 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $176,913 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $165,982 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $165,982 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-05-31 | $805,981 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $2,170,644 |
| Net investment gain or loss from common/collective trusts | 2013-05-31 | $82,686 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
| Contributions received in cash from employer | 2013-05-31 | $1,700,549 |
| Employer contributions (assets) at end of year | 2013-05-31 | $195,262 |
| Employer contributions (assets) at beginning of year | 2013-05-31 | $173,516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $947,244 |
| Contract administrator fees | 2013-05-31 | $10,440 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-05-31 | $3,311 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-05-31 | $3,311 |
| Did the plan have assets held for investment | 2013-05-31 | 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 | 2013-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Unqualified |
| Accountancy firm name | 2013-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2013-05-31 | 470836395 |
| 2012 : IBEW LOCAL 13 RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-31 | $2,372 |
| Total unrealized appreciation/depreciation of assets | 2012-05-31 | $2,372 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $46,199 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-31 | $12,332 |
| Total income from all sources (including contributions) | 2012-05-31 | $1,152,347 |
| Total of all expenses incurred | 2012-05-31 | $1,080,367 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-31 | $948,954 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-31 | $1,596,334 |
| Value of total assets at end of year | 2012-05-31 | $15,605,216 |
| Value of total assets at beginning of year | 2012-05-31 | $15,499,369 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-31 | $131,413 |
| Total interest from all sources | 2012-05-31 | $6,526 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-05-31 | $190,483 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-31 | $190,483 |
| Administrative expenses professional fees incurred | 2012-05-31 | $35,613 |
| Was this plan covered by a fidelity bond | 2012-05-31 | Yes |
| Value of fidelity bond cover | 2012-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2012-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-05-31 | $1,510,918 |
| Amount contributed by the employer to the plan for this plan year | 2012-05-31 | $1,510,918 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-05-31 | $85,416 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-05-31 | $28,186 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-05-31 | $31,550 |
| Other income not declared elsewhere | 2012-05-31 | $1,197 |
| Administrative expenses (other) incurred | 2012-05-31 | $75,620 |
| Liabilities. Value of operating payables at end of year | 2012-05-31 | $46,199 |
| Liabilities. Value of operating payables at beginning of year | 2012-05-31 | $12,332 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-31 | No |
| Value of net income/loss | 2012-05-31 | $71,980 |
| Value of net assets at end of year (total assets less liabilities) | 2012-05-31 | $15,559,017 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-05-31 | $15,487,037 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-05-31 | No |
| Investment advisory and management fees | 2012-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-31 | $10,232,895 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-31 | $10,140,690 |
| Interest earned on other investments | 2012-05-31 | $6,526 |
| Value of interest in common/collective trusts at end of year | 2012-05-31 | $4,195,345 |
| Value of interest in common/collective trusts at beginning of year | 2012-05-31 | $4,207,285 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-31 | $165,982 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-31 | $148,876 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-31 | $148,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-05-31 | $805,981 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-05-31 | $858,579 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-31 | $-741,810 |
| Net investment gain or loss from common/collective trusts | 2012-05-31 | $97,245 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-05-31 | No |
| Contributions received in cash from employer | 2012-05-31 | $1,510,918 |
| Employer contributions (assets) at end of year | 2012-05-31 | $173,516 |
| Employer contributions (assets) at beginning of year | 2012-05-31 | $108,679 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-31 | $948,954 |
| Contract administrator fees | 2012-05-31 | $10,180 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-05-31 | $3,311 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-05-31 | $3,710 |
| Did the plan have assets held for investment | 2012-05-31 | 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 | 2012-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-05-31 | Unqualified |
| Accountancy firm name | 2012-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2012-05-31 | 470836395 |
| 2011 : IBEW LOCAL 13 RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-31 | $29,036 |
| Total unrealized appreciation/depreciation of assets | 2011-05-31 | $29,036 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $12,332 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-31 | $16,004 |
| Total income from all sources (including contributions) | 2011-05-31 | $3,662,051 |
| Total of all expenses incurred | 2011-05-31 | $1,092,432 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-31 | $1,005,794 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-31 | $1,362,172 |
| Value of total assets at end of year | 2011-05-31 | $15,499,369 |
| Value of total assets at beginning of year | 2011-05-31 | $12,933,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-31 | $86,638 |
| Total interest from all sources | 2011-05-31 | $134,572 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-05-31 | $50,830 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-31 | $50,830 |
| Administrative expenses professional fees incurred | 2011-05-31 | $51,080 |
| Was this plan covered by a fidelity bond | 2011-05-31 | Yes |
| Value of fidelity bond cover | 2011-05-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-05-31 | No |
| Funding deficiency by the employer to the plan for this plan year | 2011-05-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-05-31 | $1,251,584 |
| Amount contributed by the employer to the plan for this plan year | 2011-05-31 | $1,251,584 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-05-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-05-31 | $110,588 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-05-31 | $31,550 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-05-31 | $16,087 |
| Administrative expenses (other) incurred | 2011-05-31 | $15,618 |
| Liabilities. Value of operating payables at end of year | 2011-05-31 | $12,332 |
| Liabilities. Value of operating payables at beginning of year | 2011-05-31 | $16,004 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-31 | No |
| Value of net income/loss | 2011-05-31 | $2,569,619 |
| Value of net assets at end of year (total assets less liabilities) | 2011-05-31 | $15,487,037 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-05-31 | $12,917,418 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-05-31 | No |
| Investment advisory and management fees | 2011-05-31 | $10,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-31 | $10,140,690 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-31 | $233,183 |
| Value of interest in pooled separate accounts at beginning of year | 2011-05-31 | $7,632,810 |
| Interest earned on other investments | 2011-05-31 | $134,572 |
| Value of interest in common/collective trusts at end of year | 2011-05-31 | $4,207,285 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-31 | $148,876 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-31 | $107,667 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-31 | $107,667 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-05-31 | $858,579 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-05-31 | $4,794,292 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-31 | $435,652 |
| Net investment gain/loss from pooled separate accounts | 2011-05-31 | $1,649,789 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-05-31 | No |
| Contributions received in cash from employer | 2011-05-31 | $1,251,584 |
| Employer contributions (assets) at end of year | 2011-05-31 | $108,679 |
| Employer contributions (assets) at beginning of year | 2011-05-31 | $145,673 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-31 | $1,005,794 |
| Contract administrator fees | 2011-05-31 | $9,940 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-05-31 | $3,710 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-05-31 | $3,710 |
| Did the plan have assets held for investment | 2011-05-31 | 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 | 2011-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-05-31 | Unqualified |
| Accountancy firm name | 2011-05-31 | DEBOER & ASSOCIATES, PC |
| Accountancy firm EIN | 2011-05-31 | 470836395 |
| 2010 : IBEW LOCAL 13 RETIREMENT PLAN 2010 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2010-05-31 | $1,105,937 |
| Amount contributed by the employer to the plan for this plan year | 2010-05-31 | $1,105,937 |
