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IBEW LOCAL 405 DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameIBEW LOCAL 405 DEFERRED SAVINGS PLAN
Plan identification number 001

IBEW LOCAL 405 DEFERRED SAVINGS 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IBEW LOCAL 405 DEFERRED SAVINGS PLAN
Employer identification number (EIN):421494475
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 405 DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM HANES RAY BROWN2018-06-18
0012016-01-01WILLIAM HANES RAY BROWN2017-06-16
0012015-01-01WILLIAM HANES RAY BROWN2016-07-25
0012014-01-01WILLIAM HANES RAY BROWN2016-07-25
0012013-01-01WILLIAM HANES
0012012-01-01WILLIAM HANES
0012011-01-01BILL HANES
0012010-01-01WILLIAM HANES
0012009-01-01WILLIAM HANES

Plan Statistics for IBEW LOCAL 405 DEFERRED SAVINGS PLAN

401k plan membership statisitcs for IBEW LOCAL 405 DEFERRED SAVINGS PLAN

Measure Date Value
2023: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01935
Total number of active participants reported on line 7a of the Form 55002023-01-01780
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-01212
Total of all active and inactive participants2023-01-01995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01995
Number of participants with account balances2023-01-01995
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-0137
2022: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01879
Total number of active participants reported on line 7a of the Form 55002022-01-01722
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01210
Total of all active and inactive participants2022-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01935
Number of participants with account balances2022-01-010
Number of employers contributing to the scheme2022-01-0137
2021: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01899
Total number of active participants reported on line 7a of the Form 55002021-01-01668
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01207
Total of all active and inactive participants2021-01-01879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01879
Number of participants with account balances2021-01-01879
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0145
2020: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01890
Total number of active participants reported on line 7a of the Form 55002020-01-01624
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01200
Total of all active and inactive participants2020-01-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01832
Number of participants with account balances2020-01-01830
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0140
2019: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,176
Total number of active participants reported on line 7a of the Form 55002019-01-01703
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01183
Total of all active and inactive participants2019-01-01890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01890
Number of participants with account balances2019-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0145
2018: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,157
Total number of active participants reported on line 7a of the Form 55002018-01-011,027
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01146
Total of all active and inactive participants2018-01-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,176
Number of participants with account balances2018-01-01881
Number of employers contributing to the scheme2018-01-0139
2017: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,158
Total number of active participants reported on line 7a of the Form 55002017-01-011,010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01143
Total of all active and inactive participants2017-01-011,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-011,157
Number of participants with account balances2017-01-01969
Number of employers contributing to the scheme2017-01-0139
2016: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,085
Total number of active participants reported on line 7a of the Form 55002016-01-011,041
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01113
Total of all active and inactive participants2016-01-011,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-011,158
Number of participants with account balances2016-01-01969
Number of employers contributing to the scheme2016-01-0132
2015: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,041
Total number of active participants reported on line 7a of the Form 55002015-01-01992
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0188
Total of all active and inactive participants2015-01-011,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-011,085
Number of participants with account balances2015-01-01895
Number of employers contributing to the scheme2015-01-0138
2014: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,032
Total number of active participants reported on line 7a of the Form 55002014-01-01941
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0197
Total of all active and inactive participants2014-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-011,041
Number of participants with account balances2014-01-01851
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0140
2013: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,027
Total number of active participants reported on line 7a of the Form 55002013-01-01990
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-011,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,032
Number of participants with account balances2013-01-01843
Number of employers contributing to the scheme2013-01-0139
2012: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01779
Total number of active participants reported on line 7a of the Form 55002012-01-01981
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,027
Number of participants with account balances2012-01-01746
Number of employers contributing to the scheme2012-01-0138
2011: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01731
Total number of active participants reported on line 7a of the Form 55002011-01-01729
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-01779
Total participants2011-01-01779
Number of participants with account balances2011-01-01779
Number of employers contributing to the scheme2011-01-0139
2010: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01765
Total number of active participants reported on line 7a of the Form 55002010-01-01660
Number of other retired or separated participants entitled to future benefits2010-01-0171
Total of all active and inactive participants2010-01-01731
Total participants2010-01-01731
Number of participants with account balances2010-01-01731
Number of employers contributing to the scheme2010-01-0138
2009: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01752
Total number of active participants reported on line 7a of the Form 55002009-01-01703
Number of other retired or separated participants entitled to future benefits2009-01-0162
Total of all active and inactive participants2009-01-01765
Total participants2009-01-01765
Number of participants with account balances2009-01-01765
Number of employers contributing to the scheme2009-01-0137

Financial Data on IBEW LOCAL 405 DEFERRED SAVINGS PLAN

Measure Date Value
2023 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$273,552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$85,326
Total income from all sources (including contributions)2023-12-31$47,386,224
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$9,791,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$9,482,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$12,153,969
Value of total assets at end of year2023-12-31$234,676,353
Value of total assets at beginning of year2023-12-31$196,893,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$309,413
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$5,881,707
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$5,881,707
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,119,456
Participant contributions at end of year2023-12-31$99,244
Participant contributions at beginning of year2023-12-31$87,984
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$24,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$35,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$239,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$47,713
Other income not declared elsewhere2023-12-31$90,338
Administrative expenses (other) incurred2023-12-31$27,568
Liabilities. Value of operating payables at end of year2023-12-31$33,987
Liabilities. Value of operating payables at beginning of year2023-12-31$37,613
Total non interest bearing cash at end of year2023-12-31$1,091,356
Total non interest bearing cash at beginning of year2023-12-31$909,528
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$37,594,464
Value of net assets at end of year (total assets less liabilities)2023-12-31$234,402,801
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$196,808,337
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$32,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$209,878,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$173,041,418
Value of interest in pooled separate accounts at end of year2023-12-31$22,108,472
Value of interest in pooled separate accounts at beginning of year2023-12-31$21,690,195
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$160,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$180,745
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$180,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$29,260,210
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$11,034,513
Employer contributions (assets) at end of year2023-12-31$1,313,668
Employer contributions (assets) at beginning of year2023-12-31$948,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$9,482,347
Contract administrator fees2023-12-31$146,449
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 name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$85,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$141,994
Total income from all sources (including contributions)2022-12-31$-32,278,626
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,360,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$10,068,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$11,131,689
Value of total assets at end of year2022-12-31$196,893,663
Value of total assets at beginning of year2022-12-31$239,589,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$292,183
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,880,025
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$6,880,025
Administrative expenses professional fees incurred2022-12-31$108,541
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,026,168
Participant contributions at end of year2022-12-31$87,984
Participant contributions at beginning of year2022-12-31$91,875
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$9,753
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$35,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$47,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$108,883
Other income not declared elsewhere2022-12-31$131,810
Administrative expenses (other) incurred2022-12-31$19,560
Liabilities. Value of operating payables at end of year2022-12-31$37,613
Liabilities. Value of operating payables at beginning of year2022-12-31$33,111
Total non interest bearing cash at end of year2022-12-31$909,528
Total non interest bearing cash at beginning of year2022-12-31$871,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-42,639,244
Value of net assets at end of year (total assets less liabilities)2022-12-31$196,808,337
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$239,447,581
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$32,200
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$173,041,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$213,299,592
Value of interest in pooled separate accounts at end of year2022-12-31$21,690,195
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,209,436
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$180,745
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$134,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$134,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-50,422,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$10,095,768
Employer contributions (assets) at end of year2022-12-31$948,317
Employer contributions (assets) at beginning of year2022-12-31$964,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$10,068,435
Contract administrator fees2022-12-31$131,882
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$141,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$68,514
Total income from all sources (including contributions)2021-12-31$42,743,800
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,109,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,844,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,394,155
Value of total assets at end of year2021-12-31$239,589,575
Value of total assets at beginning of year2021-12-31$208,881,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$265,436
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,233,257
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$13,233,257
Administrative expenses professional fees incurred2021-12-31$81,473
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,009,147
Participant contributions at end of year2021-12-31$91,875
Participant contributions at beginning of year2021-12-31$74,064
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,052
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$13,586
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$108,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$32,450
Other income not declared elsewhere2021-12-31$119,748
Administrative expenses (other) incurred2021-12-31$16,575
Liabilities. Value of operating payables at end of year2021-12-31$33,111
Liabilities. Value of operating payables at beginning of year2021-12-31$36,064
Total non interest bearing cash at end of year2021-12-31$871,243
Total non interest bearing cash at beginning of year2021-12-31$735,401
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$30,634,295
Value of net assets at end of year (total assets less liabilities)2021-12-31$239,447,581
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$208,813,286
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$55,621
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$213,299,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$183,459,805
Value of interest in pooled separate accounts at end of year2021-12-31$24,209,436
Value of interest in pooled separate accounts at beginning of year2021-12-31$23,641,706
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$134,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$76,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$76,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$18,996,640
Net investment gain or loss from common/collective trusts2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,383,286
Employer contributions (assets) at end of year2021-12-31$964,618
Employer contributions (assets) at beginning of year2021-12-31$881,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,844,069
Contract administrator fees2021-12-31$111,767
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$68,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$99,053
Total income from all sources (including contributions)2020-12-31$37,777,262
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,075,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,820,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,606,772
Value of total assets at end of year2020-12-31$208,881,800
Value of total assets at beginning of year2020-12-31$182,210,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$254,836
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$5,072,904
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$5,072,904
Administrative expenses professional fees incurred2020-12-31$80,967
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$872,810
Participant contributions at end of year2020-12-31$74,064
Participant contributions at beginning of year2020-12-31$70,126
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$13,586
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$32,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$75,724
Other income not declared elsewhere2020-12-31$94,899
Administrative expenses (other) incurred2020-12-31$14,497
Liabilities. Value of operating payables at end of year2020-12-31$36,064
Liabilities. Value of operating payables at beginning of year2020-12-31$23,329
Total non interest bearing cash at end of year2020-12-31$735,401
Total non interest bearing cash at beginning of year2020-12-31$900,628
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$26,702,033
Value of net assets at end of year (total assets less liabilities)2020-12-31$208,813,286
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$182,111,253
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$31,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$183,459,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$159,324,076
Value of interest in pooled separate accounts at end of year2020-12-31$23,641,706
Value of interest in pooled separate accounts at beginning of year2020-12-31$15,433,682
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$5,637,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$76,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$41,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$41,603
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,962,727
Net investment gain or loss from common/collective trusts2020-12-31$39,960
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$8,733,962
Employer contributions (assets) at end of year2020-12-31$881,017
Employer contributions (assets) at beginning of year2020-12-31$799,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,820,393
Contract administrator fees2020-12-31$128,012
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$99,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$91,142
Total income from all sources (including contributions)2019-12-31$39,636,270
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,222,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,853,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,936,756
Value of total assets at end of year2019-12-31$182,210,306
Value of total assets at beginning of year2019-12-31$149,788,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$368,706
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,042,650
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$6,042,650
Administrative expenses professional fees incurred2019-12-31$110,730
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$931,091
Participant contributions at end of year2019-12-31$70,126
Participant contributions at beginning of year2019-12-31$69,517
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$41,935
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,156
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$75,724
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$74,215
Other income not declared elsewhere2019-12-31$232,163
Administrative expenses (other) incurred2019-12-31$17,298
Liabilities. Value of operating payables at end of year2019-12-31$23,329
Liabilities. Value of operating payables at beginning of year2019-12-31$16,927
Total non interest bearing cash at end of year2019-12-31$900,628
Total non interest bearing cash at beginning of year2019-12-31$743,375
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$32,414,186
Value of net assets at end of year (total assets less liabilities)2019-12-31$182,111,253
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$149,697,067
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$191,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$159,324,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$119,741,907
Value of interest in pooled separate accounts at end of year2019-12-31$15,433,682
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$5,637,238
Value of interest in common/collective trusts at beginning of year2019-12-31$28,501,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$41,603
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,677,546
Net investment gain or loss from common/collective trusts2019-12-31$1,747,155
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$8,963,730
Employer contributions (assets) at end of year2019-12-31$799,797
Employer contributions (assets) at beginning of year2019-12-31$728,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,853,378
Contract administrator fees2019-12-31$49,319
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 name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$91,142
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,472
Total income from all sources (including contributions)2018-12-31$1,465,472
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$8,660,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,317,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,881,053
Value of total assets at end of year2018-12-31$149,788,209
Value of total assets at beginning of year2018-12-31$156,939,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$343,143
Total interest from all sources2018-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,183,300
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$2,183,300
Administrative expenses professional fees incurred2018-12-31$92,296
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$830,948
Participant contributions at end of year2018-12-31$69,517
Participant contributions at beginning of year2018-12-31$63,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$74,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$44,497
Other income not declared elsewhere2018-12-31$204,900
Administrative expenses (other) incurred2018-12-31$17,714
Liabilities. Value of operating payables at end of year2018-12-31$16,927
Liabilities. Value of operating payables at beginning of year2018-12-31$2,975
Total non interest bearing cash at end of year2018-12-31$743,375
Total non interest bearing cash at beginning of year2018-12-31$701,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,194,820
Value of net assets at end of year (total assets less liabilities)2018-12-31$149,697,067
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$156,891,887
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$207,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$119,741,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$125,786,370
Value of interest in common/collective trusts at end of year2018-12-31$28,501,851
Value of interest in common/collective trusts at beginning of year2018-12-31$29,655,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,410,241
Net investment gain or loss from common/collective trusts2018-12-31$-393,541
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$8,050,105
Employer contributions (assets) at end of year2018-12-31$728,284
Employer contributions (assets) at beginning of year2018-12-31$728,084
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,317,149
Contract administrator fees2018-12-31$25,923
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$47,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,999
Total income from all sources (including contributions)2017-12-31$28,370,656
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,223,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,884,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,792,041
Value of total assets at end of year2017-12-31$156,939,359
Value of total assets at beginning of year2017-12-31$137,831,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$339,385
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,890,624
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$1,890,624
Administrative expenses professional fees incurred2017-12-31$108,241
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$854,222
Participant contributions at end of year2017-12-31$63,758
Participant contributions at beginning of year2017-12-31$68,472
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,330
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$44,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$80,770
Other income not declared elsewhere2017-12-31$232,434
Administrative expenses (other) incurred2017-12-31$18,778
Liabilities. Value of operating payables at end of year2017-12-31$2,975
Liabilities. Value of operating payables at beginning of year2017-12-31$6,229
Total non interest bearing cash at end of year2017-12-31$701,961
Total non interest bearing cash at beginning of year2017-12-31$773,849
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$19,147,009
Value of net assets at end of year (total assets less liabilities)2017-12-31$156,891,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$137,744,878
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$186,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$125,786,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$109,217,167
Value of interest in common/collective trusts at end of year2017-12-31$29,655,856
Value of interest in common/collective trusts at beginning of year2017-12-31$27,059,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$16,206,276
Net investment gain or loss from common/collective trusts2017-12-31$1,249,281
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$7,894,150
Employer contributions (assets) at end of year2017-12-31$728,084
Employer contributions (assets) at beginning of year2017-12-31$711,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,884,262
Contract administrator fees2017-12-31$25,830
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$86,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$44,550
Total income from all sources (including contributions)2016-12-31$17,301,124
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$5,676,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,323,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$8,243,079
Value of total assets at end of year2016-12-31$137,831,877
Value of total assets at beginning of year2016-12-31$126,164,533
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$353,129
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,012,924
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$2,012,924
Administrative expenses professional fees incurred2016-12-31$101,792
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$861,148
Participant contributions at end of year2016-12-31$68,472
Participant contributions at beginning of year2016-12-31$65,196
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$80,770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$34,236
Other income not declared elsewhere2016-12-31$234,485
Administrative expenses (other) incurred2016-12-31$14,432
Liabilities. Value of operating payables at end of year2016-12-31$6,229
Liabilities. Value of operating payables at beginning of year2016-12-31$10,314
Total non interest bearing cash at end of year2016-12-31$773,849
Total non interest bearing cash at beginning of year2016-12-31$770,731
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$11,624,895
Value of net assets at end of year (total assets less liabilities)2016-12-31$137,744,878
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$126,119,983
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$213,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$109,217,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$100,047,557
Value of interest in common/collective trusts at end of year2016-12-31$27,059,299
Value of interest in common/collective trusts at beginning of year2016-12-31$24,653,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,220,104
Net investment gain or loss from common/collective trusts2016-12-31$590,532
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$7,381,931
Employer contributions (assets) at end of year2016-12-31$711,213
Employer contributions (assets) at beginning of year2016-12-31$625,890
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,323,100
Contract administrator fees2016-12-31$23,768
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
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$126,084
Total income from all sources (including contributions)2015-12-31$7,400,997
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,983,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,762,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,510,159
Value of total assets at end of year2015-12-31$126,164,533
Value of total assets at beginning of year2015-12-31$125,828,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$221,118
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,688,484
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$1,688,484
Administrative expenses professional fees incurred2015-12-31$122,985
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$793,135
Participant contributions at end of year2015-12-31$65,196
Participant contributions at beginning of year2015-12-31$54,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$673,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$34,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$120,115
Administrative expenses (other) incurred2015-12-31$17,588
Liabilities. Value of operating payables at end of year2015-12-31$10,314
Liabilities. Value of operating payables at beginning of year2015-12-31$5,969
Total non interest bearing cash at end of year2015-12-31$770,731
Total non interest bearing cash at beginning of year2015-12-31$309,626
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$417,164
Value of net assets at end of year (total assets less liabilities)2015-12-31$126,119,983
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$125,702,819
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$58,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$100,047,557
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$98,641,975
Value of interest in common/collective trusts at end of year2015-12-31$24,653,347
Value of interest in common/collective trusts at beginning of year2015-12-31$25,575,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,623,079
Net investment gain or loss from common/collective trusts2015-12-31$-174,567
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$6,717,024
Employer contributions (assets) at end of year2015-12-31$625,890
Employer contributions (assets) at beginning of year2015-12-31$573,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,762,715
Contract administrator fees2015-12-31$22,125
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
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$126,084
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$15,746
Total income from all sources (including contributions)2014-12-31$15,970,893
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,188,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,978,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,075,723
Value of total assets at end of year2014-12-31$125,828,903
Value of total assets at beginning of year2014-12-31$115,935,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$210,129
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,914,103
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$1,914,103
Administrative expenses professional fees incurred2014-12-31$58,905
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$779,101
Participant contributions at end of year2014-12-31$54,719
Participant contributions at beginning of year2014-12-31$46,165
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$673,343
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,956
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$120,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$11
Administrative expenses (other) incurred2014-12-31$23,324
Liabilities. Value of operating payables at end of year2014-12-31$5,969
Liabilities. Value of operating payables at beginning of year2014-12-31$15,746
Total non interest bearing cash at end of year2014-12-31$309,626
Total non interest bearing cash at beginning of year2014-12-31$856,456
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$9,782,695
Value of net assets at end of year (total assets less liabilities)2014-12-31$125,702,819
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$115,920,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$63,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$98,641,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$90,477,190
Value of interest in common/collective trusts at end of year2014-12-31$25,575,589
Value of interest in common/collective trusts at beginning of year2014-12-31$24,153,307
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$5,716,452
Net investment gain or loss from common/collective trusts2014-12-31$1,264,604
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$6,284,527
Employer contributions (assets) at end of year2014-12-31$573,651
Employer contributions (assets) at beginning of year2014-12-31$398,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,978,069
Contract administrator fees2014-12-31$64,831
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
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,836
Total income from all sources (including contributions)2013-12-31$22,122,688
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,600,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,416,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,429,800
Value of total assets at end of year2013-12-31$115,935,870
Value of total assets at beginning of year2013-12-31$98,408,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$184,328
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,393,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,393,911
Administrative expenses professional fees incurred2013-12-31$46,298
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$759,095
Participant contributions at end of year2013-12-31$46,165
Participant contributions at beginning of year2013-12-31$46,367
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,956
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$4,193
Administrative expenses (other) incurred2013-12-31$10,284
Liabilities. Value of operating payables at end of year2013-12-31$15,746
Liabilities. Value of operating payables at beginning of year2013-12-31$9,836
Total non interest bearing cash at end of year2013-12-31$856,456
Total non interest bearing cash at beginning of year2013-12-31$920,674
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$17,521,726
Value of net assets at end of year (total assets less liabilities)2013-12-31$115,920,124
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$98,398,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$61,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$90,477,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$78,587,784
Value of interest in common/collective trusts at end of year2013-12-31$24,153,307
Value of interest in common/collective trusts at beginning of year2013-12-31$18,478,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$13,138,903
Net investment gain or loss from common/collective trusts2013-12-31$1,160,074
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$5,670,705
Employer contributions (assets) at end of year2013-12-31$398,796
Employer contributions (assets) at beginning of year2013-12-31$370,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,416,634
Contract administrator fees2013-12-31$66,178
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9,836
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,800
Total income from all sources (including contributions)2012-12-31$17,303,929
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,357,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,156,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,447,504
Value of total assets at end of year2012-12-31$98,408,234
Value of total assets at beginning of year2012-12-31$84,467,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$201,317
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,468,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,468,074
Administrative expenses professional fees incurred2012-12-31$37,534
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$808,287
Participant contributions at end of year2012-12-31$46,367
Participant contributions at beginning of year2012-12-31$55,976
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$14,322,713
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$4,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,193
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,925
Administrative expenses (other) incurred2012-12-31$16,917
Liabilities. Value of operating payables at end of year2012-12-31$9,836
Liabilities. Value of operating payables at beginning of year2012-12-31$875
Total non interest bearing cash at end of year2012-12-31$920,674
Total non interest bearing cash at beginning of year2012-12-31$865,297
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$13,946,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$98,398,398
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$84,452,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$82,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$78,587,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$66,726,691
Value of interest in common/collective trusts at end of year2012-12-31$18,478,825
Value of interest in common/collective trusts at beginning of year2012-12-31$2,098,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,380,077
Net investment gain or loss from common/collective trusts2012-12-31$1,008,274
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$5,639,217
Employer contributions (assets) at end of year2012-12-31$370,391
Employer contributions (assets) at beginning of year2012-12-31$394,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,156,612
Contract administrator fees2012-12-31$64,502
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-2,773,313
Total unrealized appreciation/depreciation of assets2011-12-31$-2,773,313
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$67,309
Total income from all sources (including contributions)2011-12-31$3,709,381
Total of all expenses incurred2011-12-31$4,584,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,387,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,235,207
Value of total assets at end of year2011-12-31$84,467,198
Value of total assets at beginning of year2011-12-31$85,394,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$196,437
Total interest from all sources2011-12-31$1,214
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$246,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$246,273
Administrative expenses professional fees incurred2011-12-31$43,215
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$821,024
Participant contributions at end of year2011-12-31$55,976
Participant contributions at beginning of year2011-12-31$50,705
Assets. Other investments not covered elsewhere at end of year2011-12-31$14,322,713
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$14,290,561
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$55,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,193
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$24,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,925
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$60,794
Administrative expenses (other) incurred2011-12-31$15,848
Liabilities. Value of operating payables at end of year2011-12-31$875
Liabilities. Value of operating payables at beginning of year2011-12-31$6,515
Total non interest bearing cash at end of year2011-12-31$865,297
Total non interest bearing cash at beginning of year2011-12-31$878,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-874,944
Value of net assets at end of year (total assets less liabilities)2011-12-31$84,452,398
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$85,327,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$73,881
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$66,726,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$67,845,391
Interest earned on other investments2011-12-31$1,214
Value of interest in common/collective trusts at end of year2011-12-31$2,098,080
Value of interest in common/collective trusts at beginning of year2011-12-31$1,952,588
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$5,359,153
Employer contributions (assets) at end of year2011-12-31$394,248
Employer contributions (assets) at beginning of year2011-12-31$352,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,387,888
Contract administrator fees2011-12-31$63,493
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$7,954,790
Total unrealized appreciation/depreciation of assets2010-12-31$7,954,790
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$122,351
Total income from all sources (including contributions)2010-12-31$15,324,187
Total of all expenses incurred2010-12-31$5,752,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,578,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,198,611
Value of total assets at end of year2010-12-31$85,394,651
Value of total assets at beginning of year2010-12-31$75,878,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$174,567
Total interest from all sources2010-12-31$1,367
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,163,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,163,511
Administrative expenses professional fees incurred2010-12-31$53,274
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$814,387
Participant contributions at end of year2010-12-31$50,705
Participant contributions at beginning of year2010-12-31$52,223
Assets. Other investments not covered elsewhere at end of year2010-12-31$14,290,561
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$14,034,807
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$155,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$24,068
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$76,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$60,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$111,829
Other income not declared elsewhere2010-12-31$5,908
Administrative expenses (other) incurred2010-12-31$16,353
Liabilities. Value of operating payables at end of year2010-12-31$6,515
Liabilities. Value of operating payables at beginning of year2010-12-31$10,522
Total non interest bearing cash at end of year2010-12-31$878,461
Total non interest bearing cash at beginning of year2010-12-31$877,608
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$9,571,191
Value of net assets at end of year (total assets less liabilities)2010-12-31$85,327,342
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$75,756,151
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$41,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$67,845,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$58,637,084
Interest earned on other investments2010-12-31$1,367
Value of interest in common/collective trusts at end of year2010-12-31$1,952,588
Value of interest in common/collective trusts at beginning of year2010-12-31$1,803,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$11,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$11,475
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$5,229,095
Employer contributions (assets) at end of year2010-12-31$352,877
Employer contributions (assets) at beginning of year2010-12-31$385,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,578,429
Contract administrator fees2010-12-31$63,577
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for IBEW LOCAL 405 DEFERRED SAVINGS PLAN

2023: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 405 DEFERRED SAVINGS 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
2010: IBEW LOCAL 405 DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 405 DEFERRED SAVINGS 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

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32085
Policy instance 1
Insurance contract or identification numberGA32085
Number of Individuals Covered987
Insurance policy start date2023-01-01
Insurance policy end date2023-12-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32085
Policy instance 1
Insurance contract or identification numberGA32085
Number of Individuals Covered925
Insurance policy start date2022-01-01
Insurance policy end date2022-12-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32085
Policy instance 1
Insurance contract or identification numberGA32085
Number of Individuals Covered863
Insurance policy start date2021-01-01
Insurance policy end date2021-12-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32085
Policy instance 1
Insurance contract or identification numberGA32085
Number of Individuals Covered832
Insurance policy start date2020-01-01
Insurance policy end date2020-12-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA32085
Policy instance 1
Insurance contract or identification numberGA32085
Number of Individuals Covered890
Insurance policy start date2019-09-18
Insurance policy end date2019-12-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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