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LOCAL UNION NO. 4, IBEW PENSION PLAN 401k Plan overview

Plan NameLOCAL UNION NO. 4, IBEW PENSION PLAN
Plan identification number 002

LOCAL UNION NO. 4, IBEW PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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

LOCAL UNION NO. 4, IBEW has sponsored the creation of one or more 401k plans.

Company Name:LOCAL UNION NO. 4, IBEW
Employer identification number (EIN):436031009
NAIC Classification:515100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION NO. 4, IBEW PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MICHAEL PENDERGAST2024-10-09 MICHAEL PENDERGAST2024-10-09
0022022-01-01MICHAEL PENDERGAST2023-10-05 MICHAEL PENDERGAST2023-10-05
0022021-01-01MICHAEL PENDERGAST2022-10-13 MICHAEL PENDERGAST2022-10-13
0022020-01-01MICHAEL PENDERGAST2021-10-08 MICHAEL PENDERGAST2021-10-08
0022019-01-01MICHAEL PENDERGAST2020-09-28 MICHAEL PENDERGAST2020-09-28
0022018-01-01MICHAEL PENDERGAST2019-10-09 MICHAEL PENDERGAST2019-10-09
0022017-01-01
0022016-01-01
0022015-01-01
0022013-01-01MICHAEL PENDERGAST
0022012-01-01MICHAEL PENDERGAST
0022011-01-01MICHAEL PENDERGAST
0022009-01-01MICHAEL PENDERGAST

Plan Statistics for LOCAL UNION NO. 4, IBEW PENSION PLAN

401k plan membership statisitcs for LOCAL UNION NO. 4, IBEW PENSION PLAN

Measure Date Value
2023: LOCAL UNION NO. 4, IBEW PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01595
Total number of active participants reported on line 7a of the Form 55002023-01-01587
Number of retired or separated participants receiving benefits2023-01-0116
Number of other retired or separated participants entitled to future benefits2023-01-01102
Total of all active and inactive participants2023-01-01705
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-012
Total participants2023-01-01707
Number of participants with account balances2023-01-01707
Number of employers contributing to the scheme2023-01-0116
2022: LOCAL UNION NO. 4, IBEW PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01433
Total number of active participants reported on line 7a of the Form 55002022-01-01512
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-0169
Total of all active and inactive participants2022-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01595
Number of participants with account balances2022-01-01595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
Number of employers contributing to the scheme2022-01-0118
2021: LOCAL UNION NO. 4, IBEW PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01445
Total number of active participants reported on line 7a of the Form 55002021-01-01357
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01433
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01433
Number of participants with account balances2021-01-01433
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 scheme2021-01-0117
2020: LOCAL UNION NO. 4, IBEW PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01543
Total number of active participants reported on line 7a of the Form 55002020-01-01368
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01445
Number of participants with account balances2020-01-01445
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 scheme2020-01-0116
2019: LOCAL UNION NO. 4, IBEW PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01427
Total number of active participants reported on line 7a of the Form 55002019-01-01363
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01170
Total of all active and inactive participants2019-01-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01543
Number of participants with account balances2019-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
Number of employers contributing to the scheme2019-01-0116
2018: LOCAL UNION NO. 4, IBEW PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01379
Total number of active participants reported on line 7a of the Form 55002018-01-01352
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0169
Total of all active and inactive participants2018-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01427
Number of participants with account balances2018-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0120
2017: LOCAL UNION NO. 4, IBEW PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01444
Total number of active participants reported on line 7a of the Form 55002017-01-01299
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-01378
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01379
Number of participants with account balances2017-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
Number of employers contributing to the scheme2017-01-0120
2016: LOCAL UNION NO. 4, IBEW PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01449
Total number of active participants reported on line 7a of the Form 55002016-01-01393
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01444
Number of participants with account balances2016-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
Number of employers contributing to the scheme2016-01-0120
2015: LOCAL UNION NO. 4, IBEW PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01506
Total number of active participants reported on line 7a of the Form 55002015-01-01407
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01449
Number of participants with account balances2015-01-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0120
2013: LOCAL UNION NO. 4, IBEW PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01482
Total number of active participants reported on line 7a of the Form 55002013-01-01531
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01563
Number of participants with account balances2013-01-01557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0118
2012: LOCAL UNION NO. 4, IBEW PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01461
Total number of active participants reported on line 7a of the Form 55002012-01-01447
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01482
Number of participants with account balances2012-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0118
2011: LOCAL UNION NO. 4, IBEW PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01475
Total number of active participants reported on line 7a of the Form 55002011-01-01421
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0137
Total of all active and inactive participants2011-01-01461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01461
Number of participants with account balances2011-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
Number of employers contributing to the scheme2011-01-0117
2009: LOCAL UNION NO. 4, IBEW PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01570
Total number of active participants reported on line 7a of the Form 55002009-01-01528
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01571
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01571
Number of participants with account balances2009-01-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117
Number of employers contributing to the scheme2009-01-0119

Financial Data on LOCAL UNION NO. 4, IBEW PENSION PLAN

Measure Date Value
2023 : LOCAL UNION NO. 4, IBEW PENSION 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$32,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$40,319
Total income from all sources (including contributions)2023-12-31$8,967,696
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,586,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,460,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,344,319
Value of total assets at end of year2023-12-31$49,059,584
Value of total assets at beginning of year2023-12-31$43,685,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$125,771
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$932,736
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$932,736
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$152,870
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Participant contributions at end of year2023-12-31$16,355
Participant contributions at beginning of year2023-12-31$1,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$32,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$40,319
Other income not declared elsewhere2023-12-31$99,125
Administrative expenses (other) incurred2023-12-31$9,499
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$5,381,524
Value of net assets at end of year (total assets less liabilities)2023-12-31$49,026,769
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$43,645,245
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$89,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$47,058,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$41,595,312
Value of interest in common/collective trusts at end of year2023-12-31$1,873,052
Value of interest in common/collective trusts at beginning of year2023-12-31$2,028,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$6,549,093
Net investment gain or loss from common/collective trusts2023-12-31$42,423
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 contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,191,449
Employer contributions (assets) at end of year2023-12-31$111,643
Employer contributions (assets) at beginning of year2023-12-31$60,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,460,401
Contract administrator fees2023-12-31$17,820
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
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 name2023-12-31GRABEL, SCHNIEDERS, HOLLMAN & CO.
Accountancy firm EIN2023-12-31431171178
2022 : LOCAL UNION NO. 4, IBEW PENSION 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$40,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$26,404
Total income from all sources (including contributions)2022-12-31$-7,443,367
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,643,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,521,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,332,514
Value of total assets at end of year2022-12-31$43,685,564
Value of total assets at beginning of year2022-12-31$54,758,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$121,624
Total interest from all sources2022-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$689,049
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$689,049
Administrative expenses professional fees incurred2022-12-31$11,057
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$149,675
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$209
Participant contributions at end of year2022-12-31$1,090
Participant contributions at beginning of year2022-12-31$12,440
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$97,020
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$40,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,404
Other income not declared elsewhere2022-12-31$104,207
Administrative expenses (other) incurred2022-12-31$9,999
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-11,086,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$43,645,245
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$54,732,125
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$85,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$41,595,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$52,703,391
Interest on participant loans2022-12-31$1
Value of interest in common/collective trusts at end of year2022-12-31$2,028,899
Value of interest in common/collective trusts at beginning of year2022-12-31$1,942,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,569,138
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,085,819
Employer contributions (assets) at end of year2022-12-31$60,263
Employer contributions (assets) at beginning of year2022-12-31$100,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,521,889
Contract administrator fees2022-12-31$14,843
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
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 name2022-12-31GRABEL, SCHNIEDERS, HOLLMAN & CO.
Accountancy firm EIN2022-12-31431171178
2021 : LOCAL UNION NO. 4, IBEW PENSION 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$26,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$89,103
Total income from all sources (including contributions)2021-12-31$8,776,185
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,482,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,349,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,125,657
Value of total assets at end of year2021-12-31$54,758,529
Value of total assets at beginning of year2021-12-31$48,527,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$133,248
Total interest from all sources2021-12-31$66
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$598,589
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$598,589
Administrative expenses professional fees incurred2021-12-31$11,031
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$122,940
Participant contributions at end of year2021-12-31$209
Participant contributions at beginning of year2021-12-31$3,366
Participant contributions at end of year2021-12-31$12,440
Participant contributions at beginning of year2021-12-31$4,205
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,662
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$36,402
Other income not declared elsewhere2021-12-31$116,870
Administrative expenses (other) incurred2021-12-31$9,499
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,293,479
Value of net assets at end of year (total assets less liabilities)2021-12-31$54,732,125
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,438,646
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$99,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$52,703,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$46,223,595
Income. Interest from loans (other than to participants)2021-12-31$66
Value of interest in common/collective trusts at end of year2021-12-31$1,942,052
Value of interest in common/collective trusts at beginning of year2021-12-31$2,182,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$52,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$52,701
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,935,003
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$987,055
Employer contributions (assets) at end of year2021-12-31$100,437
Employer contributions (assets) at beginning of year2021-12-31$61,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,349,458
Contract administrator fees2021-12-31$13,260
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$52,701
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 name2021-12-31GRABEL, SCHNIEDERS, HOLLMAN & CO.
Accountancy firm EIN2021-12-31431171178
2020 : LOCAL UNION NO. 4, IBEW PENSION 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$89,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,416
Total income from all sources (including contributions)2020-12-31$7,596,741
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,319,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,193,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,433,718
Value of total assets at end of year2020-12-31$48,527,749
Value of total assets at beginning of year2020-12-31$43,183,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$125,186
Total interest from all sources2020-12-31$262
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$647,348
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$647,348
Administrative expenses professional fees incurred2020-12-31$14,759
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$88,973
Participant contributions at end of year2020-12-31$3,366
Participant contributions at beginning of year2020-12-31$6,998
Participant contributions at end of year2020-12-31$4,205
Participant contributions at beginning of year2020-12-31$5,287
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$465,255
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$20,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$36,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$22,416
Other income not declared elsewhere2020-12-31$85,141
Administrative expenses (other) incurred2020-12-31$8,935
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$5,277,627
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,438,646
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,161,019
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$87,832
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$46,223,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$41,436,142
Interest on participant loans2020-12-31$262
Value of interest in common/collective trusts at end of year2020-12-31$2,182,110
Value of interest in common/collective trusts at beginning of year2020-12-31$1,643,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$52,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,430,272
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$879,490
Employer contributions (assets) at end of year2020-12-31$61,772
Employer contributions (assets) at beginning of year2020-12-31$70,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,193,928
Contract administrator fees2020-12-31$13,660
Liabilities. Value of benefit claims payable at end of year2020-12-31$52,701
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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 name2020-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2020-12-31431555780
2019 : LOCAL UNION NO. 4, IBEW PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$22,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$22,416
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,473
Total income from all sources (including contributions)2019-12-31$9,315,247
Total income from all sources (including contributions)2019-12-31$9,315,247
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,218,790
Total of all expenses incurred2019-12-31$2,218,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,101,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,101,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,299,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,299,706
Value of total assets at end of year2019-12-31$43,183,435
Value of total assets at end of year2019-12-31$43,183,435
Value of total assets at beginning of year2019-12-31$36,083,035
Value of total assets at beginning of year2019-12-31$36,083,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$117,240
Total interest from all sources2019-12-31$674
Total interest from all sources2019-12-31$674
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$699,693
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$699,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$699,693
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$699,693
Administrative expenses professional fees incurred2019-12-31$8,275
Administrative expenses professional fees incurred2019-12-31$8,275
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$111,450
Contributions received from participants2019-12-31$111,450
Participant contributions at end of year2019-12-31$6,998
Participant contributions at end of year2019-12-31$6,998
Participant contributions at beginning of year2019-12-31$16,777
Participant contributions at beginning of year2019-12-31$16,777
Participant contributions at end of year2019-12-31$5,287
Participant contributions at end of year2019-12-31$5,287
Participant contributions at beginning of year2019-12-31$4,803
Participant contributions at beginning of year2019-12-31$4,803
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,410
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$20,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$22,416
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$18,473
Other income not declared elsewhere2019-12-31$109,176
Other income not declared elsewhere2019-12-31$109,176
Administrative expenses (other) incurred2019-12-31$9,105
Administrative expenses (other) incurred2019-12-31$9,105
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
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$7,096,457
Value of net income/loss2019-12-31$7,096,457
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,161,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,161,019
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,064,562
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$36,064,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$86,232
Investment advisory and management fees2019-12-31$86,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,436,142
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$41,436,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,558,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$34,558,811
Interest on participant loans2019-12-31$674
Interest on participant loans2019-12-31$674
Value of interest in common/collective trusts at end of year2019-12-31$1,643,653
Value of interest in common/collective trusts at end of year2019-12-31$1,643,653
Value of interest in common/collective trusts at beginning of year2019-12-31$1,443,503
Value of interest in common/collective trusts at beginning of year2019-12-31$1,443,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,205,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,205,998
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,188,256
Contributions received in cash from employer2019-12-31$1,188,256
Employer contributions (assets) at end of year2019-12-31$70,945
Employer contributions (assets) at end of year2019-12-31$70,945
Employer contributions (assets) at beginning of year2019-12-31$59,141
Employer contributions (assets) at beginning of year2019-12-31$59,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,101,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,101,550
Contract administrator fees2019-12-31$13,628
Contract administrator fees2019-12-31$13,628
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm name2019-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2019-12-31431555780
Accountancy firm EIN2019-12-31431555780
2018 : LOCAL UNION NO. 4, IBEW PENSION 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$18,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,301
Total income from all sources (including contributions)2018-12-31$-1,053,519
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,217,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,188,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,227,688
Value of total assets at end of year2018-12-31$36,083,035
Value of total assets at beginning of year2018-12-31$38,355,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,350
Total interest from all sources2018-12-31$934
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$564,265
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$564,265
Administrative expenses professional fees incurred2018-12-31$8,220
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$121,236
Participant contributions at end of year2018-12-31$16,777
Participant contributions at beginning of year2018-12-31$22,054
Participant contributions at end of year2018-12-31$4,803
Participant contributions at beginning of year2018-12-31$7,540
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$21,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$18,473
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$19,301
Other income not declared elsewhere2018-12-31$13,428
Administrative expenses (other) incurred2018-12-31$8,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,271,314
Value of net assets at end of year (total assets less liabilities)2018-12-31$36,064,562
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,335,876
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$34,558,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$36,629,132
Interest on participant loans2018-12-31$934
Value of interest in common/collective trusts at end of year2018-12-31$1,443,503
Value of interest in common/collective trusts at beginning of year2018-12-31$1,620,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,897,651
Net investment gain or loss from common/collective trusts2018-12-31$37,817
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,084,893
Employer contributions (assets) at end of year2018-12-31$59,141
Employer contributions (assets) at beginning of year2018-12-31$75,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,188,445
Contract administrator fees2018-12-31$12,525
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 name2018-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2018-12-31431555780
2017 : LOCAL UNION NO. 4, IBEW PENSION 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$19,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,963
Total income from all sources (including contributions)2017-12-31$6,970,798
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$926,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$896,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,188,861
Value of total assets at end of year2017-12-31$38,355,177
Value of total assets at beginning of year2017-12-31$32,308,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,977
Total interest from all sources2017-12-31$994
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$533,418
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$533,418
Administrative expenses professional fees incurred2017-12-31$8,647
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$113,789
Participant contributions at end of year2017-12-31$22,054
Participant contributions at beginning of year2017-12-31$13,957
Participant contributions at end of year2017-12-31$7,540
Participant contributions at beginning of year2017-12-31$2,468
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$19,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,963
Other income not declared elsewhere2017-12-31$6,319
Administrative expenses (other) incurred2017-12-31$9,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,044,467
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,335,876
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$32,291,409
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$36,629,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,632,889
Interest on participant loans2017-12-31$994
Value of interest in common/collective trusts at end of year2017-12-31$1,620,498
Value of interest in common/collective trusts at beginning of year2017-12-31$1,572,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,208,093
Net investment gain or loss from common/collective trusts2017-12-31$33,113
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,074,868
Employer contributions (assets) at end of year2017-12-31$75,953
Employer contributions (assets) at beginning of year2017-12-31$86,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$896,354
Contract administrator fees2017-12-31$12,173
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 name2017-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2017-12-31431555780
2016 : LOCAL UNION NO. 4, IBEW PENSION 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$16,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,343
Total income from all sources (including contributions)2016-12-31$3,895,872
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,964,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,924,809
Expenses. Certain deemed distributions of participant loans2016-12-31$649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,173,099
Value of total assets at end of year2016-12-31$32,308,372
Value of total assets at beginning of year2016-12-31$30,369,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$39,262
Total interest from all sources2016-12-31$292
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,002,655
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$1,002,655
Administrative expenses professional fees incurred2016-12-31$8,512
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$85,543
Participant contributions at end of year2016-12-31$13,957
Participant contributions at beginning of year2016-12-31$30,494
Participant contributions at end of year2016-12-31$2,468
Participant contributions at beginning of year2016-12-31$6,943
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$16,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$9,343
Administrative expenses (other) incurred2016-12-31$9,293
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$1,931,152
Value of net assets at end of year (total assets less liabilities)2016-12-31$32,291,409
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$30,360,257
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$9,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$30,632,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,748,334
Interest on participant loans2016-12-31$292
Value of interest in common/collective trusts at end of year2016-12-31$1,572,212
Value of interest in common/collective trusts at beginning of year2016-12-31$1,463,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,690,697
Net investment gain or loss from common/collective trusts2016-12-31$29,129
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,087,556
Employer contributions (assets) at end of year2016-12-31$86,846
Employer contributions (assets) at beginning of year2016-12-31$120,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,924,809
Contract administrator fees2016-12-31$12,278
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 name2016-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2016-12-31431555780
2015 : LOCAL UNION NO. 4, IBEW PENSION 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$9,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,069
Total income from all sources (including contributions)2015-12-31$1,185,071
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$974,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$930,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,290,292
Value of total assets at end of year2015-12-31$30,369,600
Value of total assets at beginning of year2015-12-31$30,162,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$43,973
Total interest from all sources2015-12-31$949
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,895,996
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$1,895,996
Administrative expenses professional fees incurred2015-12-31$10,354
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$110,400
Participant contributions at end of year2015-12-31$30,494
Participant contributions at beginning of year2015-12-31$36,631
Participant contributions at end of year2015-12-31$6,943
Participant contributions at beginning of year2015-12-31$7,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$9,343
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,069
Administrative expenses (other) incurred2015-12-31$11,522
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$210,668
Value of net assets at end of year (total assets less liabilities)2015-12-31$30,360,257
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,149,589
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$7,981
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,748,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,551,019
Interest on participant loans2015-12-31$949
Value of interest in common/collective trusts at end of year2015-12-31$1,463,025
Value of interest in common/collective trusts at beginning of year2015-12-31$1,470,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,002,166
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,179,892
Employer contributions (assets) at end of year2015-12-31$120,804
Employer contributions (assets) at beginning of year2015-12-31$97,397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$930,430
Contract administrator fees2015-12-31$14,116
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 name2015-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2015-12-31431555780
2013 : LOCAL UNION NO. 4, IBEW PENSION 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$9,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,847
Total income from all sources (including contributions)2013-12-31$6,471,582
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$462,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$410,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,348,754
Value of total assets at end of year2013-12-31$28,056,838
Value of total assets at beginning of year2013-12-31$22,043,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$51,674
Total interest from all sources2013-12-31$891
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,323,568
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$1,323,568
Administrative expenses professional fees incurred2013-12-31$20,143
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
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,213,523
Amount contributed by the employer to the plan for this plan year2013-12-31$1,213,523
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$135,231
Participant contributions at end of year2013-12-31$47,109
Participant contributions at beginning of year2013-12-31$48,554
Participant contributions at end of year2013-12-31$15,374
Participant contributions at beginning of year2013-12-31$4,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$9,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$4,847
Administrative expenses (other) incurred2013-12-31$10,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,009,573
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,047,726
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$22,038,153
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$8,363
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$26,157,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,166,986
Interest on participant loans2013-12-31$891
Value of interest in common/collective trusts at end of year2013-12-31$1,703,725
Value of interest in common/collective trusts at beginning of year2013-12-31$1,742,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,735,968
Net investment gain or loss from common/collective trusts2013-12-31$62,401
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,213,523
Employer contributions (assets) at end of year2013-12-31$133,393
Employer contributions (assets) at beginning of year2013-12-31$80,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$410,335
Contract administrator fees2013-12-31$13,117
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 name2013-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2013-12-31431555780
2012 : LOCAL UNION NO. 4, IBEW PENSION 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$4,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,433
Total income from all sources (including contributions)2012-12-31$3,950,736
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,446,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,401,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,290,887
Value of total assets at end of year2012-12-31$22,043,000
Value of total assets at beginning of year2012-12-31$19,537,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$44,218
Total interest from all sources2012-12-31$1,910
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,120,015
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$1,120,015
Administrative expenses professional fees incurred2012-12-31$12,530
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$80,368
Amount contributed by the employer to the plan for this plan year2012-12-31$80,368
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$123,966
Participant contributions at end of year2012-12-31$48,554
Participant contributions at beginning of year2012-12-31$68,706
Participant contributions at end of year2012-12-31$4,818
Participant contributions at beginning of year2012-12-31$3,907
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$4,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,433
Administrative expenses (other) incurred2012-12-31$9,928
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$2,504,648
Value of net assets at end of year (total assets less liabilities)2012-12-31$22,038,153
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,533,505
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$9,685
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,166,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,519,320
Interest on participant loans2012-12-31$1,910
Value of interest in common/collective trusts at end of year2012-12-31$1,742,274
Value of interest in common/collective trusts at beginning of year2012-12-31$1,837,331
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,513,230
Net investment gain or loss from common/collective trusts2012-12-31$24,694
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,166,921
Employer contributions (assets) at end of year2012-12-31$80,368
Employer contributions (assets) at beginning of year2012-12-31$108,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,401,870
Contract administrator fees2012-12-31$12,075
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 plan2012-12-31Qualified
Accountancy firm name2012-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2012-12-31431555780
2011 : LOCAL UNION NO. 4, IBEW PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,053
Total income from all sources (including contributions)2011-12-31$551,958
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$661,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$619,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,201,870
Value of total assets at end of year2011-12-31$19,537,938
Value of total assets at beginning of year2011-12-31$19,646,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$41,948
Total interest from all sources2011-12-31$3,351
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$362,674
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$362,674
Administrative expenses professional fees incurred2011-12-31$11,927
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$108,674
Amount contributed by the employer to the plan for this plan year2011-12-31$108,674
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$88,993
Participant contributions at end of year2011-12-31$68,706
Participant contributions at beginning of year2011-12-31$92,005
Participant contributions at end of year2011-12-31$3,907
Participant contributions at beginning of year2011-12-31$5,217
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,433
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,053
Administrative expenses (other) incurred2011-12-31$9,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-109,797
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,533,505
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,643,302
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$8,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,519,320
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$18,027,532
Interest on participant loans2011-12-31$3,351
Income. Interest from loans (other than to participants)2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$1,837,331
Value of interest in common/collective trusts at beginning of year2011-12-31$1,395,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,053,719
Net investment gain or loss from common/collective trusts2011-12-31$37,782
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,112,877
Employer contributions (assets) at end of year2011-12-31$108,674
Employer contributions (assets) at beginning of year2011-12-31$126,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$619,807
Contract administrator fees2011-12-31$11,557
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 plan2011-12-31Qualified
Accountancy firm name2011-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2011-12-31431555780
2010 : LOCAL UNION NO. 4, IBEW PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,082
Total income from all sources (including contributions)2010-12-31$3,393,690
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,456,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,413,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,160,243
Value of total assets at end of year2010-12-31$19,646,355
Value of total assets at beginning of year2010-12-31$17,714,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$42,979
Total interest from all sources2010-12-31$4,121
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$411,946
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$411,946
Administrative expenses professional fees incurred2010-12-31$6,965
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,211,313
Amount contributed by the employer to the plan for this plan year2010-12-31$1,211,313
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,088,934
Participant contributions at end of year2010-12-31$92,005
Participant contributions at beginning of year2010-12-31$99,480
Participant contributions at end of year2010-12-31$5,217
Participant contributions at beginning of year2010-12-31$3,153
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$71,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$8,082
Administrative expenses (other) incurred2010-12-31$8,897
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$1,937,093
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,643,302
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,706,209
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$8,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$18,027,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,000,016
Income. Interest from loans (other than to participants)2010-12-31$4,121
Value of interest in common/collective trusts at end of year2010-12-31$1,395,482
Value of interest in common/collective trusts at beginning of year2010-12-31$1,531,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,759,361
Net investment gain or loss from common/collective trusts2010-12-31$58,019
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$126,119
Employer contributions (assets) at beginning of year2010-12-31$80,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,413,618
Contract administrator fees2010-12-31$18,443
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 name2010-12-31MICHAEL CUMMINS, CPA, PC
Accountancy firm EIN2010-12-31431555780
2009 : LOCAL UNION NO. 4, IBEW PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,116,037
Amount contributed by the employer to the plan for this plan year2009-12-31$1,116,037

Form 5500 Responses for LOCAL UNION NO. 4, IBEW PENSION PLAN

2023: LOCAL UNION NO. 4, IBEW PENSION 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 – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LOCAL UNION NO. 4, IBEW PENSION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL UNION NO. 4, IBEW PENSION 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION NO. 4, IBEW PENSION 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION NO. 4, IBEW PENSION 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION NO. 4, IBEW PENSION 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: LOCAL UNION NO. 4, IBEW PENSION 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: LOCAL UNION NO. 4, IBEW PENSION 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: LOCAL UNION NO. 4, IBEW PENSION 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
2013: LOCAL UNION NO. 4, IBEW PENSION 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: LOCAL UNION NO. 4, IBEW PENSION 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: LOCAL UNION NO. 4, IBEW PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION NO. 4, IBEW PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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