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SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 401k Plan overview

Plan NameSHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN
Plan identification number 001

SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN Benefits

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

401k Sponsoring company profile

SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 has sponsored the creation of one or more 401k plans.

Company Name:SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3
Employer identification number (EIN):470795205
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01JASON KIRCHHEVEL2024-01-08 JASON KIRCHHEVEL2024-01-08
0012021-07-01JASON KIRCHHEVEL2022-12-27
0012020-07-01JASON KIRCHHEVEL2022-06-15
0012020-07-01JASON KIRCHHEVEL2022-04-11
0012019-07-01JASON KIRCHHEVEL2021-04-12
0012019-07-01JASON KIRCHHEVEL2021-04-12
0012018-07-01JASON KIRCHHEVEL2020-06-18
0012018-07-01JASON KIRCHHEVEL2020-06-18
0012017-07-01JASON KIRCHHEVEL2019-06-12
0012017-07-01JASON KIRCHHEVEL2019-04-11
0012016-07-01
0012016-07-01JAMES WAUGH2018-04-16
0012015-07-01
0012015-07-01
0012014-07-01JAMES WAUGH
0012013-07-01JAMES WAUGH
0012012-07-01JAMES WAUGH
0012011-07-01JIM WAUGH
0012009-07-01MARK MERWALD

Plan Statistics for SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN

401k plan membership statisitcs for SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN

Measure Date Value
2022: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01669
Total number of active participants reported on line 7a of the Form 55002022-07-01570
Number of retired or separated participants receiving benefits2022-07-0166
Number of other retired or separated participants entitled to future benefits2022-07-0131
Total of all active and inactive participants2022-07-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01667
Number of participants with account balances2022-07-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-010
Number of employers contributing to the scheme2022-07-0124
2021: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01725
Total number of active participants reported on line 7a of the Form 55002021-07-01587
Number of retired or separated participants receiving benefits2021-07-0162
Number of other retired or separated participants entitled to future benefits2021-07-0136
Total of all active and inactive participants2021-07-01685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01685
Number of participants with account balances2021-07-01636
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Number of employers contributing to the scheme2021-07-0124
2020: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01887
Total number of active participants reported on line 7a of the Form 55002020-07-01662
Number of retired or separated participants receiving benefits2020-07-0171
Number of other retired or separated participants entitled to future benefits2020-07-0164
Total of all active and inactive participants2020-07-01797
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01797
Number of participants with account balances2020-07-01715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Number of employers contributing to the scheme2020-07-0128
2019: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01814
Total number of active participants reported on line 7a of the Form 55002019-07-01687
Number of retired or separated participants receiving benefits2019-07-0195
Number of other retired or separated participants entitled to future benefits2019-07-01107
Total of all active and inactive participants2019-07-01889
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01889
Number of participants with account balances2019-07-01887
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Number of employers contributing to the scheme2019-07-0128
2018: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01717
Total number of active participants reported on line 7a of the Form 55002018-07-01651
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-01173
Total of all active and inactive participants2018-07-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01824
Number of participants with account balances2018-07-01824
Number of employers contributing to the scheme2018-07-0133
2017: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01498
Total number of active participants reported on line 7a of the Form 55002017-07-01572
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-01145
Total of all active and inactive participants2017-07-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01717
Number of participants with account balances2017-07-01717
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-0133
2016: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01628
Total number of active participants reported on line 7a of the Form 55002016-07-01481
Number of other retired or separated participants entitled to future benefits2016-07-0172
Total of all active and inactive participants2016-07-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01553
Number of participants with account balances2016-07-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
Number of employers contributing to the scheme2016-07-0127
2015: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01624
Total number of active participants reported on line 7a of the Form 55002015-07-01498
Number of other retired or separated participants entitled to future benefits2015-07-01130
Total of all active and inactive participants2015-07-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-01628
Number of participants with account balances2015-07-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
Number of employers contributing to the scheme2015-07-0127
2014: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01527
Total number of active participants reported on line 7a of the Form 55002014-07-01387
Number of other retired or separated participants entitled to future benefits2014-07-01104
Total of all active and inactive participants2014-07-01491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-01491
Number of participants with account balances2014-07-01491
Number of employers contributing to the scheme2014-07-0127
2013: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01606
Total number of active participants reported on line 7a of the Form 55002013-07-01441
Number of other retired or separated participants entitled to future benefits2013-07-01143
Total of all active and inactive participants2013-07-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01584
Number of participants with account balances2013-07-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
Number of employers contributing to the scheme2013-07-0126
2012: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01614
Total number of active participants reported on line 7a of the Form 55002012-07-01605
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-01605
Number of participants with account balances2012-07-01551
Number of employers contributing to the scheme2012-07-0129
2011: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01612
Total number of active participants reported on line 7a of the Form 55002011-07-01412
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-01139
Total of all active and inactive participants2011-07-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-01551
Number of participants with account balances2011-07-01518
2009: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01650
Total number of active participants reported on line 7a of the Form 55002009-07-01526
Number of other retired or separated participants entitled to future benefits2009-07-0193
Total of all active and inactive participants2009-07-01619
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-01619
Number of participants with account balances2009-07-01583

Financial Data on SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN

Measure Date Value
2023 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$10,281
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$16,454
Total income from all sources (including contributions)2023-06-30$7,699,263
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$2,651,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$2,546,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$3,243,522
Value of total assets at end of year2023-06-30$43,361,939
Value of total assets at beginning of year2023-06-30$38,320,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$105,294
Total interest from all sources2023-06-30$61,426
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Administrative expenses professional fees incurred2023-06-30$105,294
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$1,000,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$884,369
Participant contributions at end of year2023-06-30$43,348
Participant contributions at beginning of year2023-06-30$44,919
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$50,046
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$17,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$14,268
Liabilities. Value of operating payables at end of year2023-06-30$10,281
Liabilities. Value of operating payables at beginning of year2023-06-30$16,454
Total non interest bearing cash at end of year2023-06-30$11,231
Total non interest bearing cash at beginning of year2023-06-30$59,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$5,047,937
Value of net assets at end of year (total assets less liabilities)2023-06-30$43,351,658
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$38,303,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$38,987,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$34,023,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$4,139,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$4,002,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$4,002,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$61,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$4,394,315
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$2,309,107
Employer contributions (assets) at end of year2023-06-30$163,429
Employer contributions (assets) at beginning of year2023-06-30$176,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$2,546,032
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30O'DONNEL, FICENEC
Accountancy firm EIN2023-06-30470387937
2022 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$16,454
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$36,080
Total income from all sources (including contributions)2022-06-30$-2,529,142
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$3,296,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$3,273,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$2,640,968
Value of total assets at end of year2022-06-30$38,320,175
Value of total assets at beginning of year2022-06-30$44,165,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$22,598
Total interest from all sources2022-06-30$35,678
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$43,744
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$1,000,000
If this is an individual account plan, was there a blackout period2022-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-06-30$0
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$721,160
Participant contributions at end of year2022-06-30$44,919
Participant contributions at beginning of year2022-06-30$29,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$14,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$29,517
Administrative expenses (other) incurred2022-06-30$-21,146
Liabilities. Value of operating payables at end of year2022-06-30$16,454
Liabilities. Value of operating payables at beginning of year2022-06-30$36,080
Total non interest bearing cash at end of year2022-06-30$59,063
Total non interest bearing cash at beginning of year2022-06-30$28,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-5,825,640
Value of net assets at end of year (total assets less liabilities)2022-06-30$38,303,721
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$44,129,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$34,023,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$40,052,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$4,002,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$3,889,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$3,889,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$35,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-5,205,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$1,919,808
Employer contributions (assets) at end of year2022-06-30$176,246
Employer contributions (assets) at beginning of year2022-06-30$136,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$3,273,900
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Disclaimer
Accountancy firm name2022-06-30O'DONNEL, FICENEC
Accountancy firm EIN2022-06-30470387937
2021 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$36,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$29,690
Total income from all sources (including contributions)2021-06-30$12,520,632
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,447,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,390,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$2,677,061
Value of total assets at end of year2021-06-30$44,165,441
Value of total assets at beginning of year2021-06-30$34,086,008
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$56,987
Total interest from all sources2021-06-30$39,963
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$56,987
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$700,468
Participant contributions at end of year2021-06-30$29,160
Participant contributions at beginning of year2021-06-30$31,819
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$143,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$29,517
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$16,112
Liabilities. Value of operating payables at end of year2021-06-30$36,080
Liabilities. Value of operating payables at beginning of year2021-06-30$29,690
Total non interest bearing cash at end of year2021-06-30$28,593
Total non interest bearing cash at beginning of year2021-06-30$30,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$10,073,043
Value of net assets at end of year (total assets less liabilities)2021-06-30$44,129,361
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$34,056,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$40,052,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$30,336,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$3,889,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,541,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,541,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$39,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$9,803,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$1,833,480
Employer contributions (assets) at end of year2021-06-30$136,571
Employer contributions (assets) at beginning of year2021-06-30$129,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,390,602
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30O'DONNEL, FICENEC
Accountancy firm EIN2021-06-30470387937
2020 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$29,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$26,127
Total income from all sources (including contributions)2020-06-30$3,253,916
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,288,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$1,228,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$2,566,339
Value of total assets at end of year2020-06-30$34,086,008
Value of total assets at beginning of year2020-06-30$32,116,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$59,632
Total interest from all sources2020-06-30$39,827
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$59,632
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$1,000,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$706,747
Participant contributions at end of year2020-06-30$31,819
Participant contributions at beginning of year2020-06-30$42,895
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$23,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$16,112
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$15,026
Liabilities. Value of operating payables at end of year2020-06-30$29,690
Liabilities. Value of operating payables at beginning of year2020-06-30$26,127
Total non interest bearing cash at end of year2020-06-30$30,248
Total non interest bearing cash at beginning of year2020-06-30$24,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$1,965,456
Value of net assets at end of year (total assets less liabilities)2020-06-30$34,056,318
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$32,090,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$30,336,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$29,115,427
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,541,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,779,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,779,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$39,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$647,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$1,836,387
Employer contributions (assets) at end of year2020-06-30$129,749
Employer contributions (assets) at beginning of year2020-06-30$140,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$1,228,828
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30O'DONNEL, FICENEC
Accountancy firm EIN2020-06-30470387937
2019 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$26,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$13,345
Total income from all sources (including contributions)2019-06-30$4,552,731
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,360,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,309,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$2,525,646
Value of total assets at end of year2019-06-30$32,116,989
Value of total assets at beginning of year2019-06-30$28,912,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$50,844
Total interest from all sources2019-06-30$36,817
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$50,844
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$701,605
Participant contributions at end of year2019-06-30$42,895
Participant contributions at beginning of year2019-06-30$34,462
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$25,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$15,026
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$13,129
Liabilities. Value of operating payables at end of year2019-06-30$26,127
Liabilities. Value of operating payables at beginning of year2019-06-30$13,345
Total non interest bearing cash at end of year2019-06-30$24,524
Total non interest bearing cash at beginning of year2019-06-30$7,717
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$3,192,094
Value of net assets at end of year (total assets less liabilities)2019-06-30$32,090,862
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$28,898,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$29,115,427
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$26,114,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,779,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,640,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,640,148
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$36,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$1,990,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$1,798,999
Employer contributions (assets) at end of year2019-06-30$140,062
Employer contributions (assets) at beginning of year2019-06-30$102,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,309,793
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30O'DONNEL, FICENEC
Accountancy firm EIN2019-06-30470387937
2018 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$13,345
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$21,001
Total income from all sources (including contributions)2018-06-30$4,210,807
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$1,303,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$1,237,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,859,719
Value of total assets at end of year2018-06-30$28,912,113
Value of total assets at beginning of year2018-06-30$26,012,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$65,341
Total interest from all sources2018-06-30$18,551
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$65,341
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$599,201
Participant contributions at end of year2018-06-30$34,462
Participant contributions at beginning of year2018-06-30$23,031
Assets. Other investments not covered elsewhere at beginning of year2018-06-30$216,197
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$748
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$13,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$11,644
Liabilities. Value of operating payables at end of year2018-06-30$13,345
Liabilities. Value of operating payables at beginning of year2018-06-30$21,001
Total non interest bearing cash at end of year2018-06-30$7,717
Total non interest bearing cash at beginning of year2018-06-30$32,720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$2,907,660
Value of net assets at end of year (total assets less liabilities)2018-06-30$28,898,768
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$25,991,108
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$26,114,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$23,618,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$2,640,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,028,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,028,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$18,551
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$2,332,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$1,259,770
Employer contributions (assets) at end of year2018-06-30$102,519
Employer contributions (assets) at beginning of year2018-06-30$81,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$1,237,806
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30O'DONNELL FICENEC
Accountancy firm EIN2018-06-30470387937
2017 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$21,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$28,774
Total income from all sources (including contributions)2017-06-30$4,742,193
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,624,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,588,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,596,658
Value of total assets at end of year2017-06-30$26,012,109
Value of total assets at beginning of year2017-06-30$22,901,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$35,610
Total interest from all sources2017-06-30$-6,086
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$35,610
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$521,548
Participant contributions at end of year2017-06-30$23,031
Participant contributions at beginning of year2017-06-30$23,880
Assets. Other investments not covered elsewhere at end of year2017-06-30$216,197
Assets. Other investments not covered elsewhere at beginning of year2017-06-30$228,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$11,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$11,582
Other income not declared elsewhere2017-06-30$1,782
Liabilities. Value of operating payables at end of year2017-06-30$21,001
Liabilities. Value of operating payables at beginning of year2017-06-30$28,774
Total non interest bearing cash at end of year2017-06-30$32,720
Total non interest bearing cash at beginning of year2017-06-30$29,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$3,118,073
Value of net assets at end of year (total assets less liabilities)2017-06-30$25,991,108
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$22,873,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$23,618,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$20,404,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,028,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,116,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,116,651
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$-6,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$3,149,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,075,110
Employer contributions (assets) at end of year2017-06-30$81,627
Employer contributions (assets) at beginning of year2017-06-30$87,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,588,510
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30O'DONNELL FICENEC
Accountancy firm EIN2017-06-30470387937
2016 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$28,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$33,992
Total income from all sources (including contributions)2016-06-30$1,430,959
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$871,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$828,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,595,741
Value of total assets at end of year2016-06-30$22,901,809
Value of total assets at beginning of year2016-06-30$22,347,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$43,786
Total interest from all sources2016-06-30$-2,200
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$43,786
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$483,317
Participant contributions at end of year2016-06-30$23,880
Participant contributions at beginning of year2016-06-30$20,036
Assets. Other investments not covered elsewhere at end of year2016-06-30$228,223
Assets. Other investments not covered elsewhere at beginning of year2016-06-30$343,608
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$83
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$11,582
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$7,612
Other income not declared elsewhere2016-06-30$3,324
Liabilities. Value of operating payables at end of year2016-06-30$28,774
Liabilities. Value of operating payables at beginning of year2016-06-30$33,992
Total non interest bearing cash at end of year2016-06-30$29,307
Total non interest bearing cash at beginning of year2016-06-30$36,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$559,111
Value of net assets at end of year (total assets less liabilities)2016-06-30$22,873,035
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$22,313,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$20,404,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$19,920,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,116,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,936,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,936,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$-2,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-165,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,112,424
Employer contributions (assets) at end of year2016-06-30$87,262
Employer contributions (assets) at beginning of year2016-06-30$83,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$828,062
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30O'DONNELL FICENEC
Accountancy firm EIN2016-06-30470387937
2015 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$33,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$19,640
Total income from all sources (including contributions)2015-06-30$2,364,088
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,326,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,280,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,712,674
Value of total assets at end of year2015-06-30$22,347,916
Value of total assets at beginning of year2015-06-30$21,295,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$45,400
Total interest from all sources2015-06-30$-10,034
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$16,900
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$534,121
Participant contributions at end of year2015-06-30$20,036
Participant contributions at beginning of year2015-06-30$22,277
Assets. Other investments not covered elsewhere at end of year2015-06-30$343,608
Assets. Other investments not covered elsewhere at beginning of year2015-06-30$344,395
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$13,307
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$7,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$10,300
Other income not declared elsewhere2015-06-30$4,254
Administrative expenses (other) incurred2015-06-30$7,606
Liabilities. Value of operating payables at end of year2015-06-30$33,992
Liabilities. Value of operating payables at beginning of year2015-06-30$19,640
Total non interest bearing cash at end of year2015-06-30$36,885
Total non interest bearing cash at beginning of year2015-06-30$20,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$1,037,928
Value of net assets at end of year (total assets less liabilities)2015-06-30$22,313,924
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$21,275,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$19,920,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$19,070,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,936,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,768,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,768,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$-10,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$657,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,165,246
Employer contributions (assets) at end of year2015-06-30$83,297
Employer contributions (assets) at beginning of year2015-06-30$59,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,280,760
Contract administrator fees2015-06-30$20,894
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30O'DONNELL FICENEC
Accountancy firm EIN2015-06-30470387937
2014 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$19,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$10,217
Total income from all sources (including contributions)2014-06-30$4,483,586
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$1,440,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$1,393,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$1,523,128
Value of total assets at end of year2014-06-30$21,295,636
Value of total assets at beginning of year2014-06-30$18,243,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$47,144
Total interest from all sources2014-06-30$-10,217
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$22,284
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$523,603
Participant contributions at end of year2014-06-30$22,277
Participant contributions at beginning of year2014-06-30$23,441
Assets. Other investments not covered elsewhere at end of year2014-06-30$344,395
Assets. Other investments not covered elsewhere at beginning of year2014-06-30$302,202
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$133,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$10,300
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$6,681
Other income not declared elsewhere2014-06-30$4,215
Administrative expenses (other) incurred2014-06-30$6,070
Liabilities. Value of operating payables at end of year2014-06-30$19,640
Liabilities. Value of operating payables at beginning of year2014-06-30$10,217
Total non interest bearing cash at end of year2014-06-30$20,590
Total non interest bearing cash at beginning of year2014-06-30$19,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$3,042,957
Value of net assets at end of year (total assets less liabilities)2014-06-30$21,275,996
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$18,233,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$19,070,729
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$16,050,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,768,180
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,775,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,775,549
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$-10,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$2,966,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$866,141
Employer contributions (assets) at end of year2014-06-30$59,165
Employer contributions (assets) at beginning of year2014-06-30$64,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$1,393,485
Contract administrator fees2014-06-30$18,790
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30O'DONNELL FICENEC
Accountancy firm EIN2014-06-30470387937
2013 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$10,217
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$5,376
Total income from all sources (including contributions)2013-06-30$3,463,596
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$1,021,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$983,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,400,645
Value of total assets at end of year2013-06-30$18,243,256
Value of total assets at beginning of year2013-06-30$15,795,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$37,194
Total interest from all sources2013-06-30$-12,597
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$13,075
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$1,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$561,814
Participant contributions at end of year2013-06-30$23,441
Participant contributions at beginning of year2013-06-30$22,906
Assets. Other investments not covered elsewhere at end of year2013-06-30$302,202
Assets. Other investments not covered elsewhere at beginning of year2013-06-30$506,618
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$6,681
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$6,543
Other income not declared elsewhere2013-06-30$33,162
Administrative expenses (other) incurred2013-06-30$5,362
Liabilities. Value of operating payables at end of year2013-06-30$10,217
Liabilities. Value of operating payables at beginning of year2013-06-30$5,376
Total non interest bearing cash at end of year2013-06-30$19,916
Total non interest bearing cash at beginning of year2013-06-30$12,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$2,442,509
Value of net assets at end of year (total assets less liabilities)2013-06-30$18,233,039
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$15,790,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$16,050,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$13,506,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,775,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,688,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,688,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$-12,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$2,042,386
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$838,831
Employer contributions (assets) at end of year2013-06-30$64,706
Employer contributions (assets) at beginning of year2013-06-30$52,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$983,893
Contract administrator fees2013-06-30$18,757
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30O'DONNEL & FICENEC
Accountancy firm EIN2013-06-30470387937
2012 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$5,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$11,311
Total income from all sources (including contributions)2012-06-30$1,037,243
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,163,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,125,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$1,179,742
Value of total assets at end of year2012-06-30$15,795,906
Value of total assets at beginning of year2012-06-30$16,928,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$38,318
Total interest from all sources2012-06-30$-13,878
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$38,318
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$1,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$471,689
Participant contributions at end of year2012-06-30$22,906
Participant contributions at beginning of year2012-06-30$18,104
Assets. Other investments not covered elsewhere at end of year2012-06-30$506,618
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$427,805
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$140
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$6,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$7,110
Other income not declared elsewhere2012-06-30$11,745
Liabilities. Value of operating payables at end of year2012-06-30$5,376
Liabilities. Value of operating payables at beginning of year2012-06-30$11,311
Total non interest bearing cash at end of year2012-06-30$12,642
Total non interest bearing cash at beginning of year2012-06-30$16,994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-1,126,216
Value of net assets at end of year (total assets less liabilities)2012-06-30$15,790,530
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$16,916,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$13,506,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$14,521,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,688,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,889,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,889,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$-13,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-140,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$707,913
Employer contributions (assets) at end of year2012-06-30$52,110
Employer contributions (assets) at beginning of year2012-06-30$46,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,125,141
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30O'DONNELL & FICNEC
Accountancy firm EIN2012-06-30123456789
2011 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$11,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$10,210
Total income from all sources (including contributions)2011-06-30$4,243,495
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,621,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,579,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,167,553
Value of total assets at end of year2011-06-30$16,928,057
Value of total assets at beginning of year2011-06-30$14,304,759
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$41,528
Total interest from all sources2011-06-30$-18,094
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$15,100
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$489,660
Participant contributions at end of year2011-06-30$18,104
Participant contributions at beginning of year2011-06-30$22,623
Assets. Other investments not covered elsewhere at end of year2011-06-30$427,805
Assets. Other investments not covered elsewhere at beginning of year2011-06-30$442,558
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$14,500
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$7,110
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$7,672
Other income not declared elsewhere2011-06-30$11,823
Administrative expenses (other) incurred2011-06-30$5,586
Liabilities. Value of operating payables at end of year2011-06-30$11,311
Liabilities. Value of operating payables at beginning of year2011-06-30$10,210
Total non interest bearing cash at end of year2011-06-30$16,994
Total non interest bearing cash at beginning of year2011-06-30$13,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$2,622,197
Value of net assets at end of year (total assets less liabilities)2011-06-30$16,916,746
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$14,294,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$478
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$14,521,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$11,675,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,889,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$2,091,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$2,091,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$-18,094
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$3,082,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$663,393
Employer contributions (assets) at end of year2011-06-30$46,749
Employer contributions (assets) at beginning of year2011-06-30$51,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,579,770
Contract administrator fees2011-06-30$20,364
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30O'DONNELL FICENEC
Accountancy firm EIN2011-06-30470387937
2010 : SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN

2022: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Submission has been amendedYes
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedYes
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedYes
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedYes
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulitple employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2009: SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3 401(K) PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulitple employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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