PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS
401k plan membership statisitcs for PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS
Measure | Date | Value |
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2022 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $272,875 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $324,167 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,300,239 |
Total of all expenses incurred | 2022-12-31 | $5,568,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,426,679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $6,153,505 |
Value of total assets at end of year | 2022-12-31 | $75,243,208 |
Value of total assets at beginning of year | 2022-12-31 | $83,162,740 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $141,322 |
Total interest from all sources | 2022-12-31 | $973,975 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $165,153 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,336,308 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,349 |
Administrative expenses (other) incurred | 2022-12-31 | $-213,805 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $70,530 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $57,941 |
Total non interest bearing cash at end of year | 2022-12-31 | $541,930 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $397,663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,868,240 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $74,970,333 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $82,838,573 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $138,222 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $40,348,184 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $52,251,736 |
Interest earned on other investments | 2022-12-31 | $973,975 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $34,353,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $30,513,341 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-9,427,719 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $4,815,848 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,426,679 |
Contract administrator fees | 2022-12-31 | $51,752 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $202,345 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $266,226 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MORROW & CO LLC |
Accountancy firm EIN | 2022-12-31 | 481142797 |
2021 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $324,167 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $206,709 |
Total income from all sources (including contributions) | 2021-12-31 | $14,666,147 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $4,242,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,090,983 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $5,581,197 |
Value of total assets at end of year | 2021-12-31 | $83,162,740 |
Value of total assets at beginning of year | 2021-12-31 | $72,621,156 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $151,038 |
Total interest from all sources | 2021-12-31 | $897,109 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $166,320 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,190,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $4,652 |
Administrative expenses (other) incurred | 2021-12-31 | $-121,151 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $57,941 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,531 |
Total non interest bearing cash at end of year | 2021-12-31 | $397,663 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $412,058 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $10,424,126 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $82,838,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $72,414,447 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $50,372 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $52,251,736 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $41,727,925 |
Interest earned on other investments | 2021-12-31 | $897,109 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $30,513,341 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $30,481,173 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $8,187,841 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,386,280 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,090,983 |
Contract administrator fees | 2021-12-31 | $55,497 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $266,226 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $205,178 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MORROW & CO LLC CPAS |
Accountancy firm EIN | 2021-12-31 | 481142797 |
2020 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $206,709 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $50,564 |
Total income from all sources (including contributions) | 2020-12-31 | $11,322,392 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $6,046,094 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,974,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,636,764 |
Value of total assets at end of year | 2020-12-31 | $72,621,156 |
Value of total assets at beginning of year | 2020-12-31 | $67,188,713 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $71,481 |
Total interest from all sources | 2020-12-31 | $875,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $89,300 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,029,906 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $12,131 |
Administrative expenses (other) incurred | 2020-12-31 | $-111,355 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,531 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $50,564 |
Total non interest bearing cash at end of year | 2020-12-31 | $412,058 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $427,656 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $5,276,298 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $72,414,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $67,138,149 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $45,810 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $41,727,925 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $39,186,813 |
Interest earned on other investments | 2020-12-31 | $875,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $30,481,173 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $27,574,244 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $5,810,517 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,594,727 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,974,613 |
Contract administrator fees | 2020-12-31 | $47,726 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $205,178 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | MORROW & CO., LLC CPAS |
Accountancy firm EIN | 2020-12-31 | 481142797 |
2019 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,564 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $50,564 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $61,310 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $61,310 |
Total income from all sources (including contributions) | 2019-12-31 | $14,135,237 |
Total income from all sources (including contributions) | 2019-12-31 | $14,135,237 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $5,386,623 |
Total of all expenses incurred | 2019-12-31 | $5,386,623 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,165,897 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,165,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,272,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $5,272,582 |
Value of total assets at end of year | 2019-12-31 | $67,188,713 |
Value of total assets at beginning of year | 2019-12-31 | $58,450,845 |
Value of total assets at beginning of year | 2019-12-31 | $58,450,845 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $220,726 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $220,726 |
Total interest from all sources | 2019-12-31 | $807,483 |
Total interest from all sources | 2019-12-31 | $807,483 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $167,008 |
Administrative expenses professional fees incurred | 2019-12-31 | $167,008 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,214,071 |
Contributions received from participants | 2019-12-31 | $1,214,071 |
Administrative expenses (other) incurred | 2019-12-31 | $-84,104 |
Administrative expenses (other) incurred | 2019-12-31 | $-84,104 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $50,564 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $50,564 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $61,310 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $61,310 |
Total non interest bearing cash at end of year | 2019-12-31 | $427,656 |
Total non interest bearing cash at end of year | 2019-12-31 | $427,656 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $495,114 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $495,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,748,614 |
Value of net income/loss | 2019-12-31 | $8,748,614 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $67,138,149 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $67,138,149 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $58,389,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $58,389,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $47,240 |
Investment advisory and management fees | 2019-12-31 | $47,240 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $39,186,813 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $39,186,813 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $30,936,905 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $30,936,905 |
Interest earned on other investments | 2019-12-31 | $807,483 |
Interest earned on other investments | 2019-12-31 | $807,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $27,574,244 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $27,574,244 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $27,018,826 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $27,018,826 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $8,055,172 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $8,055,172 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,058,511 |
Contributions received in cash from employer | 2019-12-31 | $4,058,511 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,165,897 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,165,897 |
Contract administrator fees | 2019-12-31 | $90,582 |
Contract administrator fees | 2019-12-31 | $90,582 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MORROW & CO., LLC CPA'S |
Accountancy firm name | 2019-12-31 | MORROW & CO., LLC CPA'S |
Accountancy firm EIN | 2019-12-31 | 481142797 |
Accountancy firm EIN | 2019-12-31 | 481142797 |
2018 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $61,310 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $434,078 |
Total income from all sources (including contributions) | 2018-12-31 | $4,154,541 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,079,484 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,962,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $4,954,905 |
Value of total assets at end of year | 2018-12-31 | $58,450,845 |
Value of total assets at beginning of year | 2018-12-31 | $56,748,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $117,250 |
Total interest from all sources | 2018-12-31 | $742,986 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $64,660 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,127,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $11,374 |
Other income not declared elsewhere | 2018-12-31 | $677 |
Administrative expenses (other) incurred | 2018-12-31 | $-75,347 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $61,310 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $48,581 |
Total non interest bearing cash at end of year | 2018-12-31 | $495,114 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $441,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $2,075,057 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $58,389,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $56,314,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $41,505 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $30,936,905 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $31,231,986 |
Interest earned on other investments | 2018-12-31 | $742,986 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $27,018,826 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $25,074,976 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-1,544,027 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $3,815,842 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,962,234 |
Contract administrator fees | 2018-12-31 | $86,432 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $385,497 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MORROW & CO., LLC CPA'S |
Accountancy firm EIN | 2018-12-31 | 481142797 |
2017 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $434,078 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $266,455 |
Total income from all sources (including contributions) | 2017-12-31 | $9,787,003 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,934,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,820,877 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,118,028 |
Value of total assets at end of year | 2017-12-31 | $56,748,556 |
Value of total assets at beginning of year | 2017-12-31 | $50,728,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $113,199 |
Total interest from all sources | 2017-12-31 | $739,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $51,780 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $-3,159,185 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $3,159,185 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $950,846 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $7,997 |
Administrative expenses (other) incurred | 2017-12-31 | $-61,291 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $48,581 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $37,262 |
Total non interest bearing cash at end of year | 2017-12-31 | $441,594 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $355,353 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,852,927 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $56,314,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $50,461,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $39,355 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $31,231,986 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $25,085,442 |
Interest earned on other investments | 2017-12-31 | $739,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $25,074,976 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $25,287,211 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $4,928,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,159,185 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,820,877 |
Contract administrator fees | 2017-12-31 | $83,355 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $385,497 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $229,193 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MORROW & CO,. LLC CPA'S |
Accountancy firm EIN | 2017-12-31 | 481142797 |
2016 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $266,455 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $126,064 |
Total income from all sources (including contributions) | 2016-12-31 | $6,727,530 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,980,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,862,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,768,516 |
Value of total assets at end of year | 2016-12-31 | $50,728,006 |
Value of total assets at beginning of year | 2016-12-31 | $46,840,816 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $118,077 |
Total interest from all sources | 2016-12-31 | $708,711 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $54,530 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $-2,905,686 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $2,905,686 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $853,509 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $9,321 |
Other income not declared elsewhere | 2016-12-31 | $12,087 |
Administrative expenses (other) incurred | 2016-12-31 | $-55,961 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $37,262 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $31,691 |
Total non interest bearing cash at end of year | 2016-12-31 | $355,353 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $349,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,746,799 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $50,461,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $46,714,752 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $37,680 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $25,085,442 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $23,884,355 |
Interest earned on other investments | 2016-12-31 | $708,711 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $25,287,211 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $22,607,287 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $2,238,216 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,905,686 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,862,654 |
Contract administrator fees | 2016-12-31 | $81,828 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $229,193 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $94,373 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MORROW & CO., LLC CPA'S |
Accountancy firm EIN | 2016-12-31 | 481142797 |
2015 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $126,064 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $325,895 |
Total income from all sources (including contributions) | 2015-12-31 | $4,415,878 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,659,523 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,468,942 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $3,646,106 |
Value of total assets at end of year | 2015-12-31 | $46,840,816 |
Value of total assets at beginning of year | 2015-12-31 | $45,284,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $190,581 |
Total interest from all sources | 2015-12-31 | $629,308 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $82,065 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $-2,852,554 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $2,852,554 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $792,531 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,021 |
Administrative expenses (other) incurred | 2015-12-31 | $-12,169 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $31,691 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $47,006 |
Total non interest bearing cash at end of year | 2015-12-31 | $349,174 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $370,224 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,756,355 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $46,714,752 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $44,958,397 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $38,368 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $23,884,355 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $24,315,871 |
Interest on participant loans | 2015-12-31 | $629,308 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $22,607,287 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $20,598,197 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $140,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,852,554 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,468,942 |
Contract administrator fees | 2015-12-31 | $82,317 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $94,373 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $278,889 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MORROW & CO., LLC CPA'S |
Accountancy firm EIN | 2015-12-31 | 481142797 |
2014 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $325,895 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $49,042 |
Total income from all sources (including contributions) | 2014-12-31 | $5,975,378 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,642,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,427,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $3,627,176 |
Value of total assets at end of year | 2014-12-31 | $45,284,292 |
Value of total assets at beginning of year | 2014-12-31 | $41,674,741 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $215,152 |
Total interest from all sources | 2014-12-31 | $589,636 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $89,658 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $-2,940,097 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $2,940,097 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $687,079 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $4,107 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $47,006 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $49,042 |
Total non interest bearing cash at end of year | 2014-12-31 | $370,224 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $334,777 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,332,698 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $44,958,397 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $41,625,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $37,257 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $24,315,871 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $21,877,287 |
Interest earned on other investments | 2014-12-31 | $589,636 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $20,598,197 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $19,462,677 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,758,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,940,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,427,528 |
Contract administrator fees | 2014-12-31 | $84,130 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $278,889 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MORROW & CO., LLC CPA'S |
Accountancy firm EIN | 2014-12-31 | 481142797 |
2013 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $49,042 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $125,726 |
Total income from all sources (including contributions) | 2013-12-31 | $8,406,755 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,949,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,761,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,428,790 |
Value of total assets at end of year | 2013-12-31 | $41,674,741 |
Value of total assets at beginning of year | 2013-12-31 | $36,294,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $187,702 |
Total interest from all sources | 2013-12-31 | $553,738 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $81,577 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $-2,797,370 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $2,797,370 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $601,168 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $30,252 |
Other income not declared elsewhere | 2013-12-31 | $13,902 |
Administrative expenses (other) incurred | 2013-12-31 | $6,362 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $49,042 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $31,206 |
Total non interest bearing cash at end of year | 2013-12-31 | $334,777 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $303,801 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $5,457,420 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $41,625,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $36,168,279 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $36,767 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $21,877,287 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $17,313,903 |
Interest earned on other investments | 2013-12-31 | $553,738 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $19,462,677 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $18,676,301 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $4,410,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,797,370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,761,633 |
Contract administrator fees | 2013-12-31 | $62,996 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $94,520 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MORROW & CO. LLC CPA'S |
Accountancy firm EIN | 2013-12-31 | 481142797 |
2012 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $125,726 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $170,520 |
Total income from all sources (including contributions) | 2012-12-31 | $5,651,569 |
Total of all expenses incurred | 2012-12-31 | $2,301,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,131,556 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,126,495 |
Value of total assets at end of year | 2012-12-31 | $36,294,005 |
Value of total assets at beginning of year | 2012-12-31 | $32,988,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $169,502 |
Total interest from all sources | 2012-12-31 | $532,247 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $64,571 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $-2,576,892 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $2,576,892 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $549,603 |
Administrative expenses (other) incurred | 2012-12-31 | $5,992 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $31,206 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $35,532 |
Total non interest bearing cash at end of year | 2012-12-31 | $303,801 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $243,868 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $3,350,511 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $36,168,279 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $32,817,768 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $36,343 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $17,313,903 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $15,010,703 |
Interest earned on other investments | 2012-12-31 | $532,247 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $18,676,301 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $17,733,717 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,992,827 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $2,576,892 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,131,556 |
Contract administrator fees | 2012-12-31 | $62,596 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $94,520 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $134,988 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MORROW & CO. LLC CPA'S |
Accountancy firm EIN | 2012-12-31 | 481142797 |
2011 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $170,520 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $95,323 |
Total income from all sources (including contributions) | 2011-12-31 | $3,099,867 |
Total of all expenses incurred | 2011-12-31 | $1,635,277 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,461,566 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,561,042 |
Value of total assets at end of year | 2011-12-31 | $32,988,288 |
Value of total assets at beginning of year | 2011-12-31 | $31,448,501 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $173,711 |
Total interest from all sources | 2011-12-31 | $503,401 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $62,178 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $-2,096,403 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $2,096,403 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $464,639 |
Administrative expenses (other) incurred | 2011-12-31 | $14,447 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $35,532 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $30,872 |
Total non interest bearing cash at end of year | 2011-12-31 | $243,868 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $278,451 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,464,590 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $32,817,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $31,353,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $35,317 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $15,010,703 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $14,718,603 |
Interest earned on other investments | 2011-12-31 | $503,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $17,733,717 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $16,451,447 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $35,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $2,096,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,461,566 |
Contract administrator fees | 2011-12-31 | $61,769 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $134,988 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $64,451 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MORROW & CO. LLC CPAS |
Accountancy firm EIN | 2011-12-31 | 481142797 |
2010 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $95,323 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $117,891 |
Total income from all sources (including contributions) | 2010-12-31 | $4,960,338 |
Total of all expenses incurred | 2010-12-31 | $1,669,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,524,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $2,583,075 |
Value of total assets at end of year | 2010-12-31 | $31,448,501 |
Value of total assets at beginning of year | 2010-12-31 | $28,180,345 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $145,572 |
Total interest from all sources | 2010-12-31 | $477,531 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $45,190 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $-2,102,928 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $2,102,928 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $480,147 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $6,956 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $30,872 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $36,008 |
Total non interest bearing cash at end of year | 2010-12-31 | $278,451 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $324,819 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Income. Non cash contributions | 2010-12-31 | $0 |
Value of net income/loss | 2010-12-31 | $3,290,724 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $31,353,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $28,062,454 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $32,208 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $14,718,603 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $12,265,834 |
Interest earned on other investments | 2010-12-31 | $477,531 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $16,451,447 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $15,589,692 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,899,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2,102,928 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,524,042 |
Contract administrator fees | 2010-12-31 | $61,218 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $64,451 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $81,883 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MORROW & COMPANY LLC CPAS |
Accountancy firm EIN | 2010-12-31 | 481142797 |
2009 : PLUMBING & PIPEFITTING INDUSTRY RETIREMENT PLAN OF KANSAS 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $-2,048,627 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $2,048,627 |