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PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN
Plan identification number 001

PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.

401k Sponsoring company profile

PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS FUND has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS FUND
Employer identification number (EIN):522124369
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01TERRIEA SMALLS2024-09-24 BRIAN GROARK2024-09-24
0012022-01-01TERRIEA SMALLS2023-09-28 RICHARD HARRINGTON2023-09-28
0012021-01-01TERRIEA SMALLS2022-09-13 BROOKE GREER2022-09-13
0012020-01-01TERRIEA SMALLS2021-07-23 BROOKE GREER2021-07-22
0012019-01-01JAMES E KILLEEN III2020-09-28 BROOKE GREER2020-09-28
0012018-01-01JAMES E KILLEEN III2019-09-24 JAY SCHWAB2019-09-24
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES E KILLEEN III
0012011-01-01JAMES E KILLEEN III
0012010-01-01JAMES E KILLEEN III
0012009-01-01JAMES E KILLEEN III

Plan Statistics for PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN

Measure Date Value
2023: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012,130
Total number of active participants reported on line 7a of the Form 55002023-01-012,075
Number of retired or separated participants receiving benefits2023-01-0129
Number of other retired or separated participants entitled to future benefits2023-01-0179
Total of all active and inactive participants2023-01-012,183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-018
Total participants2023-01-012,191
Number of participants with account balances2023-01-011,886
Number of employers contributing to the scheme2023-01-0169
2022: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,278
Total number of active participants reported on line 7a of the Form 55002022-01-012,043
Number of retired or separated participants receiving benefits2022-01-0126
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-012,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,130
Number of participants with account balances2022-01-011,849
Number of employers contributing to the scheme2022-01-0174
2021: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,061
Total number of active participants reported on line 7a of the Form 55002021-01-011,988
Number of retired or separated participants receiving benefits2021-01-0123
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-012,083
Total participants2021-01-012,083
Number of participants with account balances2021-01-011,831
Number of employers contributing to the scheme2021-01-0187
2020: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,981
Total number of active participants reported on line 7a of the Form 55002020-01-011,967
Number of retired or separated participants receiving benefits2020-01-0118
Number of other retired or separated participants entitled to future benefits2020-01-0161
Total of all active and inactive participants2020-01-012,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-012,061
Number of participants with account balances2020-01-011,810
Number of employers contributing to the scheme2020-01-0158
2019: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,897
Total number of active participants reported on line 7a of the Form 55002019-01-011,899
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-011,966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0115
Total participants2019-01-011,981
Number of participants with account balances2019-01-011,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0157
2018: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,821
Total number of active participants reported on line 7a of the Form 55002018-01-011,820
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-011,874
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-011,877
Number of participants with account balances2018-01-011,695
Number of employers contributing to the scheme2018-01-0163
2017: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,727
Total number of active participants reported on line 7a of the Form 55002017-01-011,771
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-011,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,804
Number of participants with account balances2017-01-011,652
Number of employers contributing to the scheme2017-01-0162
2016: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,680
Total number of active participants reported on line 7a of the Form 55002016-01-011,699
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-011,712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-011,714
Number of participants with account balances2016-01-011,626
Number of employers contributing to the scheme2016-01-0162
2015: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,711
Total number of active participants reported on line 7a of the Form 55002015-01-011,666
Number of retired or separated participants receiving benefits2015-01-0111
Number of other retired or separated participants entitled to future benefits2015-01-012
Total of all active and inactive participants2015-01-011,679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,680
Number of participants with account balances2015-01-011,622
Number of employers contributing to the scheme2015-01-0168
2014: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,787
Total number of active participants reported on line 7a of the Form 55002014-01-011,080
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-01619
Total of all active and inactive participants2014-01-011,711
Total participants2014-01-011,711
Number of participants with account balances2014-01-011,661
Number of employers contributing to the scheme2014-01-0168
2013: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,837
Total number of active participants reported on line 7a of the Form 55002013-01-011,131
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-01648
Total of all active and inactive participants2013-01-011,787
Total participants2013-01-011,787
Number of participants with account balances2013-01-011,737
Number of employers contributing to the scheme2013-01-0170
2012: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,893
Total number of active participants reported on line 7a of the Form 55002012-01-011,204
Number of other retired or separated participants entitled to future benefits2012-01-01633
Total of all active and inactive participants2012-01-011,837
Total participants2012-01-011,837
Number of participants with account balances2012-01-011,788
Number of employers contributing to the scheme2012-01-0167
2011: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,898
Total number of active participants reported on line 7a of the Form 55002011-01-011,301
Number of other retired or separated participants entitled to future benefits2011-01-01592
Total of all active and inactive participants2011-01-011,893
Total participants2011-01-011,893
Number of participants with account balances2011-01-011,837
Number of employers contributing to the scheme2011-01-0167
2010: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,938
Total number of active participants reported on line 7a of the Form 55002010-01-011,324
Number of other retired or separated participants entitled to future benefits2010-01-01574
Total of all active and inactive participants2010-01-011,898
Total participants2010-01-011,898
Number of participants with account balances2010-01-011,851
Number of employers contributing to the scheme2010-01-0169
2009: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,944
Total number of active participants reported on line 7a of the Form 55002009-01-011,382
Number of other retired or separated participants entitled to future benefits2009-01-01556
Total of all active and inactive participants2009-01-011,938
Total participants2009-01-011,938
Number of participants with account balances2009-01-011,891
Number of employers contributing to the scheme2009-01-0187

Financial Data on PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN

Measure Date Value
2023 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$58,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$166,280
Total income from all sources (including contributions)2023-12-31$26,769,321
Total of all expenses incurred2023-12-31$4,477,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,103,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$8,226,200
Value of total assets at end of year2023-12-31$122,455,521
Value of total assets at beginning of year2023-12-31$100,271,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$374,257
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$3,340,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$3,340,232
Was this plan covered by a fidelity bond2023-12-31No
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$7,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$12,959
Other income not declared elsewhere2023-12-31$212,897
Administrative expenses (other) incurred2023-12-31$282,131
Liabilities. Value of operating payables at end of year2023-12-31$58,652
Liabilities. Value of operating payables at beginning of year2023-12-31$166,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$22,291,540
Value of net assets at end of year (total assets less liabilities)2023-12-31$122,396,869
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$100,105,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$42,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$115,740,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$93,999,171
Value of interest in common/collective trusts at end of year2023-12-31$4,190,022
Value of interest in common/collective trusts at beginning of year2023-12-31$4,037,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1,654,811
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,426,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,426,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$14,989,992
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$8,226,200
Employer contributions (assets) at end of year2023-12-31$862,795
Employer contributions (assets) at beginning of year2023-12-31$795,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,103,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2023-12-31470900880
2022 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$166,280
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,128
Total income from all sources (including contributions)2022-12-31$-17,384,047
Total of all expenses incurred2022-12-31$5,031,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,643,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,377,434
Value of total assets at end of year2022-12-31$100,271,609
Value of total assets at beginning of year2022-12-31$122,531,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$388,381
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,857,491
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,857,491
Administrative expenses professional fees incurred2022-12-31$88,791
Was this plan covered by a fidelity bond2022-12-31No
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$12,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$12,859
Other income not declared elsewhere2022-12-31$212,373
Administrative expenses (other) incurred2022-12-31$299,590
Liabilities. Value of operating payables at end of year2022-12-31$166,280
Liabilities. Value of operating payables at beginning of year2022-12-31$10,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,415,575
Value of net assets at end of year (total assets less liabilities)2022-12-31$100,105,329
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$122,520,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$93,999,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$117,769,348
Value of interest in common/collective trusts at end of year2022-12-31$4,037,004
Value of interest in common/collective trusts at beginning of year2022-12-31$2,791,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,426,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,231,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,231,414
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-29,831,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$7,377,434
Employer contributions (assets) at end of year2022-12-31$795,676
Employer contributions (assets) at beginning of year2022-12-31$725,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,643,147
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,128
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$135,971
Total income from all sources (including contributions)2021-12-31$20,881,967
Total of all expenses incurred2021-12-31$5,647,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,286,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,147,835
Value of total assets at end of year2021-12-31$122,531,032
Value of total assets at beginning of year2021-12-31$107,422,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$361,499
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,338,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$8,338,458
Administrative expenses professional fees incurred2021-12-31$99,206
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$12,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,107
Other income not declared elsewhere2021-12-31$258,712
Administrative expenses (other) incurred2021-12-31$262,293
Liabilities. Value of operating payables at end of year2021-12-31$10,128
Liabilities. Value of operating payables at beginning of year2021-12-31$35,170
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,234,275
Value of net assets at end of year (total assets less liabilities)2021-12-31$122,520,904
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$107,286,629
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$117,769,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$102,545,376
Value of interest in common/collective trusts at end of year2021-12-31$2,791,554
Value of interest in common/collective trusts at beginning of year2021-12-31$3,018,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,231,414
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,146,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,146,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,136,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,147,835
Employer contributions (assets) at end of year2021-12-31$725,857
Employer contributions (assets) at beginning of year2021-12-31$710,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,286,193
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$100,801
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$135,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$149,375
Total income from all sources (including contributions)2020-12-31$26,695,402
Total of all expenses incurred2020-12-31$4,629,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,279,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,847,220
Value of total assets at end of year2020-12-31$107,422,600
Value of total assets at beginning of year2020-12-31$85,369,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$349,738
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,912,253
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,912,253
Administrative expenses professional fees incurred2020-12-31$105,627
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,107
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,556
Other income not declared elsewhere2020-12-31$135,415
Administrative expenses (other) incurred2020-12-31$244,111
Liabilities. Value of operating payables at end of year2020-12-31$35,170
Liabilities. Value of operating payables at beginning of year2020-12-31$46,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$22,066,023
Value of net assets at end of year (total assets less liabilities)2020-12-31$107,286,629
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$85,220,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$102,545,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$81,310,020
Value of interest in common/collective trusts at end of year2020-12-31$3,018,120
Value of interest in common/collective trusts at beginning of year2020-12-31$2,299,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,146,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,164,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,164,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$15,734,169
Net investment gain or loss from common/collective trusts2020-12-31$66,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,847,220
Employer contributions (assets) at end of year2020-12-31$710,516
Employer contributions (assets) at beginning of year2020-12-31$584,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,279,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$100,801
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$103,201
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$149,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$264,362
Total income from all sources (including contributions)2019-12-31$21,447,677
Total of all expenses incurred2019-12-31$3,166,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,821,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,251,623
Value of total assets at end of year2019-12-31$85,369,981
Value of total assets at beginning of year2019-12-31$67,203,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$344,872
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,542,311
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,542,311
Administrative expenses professional fees incurred2019-12-31$106,397
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,469
Other income not declared elsewhere2019-12-31$192,262
Administrative expenses (other) incurred2019-12-31$238,475
Liabilities. Value of operating payables at end of year2019-12-31$46,174
Liabilities. Value of operating payables at beginning of year2019-12-31$30,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$18,281,122
Value of net assets at end of year (total assets less liabilities)2019-12-31$85,220,606
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$66,939,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$81,310,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$63,627,075
Value of interest in common/collective trusts at end of year2019-12-31$2,299,557
Value of interest in common/collective trusts at beginning of year2019-12-31$2,081,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,164,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$973,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$973,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,407,365
Net investment gain or loss from common/collective trusts2019-12-31$54,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,251,623
Employer contributions (assets) at end of year2019-12-31$584,474
Employer contributions (assets) at beginning of year2019-12-31$520,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,821,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$103,201
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$233,953
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
2018 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$264,362
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$191,337
Total income from all sources (including contributions)2018-12-31$2,557,932
Total of all expenses incurred2018-12-31$3,147,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,858,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,120,509
Value of total assets at end of year2018-12-31$67,203,846
Value of total assets at beginning of year2018-12-31$67,720,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$288,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$72,587
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,166
Other income not declared elsewhere2018-12-31$238,118
Administrative expenses (other) incurred2018-12-31$216,295
Liabilities. Value of operating payables at end of year2018-12-31$30,409
Liabilities. Value of operating payables at beginning of year2018-12-31$32,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-589,273
Value of net assets at end of year (total assets less liabilities)2018-12-31$66,939,484
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,528,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$63,627,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$62,868,771
Value of interest in common/collective trusts at end of year2018-12-31$2,081,321
Value of interest in common/collective trusts at beginning of year2018-12-31$3,602,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$973,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$764,385
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$764,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,796,785
Net investment gain or loss from common/collective trusts2018-12-31$-3,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,120,509
Employer contributions (assets) at end of year2018-12-31$520,968
Employer contributions (assets) at beginning of year2018-12-31$476,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,858,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$233,953
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$158,980
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$191,337
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$160,327
Total income from all sources (including contributions)2017-12-31$13,462,348
Total of all expenses incurred2017-12-31$2,736,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,465,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,004,834
Value of total assets at end of year2017-12-31$67,720,094
Value of total assets at beginning of year2017-12-31$56,963,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$271,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$56,741
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$584
Other income not declared elsewhere2017-12-31$209,317
Administrative expenses (other) incurred2017-12-31$214,559
Liabilities. Value of operating payables at end of year2017-12-31$32,357
Liabilities. Value of operating payables at beginning of year2017-12-31$20,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,725,896
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,528,757
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,802,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$62,868,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$52,857,392
Value of interest in common/collective trusts at end of year2017-12-31$3,602,391
Value of interest in common/collective trusts at beginning of year2017-12-31$3,253,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$764,385
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$574,531
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$574,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,027,667
Net investment gain or loss from common/collective trusts2017-12-31$220,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,004,834
Employer contributions (assets) at end of year2017-12-31$476,381
Employer contributions (assets) at beginning of year2017-12-31$277,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,465,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Liabilities. Value of benefit claims payable at end of year2017-12-31$158,980
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$140,223
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$160,327
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$96,438
Total income from all sources (including contributions)2016-12-31$6,142,426
Total of all expenses incurred2016-12-31$2,522,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,263,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,574,549
Value of total assets at end of year2016-12-31$56,963,188
Value of total assets at beginning of year2016-12-31$53,279,056
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$258,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$58,471
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$6,536
Other income not declared elsewhere2016-12-31$203,230
Administrative expenses (other) incurred2016-12-31$199,897
Liabilities. Value of operating payables at end of year2016-12-31$20,104
Liabilities. Value of operating payables at beginning of year2016-12-31$24,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,620,243
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,802,861
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$53,182,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$52,857,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,235,453
Value of interest in common/collective trusts at end of year2016-12-31$3,253,059
Value of interest in common/collective trusts at beginning of year2016-12-31$6,430,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$574,531
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$383,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$383,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,130,458
Net investment gain or loss from common/collective trusts2016-12-31$234,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,574,549
Employer contributions (assets) at end of year2016-12-31$277,622
Employer contributions (assets) at beginning of year2016-12-31$222,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,263,815
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$140,223
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$71,920
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SALTER & COMPANY LLC
Accountancy firm EIN2016-12-31208078757
2015 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$96,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$256,644
Total income from all sources (including contributions)2015-12-31$1,434,891
Total of all expenses incurred2015-12-31$2,559,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,200,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,073,922
Value of total assets at end of year2015-12-31$53,279,056
Value of total assets at beginning of year2015-12-31$54,564,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$358,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$154,535
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$6,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,823
Other income not declared elsewhere2015-12-31$270,340
Administrative expenses (other) incurred2015-12-31$204,464
Liabilities. Value of operating payables at end of year2015-12-31$24,518
Liabilities. Value of operating payables at beginning of year2015-12-31$28,379
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,124,791
Value of net assets at end of year (total assets less liabilities)2015-12-31$53,182,618
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,307,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,235,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$49,468,277
Value of interest in common/collective trusts at end of year2015-12-31$6,430,462
Value of interest in common/collective trusts at beginning of year2015-12-31$4,604,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$383,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$282,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$282,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-859,160
Net investment gain or loss from common/collective trusts2015-12-31$-50,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,073,922
Employer contributions (assets) at end of year2015-12-31$222,827
Employer contributions (assets) at beginning of year2015-12-31$201,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,200,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$71,920
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$228,265
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$256,644
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$444,882
Total income from all sources (including contributions)2014-12-31$4,860,956
Total of all expenses incurred2014-12-31$3,508,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,212,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,112,473
Value of total assets at end of year2014-12-31$54,564,053
Value of total assets at beginning of year2014-12-31$53,399,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$296,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$78,618
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,589
Other income not declared elsewhere2014-12-31$216,306
Administrative expenses (other) incurred2014-12-31$217,690
Liabilities. Value of operating payables at end of year2014-12-31$28,379
Liabilities. Value of operating payables at beginning of year2014-12-31$114,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,352,365
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,307,409
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$52,955,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$49,468,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$48,640,677
Value of interest in common/collective trusts at end of year2014-12-31$4,604,759
Value of interest in common/collective trusts at beginning of year2014-12-31$4,296,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$282,497
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$272,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$272,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$311,088
Net investment gain or loss from common/collective trusts2014-12-31$2,221,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,112,473
Employer contributions (assets) at end of year2014-12-31$201,697
Employer contributions (assets) at beginning of year2014-12-31$184,388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,212,283
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$228,265
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$330,505
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SALTER & COMPNAY, LLC
Accountancy firm EIN2014-12-31208078757
2013 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$444,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$62,257
Total income from all sources (including contributions)2013-12-31$10,421,645
Total of all expenses incurred2013-12-31$3,812,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,589,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,102,093
Value of total assets at end of year2013-12-31$53,399,926
Value of total assets at beginning of year2013-12-31$46,408,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$222,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$88,240
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$5,589
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$500
Other income not declared elsewhere2013-12-31$35,089
Administrative expenses (other) incurred2013-12-31$134,600
Liabilities. Value of operating payables at end of year2013-12-31$114,377
Liabilities. Value of operating payables at beginning of year2013-12-31$23,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,609,049
Value of net assets at end of year (total assets less liabilities)2013-12-31$52,955,044
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,345,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$48,640,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$41,691,439
Value of interest in common/collective trusts at end of year2013-12-31$4,296,477
Value of interest in common/collective trusts at beginning of year2013-12-31$4,268,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$272,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$250,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$250,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,898,884
Net investment gain or loss from common/collective trusts2013-12-31$385,579
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,102,093
Employer contributions (assets) at end of year2013-12-31$184,388
Employer contributions (assets) at beginning of year2013-12-31$197,608
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,589,756
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$330,505
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$38,769
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2013-12-31208078757
2012 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$42,518
Total income from all sources (including contributions)2012-12-31$7,045,635
Total of all expenses incurred2012-12-31$2,470,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,314,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,087,876
Value of total assets at end of year2012-12-31$46,408,252
Value of total assets at beginning of year2012-12-31$41,813,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$155,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$80,404
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$500
Other income not declared elsewhere2012-12-31$1,087
Administrative expenses (other) incurred2012-12-31$75,478
Liabilities. Value of operating payables at end of year2012-12-31$23,488
Liabilities. Value of operating payables at beginning of year2012-12-31$40,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,575,245
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,345,995
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,770,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$41,691,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$37,012,713
Value of interest in common/collective trusts at end of year2012-12-31$4,268,217
Value of interest in common/collective trusts at beginning of year2012-12-31$4,099,978
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$250,488
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$429,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$429,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,714,739
Net investment gain or loss from common/collective trusts2012-12-31$241,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,087,876
Employer contributions (assets) at end of year2012-12-31$197,608
Employer contributions (assets) at beginning of year2012-12-31$271,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,314,508
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$38,769
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,902
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2012-12-31208078757
2011 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$42,518
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$142,979
Total income from all sources (including contributions)2011-12-31$1,547,555
Total of all expenses incurred2011-12-31$1,666,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,489,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,053,727
Value of total assets at end of year2011-12-31$41,813,268
Value of total assets at beginning of year2011-12-31$42,032,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$177,125
Total interest from all sources2011-12-31$88
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$82,226
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$5,547
Other income not declared elsewhere2011-12-31$27,601
Administrative expenses (other) incurred2011-12-31$94,899
Liabilities. Value of operating payables at end of year2011-12-31$40,616
Liabilities. Value of operating payables at beginning of year2011-12-31$23,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-119,243
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,770,750
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$41,889,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$37,012,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$37,405,200
Value of interest in common/collective trusts at end of year2011-12-31$4,099,978
Value of interest in common/collective trusts at beginning of year2011-12-31$3,870,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$429,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$515,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$515,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$88
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-701,392
Net investment gain or loss from common/collective trusts2011-12-31$167,531
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,053,727
Employer contributions (assets) at end of year2011-12-31$271,170
Employer contributions (assets) at beginning of year2011-12-31$236,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,489,673
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,902
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$119,498
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2011-12-31208078757
2010 : PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$87,520
Total income from all sources (including contributions)2010-12-31$8,579,089
Total of all expenses incurred2010-12-31$1,159,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,001,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,430,124
Value of total assets at end of year2010-12-31$42,032,972
Value of total assets at beginning of year2010-12-31$34,557,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$157,311
Total interest from all sources2010-12-31$225
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$73,014
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$5,547
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$31,669
Other income not declared elsewhere2010-12-31$42,369
Administrative expenses (other) incurred2010-12-31$84,297
Liabilities. Value of operating payables at end of year2010-12-31$23,481
Liabilities. Value of operating payables at beginning of year2010-12-31$25,245
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,420,050
Value of net assets at end of year (total assets less liabilities)2010-12-31$41,889,993
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$34,469,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$37,405,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$30,033,586
Value of interest in common/collective trusts at end of year2010-12-31$3,870,170
Value of interest in common/collective trusts at beginning of year2010-12-31$3,392,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$515,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$736,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$736,281
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,851,349
Net investment gain or loss from common/collective trusts2010-12-31$255,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,430,124
Employer contributions (assets) at end of year2010-12-31$236,438
Employer contributions (assets) at beginning of year2010-12-31$363,721
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,001,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$119,498
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$62,275
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2010-12-31208078757

Form 5500 Responses for PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN

2023: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PLUMBERS AND GASFITTERS LOCAL 5 RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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