401k Plan data: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES plan

THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 401k Plan overview

Plan Name	THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES
Plan identification number	002

THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CLENDENIN BROTHERS, INC. has sponsored the creation of one or more 401k plans.

Company Name: CLENDENIN BROTHERS, INC.

Employer identification number (EIN): 631042387

NAIC Classification: 332610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2012-01-01 RICHARD A. BENEDICK
002 2011-01-01 RICHARD A. BENEDICK
002 2010-01-01 RICHARD A. BENEDICK
002 2009-01-01 RICHARD A. BENEDICK

Plan id#	Filing Submission Date	Name of Administrator
002	2012-01-01	RICHARD A. BENEDICK
002	2011-01-01	RICHARD A. BENEDICK
002	2010-01-01	RICHARD A. BENEDICK
002	2009-01-01	RICHARD A. BENEDICK

Plan Statistics for THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES

401k plan membership statisitcs for THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES

Measure Date Value
2012: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 35
Number of other retired or separated participants entitled to future benefits 2012-01-01 7
Total of all active and inactive participants 2012-01-01 42
Total participants 2012-01-01 42
Number of participants with account balances 2012-01-01 34
2011: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-01-01 43
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 34
Total participants 2011-01-01 34
Number of participants with account balances 2011-01-01 34
2010: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year 2010-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 28
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 48
Total participants 2010-01-01 48
Number of participants with account balances 2010-01-01 41
2009: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 92
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 111
Total participants 2009-01-01 111
Number of participants with account balances 2009-01-01 77

Measure	Date	Value
2012: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	35
Number of other retired or separated participants entitled to future benefits	2012-01-01	7
Total of all active and inactive participants	2012-01-01	42
Total participants	2012-01-01	42
Number of participants with account balances	2012-01-01	34
2011: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-01-01	43
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	34
Total participants	2011-01-01	34
Number of participants with account balances	2011-01-01	34
2010: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year	2010-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	28
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	48
Total participants	2010-01-01	48
Number of participants with account balances	2010-01-01	41
2009: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	92
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	111
Total participants	2009-01-01	111
Number of participants with account balances	2009-01-01	77

Financial Data on THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES

Measure	Date	Value
2012 : THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2012 401k financial data
Total income from all sources	2012-12-31	$113,860
Expenses. Total of all expenses incurred	2012-12-31	$17,697
Benefits paid (including direct rollovers)	2012-12-31	$14,841
Total plan assets at end of year	2012-12-31	$548,369
Total plan assets at beginning of year	2012-12-31	$452,206
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$46,472
Other income received	2012-12-31	$49,010
Net income (gross income less expenses)	2012-12-31	$96,163
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$548,369
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$452,206
Assets. Value of participant loans	2012-12-31	$67,843
Total contributions received or receivable from employer(s)	2012-12-31	$18,378
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,856
2011 : THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-6,697
Total income from all sources	2011-12-31	$50,081
Expenses. Total of all expenses incurred	2011-12-31	$22,254
Benefits paid (including direct rollovers)	2011-12-31	$17,596
Total plan assets at end of year	2011-12-31	$452,206
Total plan assets at beginning of year	2011-12-31	$431,076
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$39,067
Other income received	2011-12-31	$-4,651
Net income (gross income less expenses)	2011-12-31	$27,827
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$452,206
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$431,076
Total contributions received or receivable from employer(s)	2011-12-31	$15,665
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$4,658
2010 : THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2010 401k financial data
Total transfer of assets from this plan	2010-12-31	$639,834
Total income from all sources (including contributions)	2010-12-31	$94,398
Total of all expenses incurred	2010-12-31	$23,312
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$23,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$67,174
Value of total assets at end of year	2010-12-31	$431,076
Value of total assets at beginning of year	2010-12-31	$999,824
Total interest from all sources	2010-12-31	$9,112
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$52,925
Participant contributions at end of year	2010-12-31	$41,187
Participant contributions at beginning of year	2010-12-31	$64,117
Participant contributions at end of year	2010-12-31	$194
Other income not declared elsewhere	2010-12-31	$380
Total non interest bearing cash at end of year	2010-12-31	$44
Total non interest bearing cash at beginning of year	2010-12-31	$247
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
Value of net income/loss	2010-12-31	$71,086
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$431,076
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$999,824
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$287,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$202,292
Interest on participant loans	2010-12-31	$4,216
Interest earned on other investments	2010-12-31	$4,896
Value of interest in common/collective trusts at end of year	2010-12-31	$102,258
Value of interest in common/collective trusts at beginning of year	2010-12-31	$733,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$17,732
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	$14,249
Employer contributions (assets) at end of year	2010-12-31	$77
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$23,312
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	STEGMAN & COMPANY
Accountancy firm EIN	2010-12-31	520947747

Form 5500 Responses for THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES

2012: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: THE 401K SAVINGS PLAN & TRUST FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CLENDENIN BROTHERS, INC.
Employer identification number (EIN):	631042387
NAIC Classification:	332610