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PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 401k Plan overview

Plan NamePLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN
Plan identification number 002

PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 401K PLAN has sponsored the creation of one or more 401k plans.

Company Name:THE BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCAL 60 401K PLAN
Employer identification number (EIN):721504171
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 STEAMFITTERS LOCAL 60 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01RONALD ROSSER2024-10-15 HENRY HEIER2024-10-15
0022022-01-01RONALD ROSSER2023-10-09 HENRY HEIER2023-10-09
0022021-01-01RONALD ROSSER2022-10-14 HENRY HEIER2022-10-14
0022020-01-01RONALD ROSSER2021-10-15 HENRY HEIER2021-10-15
0022019-01-01RONALD R. ROSSER2020-10-13 HENRY HEIER2020-10-13
0022018-01-01CURTIS MEZZIC2019-10-14
0022017-01-01
0022016-01-01
0022016-01-01CURTIS MEZZIC2017-10-05
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01RICKEY L. FABRA
0022011-01-01RICKEY L. FABRA
0022009-01-01LANCE J. ALBIN

Plan Statistics for PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN

401k plan membership statisitcs for PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN

Measure Date Value
2023: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,443
Total number of active participants reported on line 7a of the Form 55002023-01-011,263
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0156
Total of all active and inactive participants2023-01-011,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011,319
Number of participants with account balances2023-01-011,319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-0165
2022: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,563
Total number of active participants reported on line 7a of the Form 55002022-01-011,401
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-011,443
Total participants2022-01-011,443
Number of participants with account balances2022-01-011,443
Number of employers contributing to the scheme2022-01-0165
2021: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,906
Total number of active participants reported on line 7a of the Form 55002021-01-011,528
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-011,563
Total participants2021-01-011,563
Number of participants with account balances2021-01-011,563
Number of employers contributing to the scheme2021-01-0162
2020: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,148
Total number of active participants reported on line 7a of the Form 55002020-01-011,875
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-011,906
Total participants2020-01-011,906
Number of participants with account balances2020-01-011,906
Number of employers contributing to the scheme2020-01-0160
2019: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,194
Total number of active participants reported on line 7a of the Form 55002019-01-01754
Number of retired or separated participants receiving benefits2019-01-0125
Number of other retired or separated participants entitled to future benefits2019-01-011,366
Total of all active and inactive participants2019-01-012,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-012,148
Number of participants with account balances2019-01-012,125
Number of employers contributing to the scheme2019-01-0160
2018: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,293
Total number of active participants reported on line 7a of the Form 55002018-01-01680
Number of retired or separated participants receiving benefits2018-01-0117
Number of other retired or separated participants entitled to future benefits2018-01-011,489
Total of all active and inactive participants2018-01-012,186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-012,189
Number of participants with account balances2018-01-012,180
Number of employers contributing to the scheme2018-01-0168
2017: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,461
Total number of active participants reported on line 7a of the Form 55002017-01-01796
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-011,483
Total of all active and inactive participants2017-01-012,295
Total participants2017-01-012,295
Number of participants with account balances2017-01-012,283
Number of employers contributing to the scheme2017-01-0169
2016: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,423
Total number of active participants reported on line 7a of the Form 55002016-01-011,090
Number of retired or separated participants receiving benefits2016-01-0120
Number of other retired or separated participants entitled to future benefits2016-01-011,559
Total of all active and inactive participants2016-01-012,669
Total participants2016-01-012,669
Number of participants with account balances2016-01-012,384
Number of employers contributing to the scheme2016-01-0166
2015: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,618
Total number of active participants reported on line 7a of the Form 55002015-01-01977
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-011,437
Total of all active and inactive participants2015-01-012,423
Total participants2015-01-012,423
Number of participants with account balances2015-01-012,421
Number of employers contributing to the scheme2015-01-0162
2014: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,168
Total number of active participants reported on line 7a of the Form 55002014-01-012,175
Total of all active and inactive participants2014-01-012,175
Total participants2014-01-012,175
Number of participants with account balances2014-01-012,175
Number of employers contributing to the scheme2014-01-0160
2013: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,182
Total number of active participants reported on line 7a of the Form 55002013-01-012,168
Total of all active and inactive participants2013-01-012,168
Total participants2013-01-012,168
Number of participants with account balances2013-01-012,168
Number of employers contributing to the scheme2013-01-0163
2012: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,198
Total number of active participants reported on line 7a of the Form 55002012-01-012,182
Total of all active and inactive participants2012-01-012,182
Total participants2012-01-012,182
Number of participants with account balances2012-01-012,182
Number of employers contributing to the scheme2012-01-0162
2011: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,056
Total number of active participants reported on line 7a of the Form 55002011-01-012,198
Total of all active and inactive participants2011-01-012,198
Total participants2011-01-012,198
Number of participants with account balances2011-01-012,198
Number of employers contributing to the scheme2011-01-0165
2009: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,029
Total number of active participants reported on line 7a of the Form 55002009-01-012,092
Total of all active and inactive participants2009-01-012,092
Total participants2009-01-012,092
Number of participants with account balances2009-01-012,092
Number of employers contributing to the scheme2009-01-0135

Financial Data on PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN

Measure Date Value
2023 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$30,690
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$31,329
Total income from all sources (including contributions)2023-12-31$2,615,036
Total of all expenses incurred2023-12-31$999,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$862,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$813,459
Value of total assets at end of year2023-12-31$15,511,806
Value of total assets at beginning of year2023-12-31$13,896,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$136,883
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$14,307
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$14,307
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$368,781
Participant contributions at end of year2023-12-31$8,904
Participant contributions at beginning of year2023-12-31$9,233
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$27,334
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$7,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$9,988
Administrative expenses (other) incurred2023-12-31$27,080
Liabilities. Value of operating payables at end of year2023-12-31$30,690
Liabilities. Value of operating payables at beginning of year2023-12-31$21,341
Total non interest bearing cash at end of year2023-12-31$2,378
Total non interest bearing cash at beginning of year2023-12-31$523
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$1,615,709
Value of net assets at end of year (total assets less liabilities)2023-12-31$15,481,116
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,865,407
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$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$879,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$610,405
Value of interest in pooled separate accounts at end of year2023-12-31$14,420,598
Value of interest in pooled separate accounts at beginning of year2023-12-31$13,100,715
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$139,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$147,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$150,948
Net investment gain/loss from pooled separate accounts2023-12-31$1,636,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$444,678
Employer contributions (assets) at end of year2023-12-31$33,958
Employer contributions (assets) at beginning of year2023-12-31$20,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$862,444
Contract administrator fees2023-12-31$30,724
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2023-12-31WEAVER AND TIDWELL LLP
Accountancy firm EIN2023-12-31750786316
2022 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$31,329
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$41,244
Total income from all sources (including contributions)2022-12-31$-1,331,659
Total of all expenses incurred2022-12-31$1,021,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$878,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$757,452
Value of total assets at end of year2022-12-31$13,896,736
Value of total assets at beginning of year2022-12-31$16,259,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$142,942
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$12,360
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$12,360
Administrative expenses professional fees incurred2022-12-31$32,569
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$379,819
Participant contributions at end of year2022-12-31$9,233
Participant contributions at beginning of year2022-12-31$7,839
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$248
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,806
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$9,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$26,244
Administrative expenses (other) incurred2022-12-31$26,455
Liabilities. Value of operating payables at end of year2022-12-31$21,341
Liabilities. Value of operating payables at beginning of year2022-12-31$15,000
Total non interest bearing cash at end of year2022-12-31$523
Total non interest bearing cash at beginning of year2022-12-31$2,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,352,690
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,865,407
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,218,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$610,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$895,287
Value of interest in pooled separate accounts at end of year2022-12-31$13,100,715
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,285,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$147,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$34,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-182,634
Net investment gain/loss from pooled separate accounts2022-12-31$-1,918,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$377,385
Employer contributions (assets) at end of year2022-12-31$20,782
Employer contributions (assets) at beginning of year2022-12-31$23,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$878,089
Contract administrator fees2022-12-31$43,918
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 name2022-12-31BUCHBINDER TUNICK & CO. LLPP
Accountancy firm EIN2022-12-31131578842
2021 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$41,244
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$74,491
Total income from all sources (including contributions)2021-12-31$2,962,344
Total of all expenses incurred2021-12-31$1,557,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,429,532
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$812,376
Value of total assets at end of year2021-12-31$16,259,341
Value of total assets at beginning of year2021-12-31$14,888,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$128,434
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$27,724
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$27,724
Administrative expenses professional fees incurred2021-12-31$34,708
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
Contributions received from participants2021-12-31$390,001
Participant contributions at end of year2021-12-31$7,839
Participant contributions at beginning of year2021-12-31$6,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,806
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$26,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$13,080
Administrative expenses (other) incurred2021-12-31$22,754
Liabilities. Value of operating payables at end of year2021-12-31$15,000
Liabilities. Value of operating payables at beginning of year2021-12-31$61,411
Total non interest bearing cash at end of year2021-12-31$2,946
Total non interest bearing cash at beginning of year2021-12-31$2,116
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$1,404,378
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,218,097
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,813,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$895,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$667,899
Value of interest in pooled separate accounts at end of year2021-12-31$15,285,808
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,922,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$34,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$259,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$116,034
Net investment gain/loss from pooled separate accounts2021-12-31$2,006,210
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$422,375
Employer contributions (assets) at end of year2021-12-31$23,872
Employer contributions (assets) at beginning of year2021-12-31$20,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,429,532
Contract administrator fees2021-12-31$30,972
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 name2021-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2021-12-31131578842
2020 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$74,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,856
Total income from all sources (including contributions)2020-12-31$2,068,844
Total of all expenses incurred2020-12-31$2,065,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,738,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$823,114
Value of total assets at end of year2020-12-31$14,888,210
Value of total assets at beginning of year2020-12-31$14,840,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$326,636
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$120,325
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$120,325
Administrative expenses professional fees incurred2020-12-31$92,712
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
Contributions received from participants2020-12-31$413,299
Participant contributions at end of year2020-12-31$6,377
Participant contributions at beginning of year2020-12-31$23,565
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$35,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11,364
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$13,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,856
Administrative expenses (other) incurred2020-12-31$22,403
Liabilities. Value of operating payables at end of year2020-12-31$61,411
Liabilities. Value of operating payables at beginning of year2020-12-31$15,000
Total non interest bearing cash at end of year2020-12-31$2,116
Total non interest bearing cash at beginning of year2020-12-31$0
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$3,592
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,813,719
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,810,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$107,359
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$667,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,651,272
Value of interest in pooled separate accounts at end of year2020-12-31$13,922,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$139,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$139,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$259,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$148,136
Net investment gain/loss from pooled separate accounts2020-12-31$977,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$374,550
Employer contributions (assets) at end of year2020-12-31$20,748
Employer contributions (assets) at beginning of year2020-12-31$14,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,738,616
Contract administrator fees2020-12-31$104,162
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2020-12-31131578842
2019 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,856
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$30,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,001
Total income from all sources (including contributions)2019-12-31$3,224,830
Total income from all sources (including contributions)2019-12-31$3,224,830
Total of all expenses incurred2019-12-31$1,350,667
Total of all expenses incurred2019-12-31$1,350,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,078,288
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,078,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$834,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$834,859
Value of total assets at end of year2019-12-31$14,840,983
Value of total assets at end of year2019-12-31$14,840,983
Value of total assets at beginning of year2019-12-31$12,969,965
Value of total assets at beginning of year2019-12-31$12,969,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$272,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$272,379
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$485,020
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$485,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$485,020
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$485,020
Administrative expenses professional fees incurred2019-12-31$31,934
Administrative expenses professional fees incurred2019-12-31$31,934
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$425,394
Contributions received from participants2019-12-31$425,394
Participant contributions at end of year2019-12-31$23,565
Participant contributions at end of year2019-12-31$23,565
Participant contributions at beginning of year2019-12-31$26,906
Participant contributions at beginning of year2019-12-31$26,906
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,364
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11,364
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$19,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$19,001
Administrative expenses (other) incurred2019-12-31$20,494
Administrative expenses (other) incurred2019-12-31$20,494
Liabilities. Value of operating payables at end of year2019-12-31$15,000
Liabilities. Value of operating payables at end of year2019-12-31$15,000
Liabilities. Value of operating payables at beginning of year2019-12-31$15,000
Liabilities. Value of operating payables at beginning of year2019-12-31$15,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,874,163
Value of net income/loss2019-12-31$1,874,163
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,810,127
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,810,127
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,935,964
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,935,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$87,085
Investment advisory and management fees2019-12-31$87,085
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,651,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,651,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,749,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,749,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$139,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$166,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$166,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$166,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$166,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,904,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,904,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$409,465
Contributions received in cash from employer2019-12-31$409,465
Employer contributions (assets) at end of year2019-12-31$14,950
Employer contributions (assets) at end of year2019-12-31$14,950
Employer contributions (assets) at beginning of year2019-12-31$13,607
Employer contributions (assets) at beginning of year2019-12-31$13,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,078,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,078,288
Contract administrator fees2019-12-31$132,866
Contract administrator fees2019-12-31$132,866
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
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
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,001
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$29,719
Total income from all sources (including contributions)2018-12-31$-20,274
Total of all expenses incurred2018-12-31$1,473,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,193,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$911,427
Value of total assets at end of year2018-12-31$12,969,965
Value of total assets at beginning of year2018-12-31$14,459,082
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$279,186
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$539,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$539,836
Administrative expenses professional fees incurred2018-12-31$30,907
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
Contributions received from participants2018-12-31$538,682
Participant contributions at end of year2018-12-31$26,906
Participant contributions at beginning of year2018-12-31$17,614
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,462
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,480
Administrative expenses (other) incurred2018-12-31$23,136
Liabilities. Value of operating payables at end of year2018-12-31$18,521
Liabilities. Value of operating payables at beginning of year2018-12-31$29,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,493,399
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,935,964
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,429,363
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
Investment advisory and management fees2018-12-31$91,689
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,749,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,241,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$166,849
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$171,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$171,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,471,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$364,283
Employer contributions (assets) at end of year2018-12-31$13,607
Employer contributions (assets) at beginning of year2018-12-31$16,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,193,939
Contract administrator fees2018-12-31$133,454
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
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2018-12-31131578842
2017 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$29,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,387
Total income from all sources (including contributions)2017-12-31$2,906,739
Total of all expenses incurred2017-12-31$1,085,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$801,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$903,938
Value of total assets at end of year2017-12-31$14,459,082
Value of total assets at beginning of year2017-12-31$12,638,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$284,167
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$452,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$452,379
Administrative expenses professional fees incurred2017-12-31$28,216
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$406,491
Participant contributions at end of year2017-12-31$17,614
Participant contributions at beginning of year2017-12-31$13,815
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$92,581
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,082
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,540
Administrative expenses (other) incurred2017-12-31$15,479
Liabilities. Value of operating payables at end of year2017-12-31$29,719
Liabilities. Value of operating payables at beginning of year2017-12-31$30,387
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$1,821,357
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,429,363
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,608,006
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
Investment advisory and management fees2017-12-31$101,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,241,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,438,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$171,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$159,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$159,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,550,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$404,866
Employer contributions (assets) at end of year2017-12-31$16,709
Employer contributions (assets) at beginning of year2017-12-31$14,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$801,215
Contract administrator fees2017-12-31$139,383
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2017-12-31131578842
2016 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,387
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,509
Total income from all sources (including contributions)2016-12-31$1,664,901
Total of all expenses incurred2016-12-31$1,398,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,089,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$743,675
Value of total assets at end of year2016-12-31$12,638,393
Value of total assets at beginning of year2016-12-31$12,369,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$308,336
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$352,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$352,036
Administrative expenses professional fees incurred2016-12-31$35,601
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$429,380
Participant contributions at end of year2016-12-31$13,815
Participant contributions at beginning of year2016-12-31$12,811
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$13,703
Other income not declared elsewhere2016-12-31$3,557
Administrative expenses (other) incurred2016-12-31$20,045
Liabilities. Value of operating payables at end of year2016-12-31$30,387
Liabilities. Value of operating payables at beginning of year2016-12-31$28,509
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$266,819
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,608,006
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,341,187
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$125,617
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,438,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,167,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$159,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$160,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$160,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$565,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$314,295
Employer contributions (assets) at end of year2016-12-31$14,900
Employer contributions (assets) at beginning of year2016-12-31$15,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,089,746
Contract administrator fees2016-12-31$127,073
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
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2016-12-31131578842
2015 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$28,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,445
Total income from all sources (including contributions)2015-12-31$522,494
Total of all expenses incurred2015-12-31$995,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$765,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$874,032
Value of total assets at end of year2015-12-31$12,369,696
Value of total assets at beginning of year2015-12-31$12,832,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$230,170
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$242,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$242,399
Administrative expenses professional fees incurred2015-12-31$27,678
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$494,833
Participant contributions at end of year2015-12-31$12,811
Participant contributions at beginning of year2015-12-31$21,707
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$11,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$13,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$14,095
Other income not declared elsewhere2015-12-31$35,846
Administrative expenses (other) incurred2015-12-31$18,288
Liabilities. Value of operating payables at end of year2015-12-31$28,509
Liabilities. Value of operating payables at beginning of year2015-12-31$17,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-473,482
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,341,187
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,814,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$88,254
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,167,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,664,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$160,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$112,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$112,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-629,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$367,678
Employer contributions (assets) at end of year2015-12-31$15,079
Employer contributions (assets) at beginning of year2015-12-31$18,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$765,806
Contract administrator fees2015-12-31$95,950
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2015-12-31131578842
2014 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,043
Total income from all sources (including contributions)2014-12-31$1,340,253
Total of all expenses incurred2014-12-31$1,059,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$848,695
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$983,266
Value of total assets at end of year2014-12-31$12,832,114
Value of total assets at beginning of year2014-12-31$12,572,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$210,518
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$381,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$381,144
Administrative expenses professional fees incurred2014-12-31$25,389
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
Contributions received from participants2014-12-31$538,562
Participant contributions at end of year2014-12-31$21,707
Participant contributions at beginning of year2014-12-31$18,517
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$14,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$13,447
Other income not declared elsewhere2014-12-31$7,036
Administrative expenses (other) incurred2014-12-31$16,534
Liabilities. Value of operating payables at end of year2014-12-31$17,445
Liabilities. Value of operating payables at beginning of year2014-12-31$39,043
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$281,040
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,814,669
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,533,629
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
Investment advisory and management fees2014-12-31$87,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,664,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,424,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$112,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$98,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$98,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-31,193
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$444,704
Employer contributions (assets) at end of year2014-12-31$18,740
Employer contributions (assets) at beginning of year2014-12-31$17,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$848,695
Contract administrator fees2014-12-31$81,583
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
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2014-12-31131578842
2013 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39,043
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,874
Total income from all sources (including contributions)2013-12-31$2,684,561
Total of all expenses incurred2013-12-31$871,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$644,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,104,959
Value of total assets at end of year2013-12-31$12,572,672
Value of total assets at beginning of year2013-12-31$10,781,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$226,747
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$697,016
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$697,016
Administrative expenses professional fees incurred2013-12-31$38,968
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
Contributions received from participants2013-12-31$566,177
Participant contributions at end of year2013-12-31$18,517
Participant contributions at beginning of year2013-12-31$23,355
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$13,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$23,088
Administrative expenses (other) incurred2013-12-31$25,030
Liabilities. Value of operating payables at end of year2013-12-31$39,043
Liabilities. Value of operating payables at beginning of year2013-12-31$60,874
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$1,812,981
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,533,629
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,720,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$78,149
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,424,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,613,686
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$98,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$84,586
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$84,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$882,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$538,782
Employer contributions (assets) at end of year2013-12-31$17,664
Employer contributions (assets) at beginning of year2013-12-31$36,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$644,833
Contract administrator fees2013-12-31$84,600
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
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)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BUCHBINDER TUNICK & COMPANY
Accountancy firm EIN2013-12-31131578842
2012 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,874
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$35,763
Total income from all sources (including contributions)2012-12-31$2,181,294
Total of all expenses incurred2012-12-31$785,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$586,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,062,293
Value of total assets at end of year2012-12-31$10,781,522
Value of total assets at beginning of year2012-12-31$9,360,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$198,455
Total interest from all sources2012-12-31$32
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$220,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$220,342
Administrative expenses professional fees incurred2012-12-31$68,134
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 period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$539,263
Participant contributions at end of year2012-12-31$23,355
Participant contributions at beginning of year2012-12-31$27,910
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$23,088
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$79,639
Other income not declared elsewhere2012-12-31$550
Administrative expenses (other) incurred2012-12-31$27,886
Liabilities. Value of operating payables at end of year2012-12-31$60,874
Liabilities. Value of operating payables at beginning of year2012-12-31$35,763
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$1,395,850
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,720,648
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,324,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$34,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,613,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,607,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$84,586
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$611,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$611,909
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$32
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$898,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$523,030
Employer contributions (assets) at end of year2012-12-31$36,807
Employer contributions (assets) at beginning of year2012-12-31$33,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$586,989
Contract administrator fees2012-12-31$67,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2012-12-31131578842
2011 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$35,763
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,268
Total income from all sources (including contributions)2011-12-31$1,188,283
Total of all expenses incurred2011-12-31$536,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$410,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,076,666
Value of total assets at end of year2011-12-31$9,360,561
Value of total assets at beginning of year2011-12-31$8,707,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$125,849
Total interest from all sources2011-12-31$61
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$133,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$133,947
Administrative expenses professional fees incurred2011-12-31$36,938
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
Contributions received from participants2011-12-31$578,078
Participant contributions at end of year2011-12-31$27,910
Participant contributions at beginning of year2011-12-31$23,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$79,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$75,292
Administrative expenses (other) incurred2011-12-31$18,240
Liabilities. Value of operating payables at end of year2011-12-31$35,763
Liabilities. Value of operating payables at beginning of year2011-12-31$34,268
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$651,871
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,324,798
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,672,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$8,910
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,607,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,005,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$611,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$583,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$583,803
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-22,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$498,588
Employer contributions (assets) at end of year2011-12-31$33,816
Employer contributions (assets) at beginning of year2011-12-31$18,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$410,563
Contract administrator fees2011-12-31$61,761
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
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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2011-12-31131578842
2010 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$34,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$47,414
Total income from all sources (including contributions)2010-12-31$1,763,482
Total of all expenses incurred2010-12-31$407,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$295,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$979,979
Value of total assets at end of year2010-12-31$8,707,195
Value of total assets at beginning of year2010-12-31$7,364,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$112,304
Total interest from all sources2010-12-31$54
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$118,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$118,641
Administrative expenses professional fees incurred2010-12-31$25,438
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$578,991
Participant contributions at end of year2010-12-31$23,381
Participant contributions at beginning of year2010-12-31$23,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$75,292
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$72,130
Other income not declared elsewhere2010-12-31$1,363
Administrative expenses (other) incurred2010-12-31$19,704
Liabilities. Value of operating payables at end of year2010-12-31$34,268
Liabilities. Value of operating payables at beginning of year2010-12-31$47,414
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,355,875
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,672,927
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,317,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$7,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,005,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,748,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$583,803
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$504,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$504,053
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$663,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$400,988
Employer contributions (assets) at end of year2010-12-31$18,918
Employer contributions (assets) at beginning of year2010-12-31$16,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$295,303
Contract administrator fees2010-12-31$59,594
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
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)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUCHBINDER TUNICK & CO., LLP
Accountancy firm EIN2010-12-31131578842
2009 : PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) PLAN

2023: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) 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 STEAMFITTERS LOCAL 60 401(K) 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
2009: PLUMBERS AND STEAMFITTERS LOCAL 60 401(K) 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

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075625
Policy instance 1
Insurance contract or identification number075625
Number of Individuals Covered1319
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075625
Policy instance 1
Insurance contract or identification number075625
Number of Individuals Covered1443
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075625
Policy instance 1
Insurance contract or identification number075625
Number of Individuals Covered1563
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075625
Policy instance 1
Insurance contract or identification number075625
Number of Individuals Covered1906
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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