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PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 401k Plan overview

Plan NamePLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL
Plan identification number 002

PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL
Employer identification number (EIN):753068596
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01DONALD DEGONIA2024-10-10
0022022-01-01DONALD DEGONIA2023-10-16
0022021-01-01DONALD DEGONIA2022-10-13 MARK EHRET2022-10-14
0022020-01-01DONALD DEGONIA2021-06-28 MARK EHRET2021-06-29
0022019-01-01DONALD DEGONIA2020-10-12 MARK EHRET2020-10-12
0022018-01-01DONALD DEGONIA2019-10-14 ROBERT K DICKEMANN2019-10-14
0022018-01-01DONALD DEGONIA2019-10-14 ROBERT K DICKEMANN2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022014-01-01
0022013-01-01
0022012-01-01KENT DICKEMANN
0022011-01-01KENT DICKEMANN
0022009-01-01WILLIAM L HAYES

Plan Statistics for PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

401k plan membership statisitcs for PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Measure Date Value
2023: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2023 401k membership
Total participants, beginning-of-year2023-01-01145
Total number of active participants reported on line 7a of the Form 55002023-01-01135
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-0115
Total of all active and inactive participants2023-01-01155
Total participants2023-01-01155
Number of participants with account balances2023-01-01155
Number of employers contributing to the scheme2023-01-0159
2022: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2022 401k membership
Total participants, beginning-of-year2022-01-01138
Total number of active participants reported on line 7a of the Form 55002022-01-01122
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01145
Total participants2022-01-01145
Number of participants with account balances2022-01-01145
Number of employers contributing to the scheme2022-01-0145
2021: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2021 401k membership
Total participants, beginning-of-year2021-01-01137
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01138
Total participants2021-01-01138
Number of participants with account balances2021-01-01138
Number of employers contributing to the scheme2021-01-0148
2020: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01116
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01137
Total participants2020-01-01137
Number of participants with account balances2020-01-01137
Number of employers contributing to the scheme2020-01-0144
2019: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2019 401k membership
Total participants, beginning-of-year2019-01-01128
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01138
Total participants2019-01-01138
Number of participants with account balances2019-01-01113
Number of employers contributing to the scheme2019-01-0152
2018: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2018 401k membership
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-01108
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01128
Number of participants with account balances2018-01-01128
Number of employers contributing to the scheme2018-01-0148
2017: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2017 401k membership
Total participants, beginning-of-year2017-01-01124
Total number of active participants reported on line 7a of the Form 55002017-01-01108
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01127
Total participants2017-01-01127
Number of participants with account balances2017-01-01127
Number of employers contributing to the scheme2017-01-0143
2016: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2016 401k membership
Total participants, beginning-of-year2016-01-01113
Total number of active participants reported on line 7a of the Form 55002016-01-01112
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01124
Total participants2016-01-01124
Number of participants with account balances2016-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
Number of employers contributing to the scheme2016-01-0141
2015: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01128
Total participants2015-01-01128
Number of participants with account balances2015-01-01128
Number of employers contributing to the scheme2015-01-0149
2014: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01123
Total participants2014-01-01123
Number of participants with account balances2014-01-01123
Number of employers contributing to the scheme2014-01-0148
2013: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2013 401k membership
Total participants, beginning-of-year2013-01-01138
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-018
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-01124
Total participants2013-01-01124
Number of participants with account balances2013-01-01124
Number of employers contributing to the scheme2013-01-0143
2012: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2012 401k membership
Total participants, beginning-of-year2012-01-01143
Total number of active participants reported on line 7a of the Form 55002012-01-01131
Number of retired or separated participants receiving benefits2012-01-017
Total of all active and inactive participants2012-01-01138
Total participants2012-01-01138
Number of participants with account balances2012-01-01138
Number of employers contributing to the scheme2012-01-0139
2011: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2011 401k membership
Total participants, beginning-of-year2011-01-01153
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-017
Total of all active and inactive participants2011-01-01143
Total participants2011-01-01143
Number of participants with account balances2011-01-01143
Number of employers contributing to the scheme2011-01-0137
2009: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2009 401k membership
Total participants, beginning-of-year2009-01-01143
Total number of active participants reported on line 7a of the Form 55002009-01-01137
Number of retired or separated participants receiving benefits2009-01-0114
Total of all active and inactive participants2009-01-01151
Total participants2009-01-01151
Number of participants with account balances2009-01-01151
Number of employers contributing to the scheme2009-01-0140

Financial Data on PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

Measure Date Value
2023 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$2,574
Total income from all sources (including contributions)2023-12-31$4,272,685
Total of all expenses incurred2023-12-31$709,071
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$667,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,057,408
Value of total assets at end of year2023-12-31$19,794,585
Value of total assets at beginning of year2023-12-31$16,231,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$41,783
Total interest from all sources2023-12-31$15,558
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$278,472
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$278,472
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
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$428,013
Participant contributions at end of year2023-12-31$47,578
Participant contributions at beginning of year2023-12-31$41,699
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$6,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$5,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$2,574
Other income not declared elsewhere2023-12-31$461
Administrative expenses (other) incurred2023-12-31$17,117
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$3,563,614
Value of net assets at end of year (total assets less liabilities)2023-12-31$19,793,010
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$16,229,396
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$18,687,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$15,470,445
Interest earned on other investments2023-12-31$15,558
Value of interest in common/collective trusts at end of year2023-12-31$965,706
Value of interest in common/collective trusts at beginning of year2023-12-31$584,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$2,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$49,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$49,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,920,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$629,395
Employer contributions (assets) at end of year2023-12-31$84,809
Employer contributions (assets) at beginning of year2023-12-31$79,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$667,288
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$99
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$212
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2023-12-31430831507
2022 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,628
Total income from all sources (including contributions)2022-12-31$-2,463,780
Total of all expenses incurred2022-12-31$683,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$654,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,005,141
Value of total assets at end of year2022-12-31$16,231,970
Value of total assets at beginning of year2022-12-31$19,381,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,878
Total interest from all sources2022-12-31$8,402
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$189,408
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$189,408
Administrative expenses professional fees incurred2022-12-31$19,529
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
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$409,983
Participant contributions at end of year2022-12-31$41,699
Participant contributions at beginning of year2022-12-31$36,226
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$5,920
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$8,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$4,628
Other income not declared elsewhere2022-12-31$4,647
Administrative expenses (other) incurred2022-12-31$9,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,147,450
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,229,396
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,376,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,470,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,237,694
Interest earned on other investments2022-12-31$8,402
Value of interest in common/collective trusts at end of year2022-12-31$584,249
Value of interest in common/collective trusts at beginning of year2022-12-31$984,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$49,617
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$31,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$31,271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,671,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$595,158
Employer contributions (assets) at end of year2022-12-31$79,828
Employer contributions (assets) at beginning of year2022-12-31$83,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$654,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$212
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$355
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 name2022-12-31ANDERSMINKLER HUBER HELM LLP
Accountancy firm EIN2022-12-31430831507
2021 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,598
Total income from all sources (including contributions)2021-12-31$3,511,340
Total of all expenses incurred2021-12-31$514,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$492,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$981,100
Value of total assets at end of year2021-12-31$19,381,474
Value of total assets at beginning of year2021-12-31$16,390,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,900
Total interest from all sources2021-12-31$8,399
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$153,321
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$153,321
Administrative expenses professional fees incurred2021-12-31$14,056
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
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$380,926
Participant contributions at end of year2021-12-31$36,226
Participant contributions at beginning of year2021-12-31$42,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$8,472
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$7,297
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$4,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$7,240
Other income not declared elsewhere2021-12-31$5,496
Administrative expenses (other) incurred2021-12-31$7,844
Liabilities. Value of operating payables at beginning of year2021-12-31$3,358
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$2,996,561
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,376,846
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,380,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,237,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,740,765
Interest earned on other investments2021-12-31$8,399
Value of interest in common/collective trusts at end of year2021-12-31$984,013
Value of interest in common/collective trusts at beginning of year2021-12-31$492,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$31,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$21,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$21,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,363,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$600,174
Employer contributions (assets) at end of year2021-12-31$83,443
Employer contributions (assets) at beginning of year2021-12-31$85,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$492,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$355
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$590
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 name2021-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2021-12-31430831507
2020 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,899
Total income from all sources (including contributions)2020-12-31$3,344,244
Total of all expenses incurred2020-12-31$593,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$570,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$856,221
Value of total assets at end of year2020-12-31$16,390,883
Value of total assets at beginning of year2020-12-31$13,637,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,802
Total interest from all sources2020-12-31$8,457
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$574,014
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$574,014
Administrative expenses professional fees incurred2020-12-31$10,677
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,500,000
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$372,771
Participant contributions at end of year2020-12-31$42,506
Participant contributions at beginning of year2020-12-31$32,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$7,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$7,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$7,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,604
Other income not declared elsewhere2020-12-31$7,998
Administrative expenses (other) incurred2020-12-31$12,125
Liabilities. Value of operating payables at end of year2020-12-31$3,358
Liabilities. Value of operating payables at beginning of year2020-12-31$4,295
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$2,750,875
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,380,285
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,629,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,740,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,952,280
Interest earned on other investments2020-12-31$8,457
Value of interest in common/collective trusts at end of year2020-12-31$492,757
Value of interest in common/collective trusts at beginning of year2020-12-31$567,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$21,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,897,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$483,450
Employer contributions (assets) at end of year2020-12-31$85,907
Employer contributions (assets) at beginning of year2020-12-31$66,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$570,567
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$590
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$984
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2020-12-31430831507
2019 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,163
Total income from all sources (including contributions)2019-12-31$3,236,267
Total of all expenses incurred2019-12-31$329,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$303,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$805,541
Value of total assets at end of year2019-12-31$13,637,309
Value of total assets at beginning of year2019-12-31$10,726,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,648
Total interest from all sources2019-12-31$7,483
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$643,340
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$643,340
Administrative expenses professional fees incurred2019-12-31$11,556
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$311,529
Participant contributions at end of year2019-12-31$32,598
Participant contributions at beginning of year2019-12-31$36,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$7,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,210
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,604
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,362
Other income not declared elsewhere2019-12-31$6,320
Administrative expenses (other) incurred2019-12-31$14,092
Liabilities. Value of operating payables at end of year2019-12-31$4,295
Liabilities. Value of operating payables at beginning of year2019-12-31$1,801
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$2,907,072
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,629,410
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,722,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,952,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,278,763
Interest earned on other investments2019-12-31$7,483
Value of interest in common/collective trusts at end of year2019-12-31$567,635
Value of interest in common/collective trusts at beginning of year2019-12-31$280,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$12,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$12,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,773,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$494,012
Employer contributions (assets) at end of year2019-12-31$66,129
Employer contributions (assets) at beginning of year2019-12-31$93,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$303,547
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
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$984
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2019-12-31430831507
2018 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,163
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,967
Total income from all sources (including contributions)2018-12-31$244,452
Total of all expenses incurred2018-12-31$462,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$439,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$730,416
Value of total assets at end of year2018-12-31$10,726,501
Value of total assets at beginning of year2018-12-31$10,948,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$22,807
Total interest from all sources2018-12-31$6,099
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$767,039
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$767,039
Administrative expenses professional fees incurred2018-12-31$11,351
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$288,416
Participant contributions at end of year2018-12-31$36,805
Participant contributions at beginning of year2018-12-31$28,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,545
Other income not declared elsewhere2018-12-31$29,758
Administrative expenses (other) incurred2018-12-31$11,456
Liabilities. Value of operating payables at end of year2018-12-31$1,801
Liabilities. Value of operating payables at beginning of year2018-12-31$2,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-218,124
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,722,338
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,940,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,278,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,616,886
Interest earned on other investments2018-12-31$6,099
Value of interest in common/collective trusts at end of year2018-12-31$280,002
Value of interest in common/collective trusts at beginning of year2018-12-31$246,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$12,300
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$23
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,288,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$442,000
Employer contributions (assets) at end of year2018-12-31$93,421
Employer contributions (assets) at beginning of year2018-12-31$53,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$439,769
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31ANDERS MINKLER HUBER HELM LLP
Accountancy firm EIN2018-12-31430831507
2017 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,967
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,611
Total income from all sources (including contributions)2017-12-31$2,392,216
Total of all expenses incurred2017-12-31$426,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$400,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$659,385
Value of total assets at end of year2017-12-31$10,948,429
Value of total assets at beginning of year2017-12-31$8,987,524
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,276
Total interest from all sources2017-12-31$4,223
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$608,326
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$608,326
Administrative expenses professional fees incurred2017-12-31$14,485
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$22,000
Contributions received from participants2017-12-31$286,657
Participant contributions at end of year2017-12-31$28,841
Participant contributions at beginning of year2017-12-31$32,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$2,408
Other income not declared elsewhere2017-12-31$9,935
Administrative expenses (other) incurred2017-12-31$11,791
Liabilities. Value of operating payables at end of year2017-12-31$2,422
Liabilities. Value of operating payables at beginning of year2017-12-31$10,203
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$1,965,549
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,940,462
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,974,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,616,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,671,981
Interest earned on other investments2017-12-31$4,223
Value of interest in common/collective trusts at end of year2017-12-31$246,507
Value of interest in common/collective trusts at beginning of year2017-12-31$209,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$23
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$20,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$20,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,110,347
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$372,728
Employer contributions (assets) at end of year2017-12-31$53,893
Employer contributions (assets) at beginning of year2017-12-31$50,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$400,391
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANDERS MINKLER HUBER & HELM LLP
Accountancy firm EIN2017-12-31430831507
2016 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,611
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,321
Total income from all sources (including contributions)2016-12-31$1,438,519
Total of all expenses incurred2016-12-31$307,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$281,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$715,090
Value of total assets at end of year2016-12-31$8,987,524
Value of total assets at beginning of year2016-12-31$7,876,879
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,132
Total interest from all sources2016-12-31$4,014
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$355,214
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$355,214
Administrative expenses professional fees incurred2016-12-31$16,782
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-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$54,100
Contributions received from participants2016-12-31$291,355
Participant contributions at end of year2016-12-31$32,852
Participant contributions at beginning of year2016-12-31$28,440
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$737
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,950
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$2,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$24,595
Administrative expenses (other) incurred2016-12-31$9,350
Liabilities. Value of operating payables at end of year2016-12-31$10,203
Liabilities. Value of operating payables at beginning of year2016-12-31$8,726
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$1,131,355
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,974,913
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,843,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,671,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,586,520
Interest earned on other investments2016-12-31$4,014
Value of interest in common/collective trusts at end of year2016-12-31$209,409
Value of interest in common/collective trusts at beginning of year2016-12-31$198,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$20,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$12,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$12,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$364,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$422,998
Employer contributions (assets) at end of year2016-12-31$50,579
Employer contributions (assets) at beginning of year2016-12-31$47,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$281,032
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2016-12-31431564913
2015 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,321
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,584
Total income from all sources (including contributions)2015-12-31$634,492
Total of all expenses incurred2015-12-31$214,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$185,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$538,892
Value of total assets at end of year2015-12-31$7,876,879
Value of total assets at beginning of year2015-12-31$7,447,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,863
Total interest from all sources2015-12-31$4,107
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$436,264
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$436,264
Administrative expenses professional fees incurred2015-12-31$13,791
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-interest2015-12-31Yes
Amount of non-exempt transactions with any party-in-interest2015-12-31$54,100
Contributions received from participants2015-12-31$222,526
Participant contributions at end of year2015-12-31$28,440
Participant contributions at beginning of year2015-12-31$24,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$24,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,259
Other income not declared elsewhere2015-12-31$100
Administrative expenses (other) incurred2015-12-31$15,072
Liabilities. Value of operating payables at end of year2015-12-31$8,726
Liabilities. Value of operating payables at beginning of year2015-12-31$7,325
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$420,053
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,843,558
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,423,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,586,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,153,846
Interest earned on other investments2015-12-31$3,997
Value of interest in common/collective trusts at end of year2015-12-31$198,469
Value of interest in common/collective trusts at beginning of year2015-12-31$217,020
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$12,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-344,871
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$316,366
Employer contributions (assets) at end of year2015-12-31$47,711
Employer contributions (assets) at beginning of year2015-12-31$50,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$185,576
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2015-12-31431564913
2014 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,608
Total income from all sources (including contributions)2014-12-31$961,666
Total of all expenses incurred2014-12-31$807,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$781,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$499,558
Value of total assets at end of year2014-12-31$7,447,089
Value of total assets at beginning of year2014-12-31$7,282,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,479
Total interest from all sources2014-12-31$3,770
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$500,815
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$500,815
Administrative expenses professional fees incurred2014-12-31$17,533
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$32,100
Contributions received from participants2014-12-31$203,884
Participant contributions at end of year2014-12-31$24,852
Participant contributions at beginning of year2014-12-31$26,129
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,329
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$8,224
Administrative expenses (other) incurred2014-12-31$8,946
Liabilities. Value of operating payables at end of year2014-12-31$7,325
Liabilities. Value of operating payables at beginning of year2014-12-31$4,384
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$154,095
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,423,505
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,269,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,153,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,975,225
Interest earned on other investments2014-12-31$3,683
Value of interest in common/collective trusts at end of year2014-12-31$217,020
Value of interest in common/collective trusts at beginning of year2014-12-31$241,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$11,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$11,901
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-42,477
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$295,674
Employer contributions (assets) at end of year2014-12-31$50,042
Employer contributions (assets) at beginning of year2014-12-31$25,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$781,092
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2014-12-31431564913
2013 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,574
Total income from all sources (including contributions)2013-12-31$1,881,446
Total of all expenses incurred2013-12-31$565,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$544,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$501,844
Value of total assets at end of year2013-12-31$7,282,018
Value of total assets at beginning of year2013-12-31$5,957,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,403
Total interest from all sources2013-12-31$81
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$216,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$12,818
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
Amount of non-exempt transactions with any party-in-interest2013-12-31$16,100
Contributions received from participants2013-12-31$219,466
Participant contributions at end of year2013-12-31$26,129
Participant contributions at beginning of year2013-12-31$19,899
Administrative expenses (other) incurred2013-12-31$8,585
Liabilities. Value of operating payables at end of year2013-12-31$12,608
Liabilities. Value of operating payables at beginning of year2013-12-31$3,574
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$1,315,682
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,269,410
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,953,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,975,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,691,132
Value of interest in common/collective trusts at end of year2013-12-31$241,454
Value of interest in common/collective trusts at beginning of year2013-12-31$173,148
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$11,901
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$11,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$11,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$81
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,160,229
Net investment gain or loss from common/collective trusts2013-12-31$3,201
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$282,378
Employer contributions (assets) at end of year2013-12-31$25,932
Employer contributions (assets) at beginning of year2013-12-31$60,586
Income. Dividends from common stock2013-12-31$216,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$544,361
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
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,377
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$875
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2013-12-31431564913
2012 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,779
Total income from all sources (including contributions)2012-12-31$1,331,864
Total of all expenses incurred2012-12-31$344,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$317,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$582,712
Value of total assets at end of year2012-12-31$5,957,302
Value of total assets at beginning of year2012-12-31$4,968,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,361
Total interest from all sources2012-12-31$102
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$99,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$19,226
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,767
Participant contributions at end of year2012-12-31$19,899
Participant contributions at beginning of year2012-12-31$16,618
Administrative expenses (other) incurred2012-12-31$8,135
Liabilities. Value of operating payables at end of year2012-12-31$3,574
Liabilities. Value of operating payables at beginning of year2012-12-31$1,779
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$987,058
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,953,728
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,966,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,691,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,686,376
Value of interest in common/collective trusts at end of year2012-12-31$173,148
Value of interest in common/collective trusts at beginning of year2012-12-31$178,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$11,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$645,769
Net investment gain or loss from common/collective trusts2012-12-31$4,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$348,945
Employer contributions (assets) at end of year2012-12-31$60,586
Employer contributions (assets) at beginning of year2012-12-31$80,446
Income. Dividends from common stock2012-12-31$99,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$317,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$875
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$765
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2012-12-31431564913
2011 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,779
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,203
Total income from all sources (including contributions)2011-12-31$623,245
Total of all expenses incurred2011-12-31$272,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$262,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$662,296
Value of total assets at end of year2011-12-31$4,968,449
Value of total assets at beginning of year2011-12-31$4,621,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,186
Total interest from all sources2011-12-31$121
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$93,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$9,186
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$214,474
Participant contributions at end of year2011-12-31$16,618
Participant contributions at beginning of year2011-12-31$25,269
Liabilities. Value of operating payables at end of year2011-12-31$1,779
Liabilities. Value of operating payables at beginning of year2011-12-31$6,203
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$351,168
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,966,670
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,615,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,686,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,314,272
Value of interest in common/collective trusts at end of year2011-12-31$178,401
Value of interest in common/collective trusts at beginning of year2011-12-31$208,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,172
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-137,245
Net investment gain or loss from common/collective trusts2011-12-31$4,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$447,822
Employer contributions (assets) at end of year2011-12-31$80,446
Employer contributions (assets) at beginning of year2011-12-31$64,542
Income. Dividends from common stock2011-12-31$93,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$262,891
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
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$765
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$717
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2011-12-31451564913
2010 : PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,566
Total income from all sources (including contributions)2010-12-31$1,119,368
Total of all expenses incurred2010-12-31$220,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$202,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$604,529
Value of total assets at end of year2010-12-31$4,621,705
Value of total assets at beginning of year2010-12-31$3,723,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$17,160
Total interest from all sources2010-12-31$225
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$74,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$17,160
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$225,619
Participant contributions at end of year2010-12-31$25,269
Participant contributions at beginning of year2010-12-31$22,353
Liabilities. Value of operating payables at end of year2010-12-31$6,203
Liabilities. Value of operating payables at beginning of year2010-12-31$7,566
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$899,334
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,615,502
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,716,168
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,314,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,390,991
Value of interest in common/collective trusts at end of year2010-12-31$208,733
Value of interest in common/collective trusts at beginning of year2010-12-31$246,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,172
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$430,602
Net investment gain or loss from common/collective trusts2010-12-31$9,350
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$378,910
Employer contributions (assets) at end of year2010-12-31$64,542
Employer contributions (assets) at beginning of year2010-12-31$58,388
Income. Dividends from common stock2010-12-31$74,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$202,874
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
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$717
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$595
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MENGWASSER MARTIN LALL & CLARK PC
Accountancy firm EIN2010-12-31431564913

Form 5500 Responses for PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL

2023: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 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 LOCAL 360 PENSION PLAN SUPPLEMENTAL 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 LOCAL 360 PENSION PLAN SUPPLEMENTAL 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 LOCAL 360 PENSION PLAN SUPPLEMENTAL 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 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 LOCAL 360 PENSION PLAN SUPPLEMENTAL 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PLUMBERS LOCAL 360 PENSION PLAN SUPPLEMENTAL 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 LOCAL 360 PENSION PLAN SUPPLEMENTAL 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 LOCAL 360 PENSION PLAN SUPPLEMENTAL 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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