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NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 401k Plan overview

Plan NameNORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN
Plan identification number 001

NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OF
Employer identification number (EIN):800234499
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICOLE FALKNER
0012016-01-01KRISTIN PASSINEAU
0012015-01-01KRISTIN PASSINEAU
0012014-01-01KRISTIN PASSINEAU
0012013-01-01KRISTIN PASSINEAU
0012012-01-01KRISTIN PASSINEAU
0012011-09-01KRISTIN PASSINEAU
0012009-09-01KRISTIN PASSINEAU

Plan Statistics for NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN

401k plan membership statisitcs for NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2023: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0110,936
Total number of active participants reported on line 7a of the Form 55002023-01-0110,854
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01725
Total of all active and inactive participants2023-01-0111,579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01143
Total participants2023-01-0111,722
Number of participants with account balances2023-01-0111,203
Number of employers contributing to the scheme2023-01-01206
2022: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0110,450
Total number of active participants reported on line 7a of the Form 55002022-01-0110,094
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01699
Total of all active and inactive participants2022-01-0110,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01143
Total participants2022-01-0110,936
Number of participants with account balances2022-01-0110,415
Number of employers contributing to the scheme2022-01-01214
2021: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0110,308
Total number of active participants reported on line 7a of the Form 55002021-01-019,656
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01664
Total of all active and inactive participants2021-01-0110,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01130
Total participants2021-01-0110,450
Number of participants with account balances2021-01-019,921
Number of employers contributing to the scheme2021-01-01204
2020: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0110,321
Total number of active participants reported on line 7a of the Form 55002020-01-019,558
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01642
Total of all active and inactive participants2020-01-0110,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01108
Total participants2020-01-0110,308
Number of participants with account balances2020-01-019,618
Number of employers contributing to the scheme2020-01-01192
2019: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-019,985
Total number of active participants reported on line 7a of the Form 55002019-01-019,580
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01646
Total of all active and inactive participants2019-01-0110,226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0195
Total participants2019-01-0110,321
Number of participants with account balances2019-01-0110,321
Number of employers contributing to the scheme2019-01-01215
2018: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-019,478
Total number of active participants reported on line 7a of the Form 55002018-01-019,227
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01642
Total of all active and inactive participants2018-01-019,869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01116
Total participants2018-01-019,985
Number of participants with account balances2018-01-019,985
Number of employers contributing to the scheme2018-01-01223
2017: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-019,005
Total number of active participants reported on line 7a of the Form 55002017-01-018,804
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01592
Total of all active and inactive participants2017-01-019,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0182
Total participants2017-01-019,478
Number of participants with account balances2017-01-019,478
Number of employers contributing to the scheme2017-01-01230
2016: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-018,576
Total number of active participants reported on line 7a of the Form 55002016-01-018,376
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01544
Total of all active and inactive participants2016-01-018,920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0185
Total participants2016-01-019,005
Number of participants with account balances2016-01-019,005
Number of employers contributing to the scheme2016-01-01219
2015: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-018,265
Total number of active participants reported on line 7a of the Form 55002015-01-017,999
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01504
Total of all active and inactive participants2015-01-018,503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0173
Total participants2015-01-018,576
Number of participants with account balances2015-01-018,576
Number of employers contributing to the scheme2015-01-01230
2014: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-017,589
Total number of active participants reported on line 7a of the Form 55002014-01-017,771
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01444
Total of all active and inactive participants2014-01-018,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0150
Total participants2014-01-018,265
Number of participants with account balances2014-01-018,265
Number of employers contributing to the scheme2014-01-01241
2013: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-017,448
Total number of active participants reported on line 7a of the Form 55002013-01-017,122
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01412
Total of all active and inactive participants2013-01-017,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0155
Total participants2013-01-017,589
Number of participants with account balances2013-01-017,589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-01294
2012: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016,727
Total number of active participants reported on line 7a of the Form 55002012-01-017,011
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01384
Total of all active and inactive participants2012-01-017,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0153
Total participants2012-01-017,448
Number of participants with account balances2012-01-017,448
Number of employers contributing to the scheme2012-01-01370
2011: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-016,852
Total number of active participants reported on line 7a of the Form 55002011-09-016,405
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-01297
Total of all active and inactive participants2011-09-016,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-09-0125
Total participants2011-09-016,727
Number of participants with account balances2011-09-016,727
Number of employers contributing to the scheme2011-09-01407
2009: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-015,619
Total number of active participants reported on line 7a of the Form 55002009-09-016,037
Number of retired or separated participants receiving benefits2009-09-010
Number of other retired or separated participants entitled to future benefits2009-09-01366
Total of all active and inactive participants2009-09-016,403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-09-0128
Total participants2009-09-016,431
Number of participants with account balances2009-09-016,431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-09-010
Number of employers contributing to the scheme2009-09-01323

Financial Data on NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN

Measure Date Value
2023 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$439,363
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$277,446
Total income from all sources (including contributions)2023-12-31$84,927,316
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$9,324,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$8,674,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$40,193,544
Value of total assets at end of year2023-12-31$310,815,880
Value of total assets at beginning of year2023-12-31$235,050,826
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$649,881
Total interest from all sources2023-12-31$51,698
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$6,648,952
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$6,648,952
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$3,500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$138,692
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$45,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$53,005
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$308,700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$104,300
Other income not declared elsewhere2023-12-31$9,073
Administrative expenses (other) incurred2023-12-31$81,208
Liabilities. Value of operating payables at end of year2023-12-31$130,663
Liabilities. Value of operating payables at beginning of year2023-12-31$173,146
Total non interest bearing cash at end of year2023-12-31$3,094,132
Total non interest bearing cash at beginning of year2023-12-31$2,946,202
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$75,603,137
Value of net assets at end of year (total assets less liabilities)2023-12-31$310,376,517
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$234,773,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$347,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$301,641,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$226,566,286
Value of interest in common/collective trusts at end of year2023-12-31$2,046,386
Value of interest in common/collective trusts at beginning of year2023-12-31$2,036,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$3,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$114,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$114,308
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$51,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$37,920,371
Net investment gain or loss from common/collective trusts2023-12-31$103,678
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$40,054,852
Employer contributions (assets) at end of year2023-12-31$3,983,900
Employer contributions (assets) at beginning of year2023-12-31$3,334,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$8,674,298
Contract administrator fees2023-12-31$118,174
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 appraiser2023-12-31Yes
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 name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$277,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$105,139
Total income from all sources (including contributions)2022-12-31$-6,676,969
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,977,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,397,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$36,104,306
Value of total assets at end of year2022-12-31$235,050,826
Value of total assets at beginning of year2022-12-31$248,533,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$580,257
Total interest from all sources2022-12-31$6,921
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,494,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,494,130
Administrative expenses professional fees incurred2022-12-31$95,381
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$25,233
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$53,005
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$53,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$104,300
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$2,800
Administrative expenses (other) incurred2022-12-31$164,614
Liabilities. Value of operating payables at end of year2022-12-31$173,146
Liabilities. Value of operating payables at beginning of year2022-12-31$105,139
Total non interest bearing cash at end of year2022-12-31$2,946,202
Total non interest bearing cash at beginning of year2022-12-31$18,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,654,895
Value of net assets at end of year (total assets less liabilities)2022-12-31$234,773,380
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$248,428,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$320,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$226,566,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$241,778,735
Value of interest in common/collective trusts at end of year2022-12-31$2,036,525
Value of interest in common/collective trusts at beginning of year2022-12-31$1,211,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$114,308
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,616,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,616,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,921
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-47,237,988
Net investment gain or loss from common/collective trusts2022-12-31$-47,138
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$36,079,073
Employer contributions (assets) at end of year2022-12-31$3,334,500
Employer contributions (assets) at beginning of year2022-12-31$2,854,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,397,669
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 appraiser2022-12-31Yes
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 name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$105,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$106,231
Total income from all sources (including contributions)2021-12-31$60,400,241
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,752,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,209,709
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$32,122,386
Value of total assets at end of year2021-12-31$248,533,414
Value of total assets at beginning of year2021-12-31$193,886,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$542,971
Total interest from all sources2021-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,780,584
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$3,780,584
Administrative expenses professional fees incurred2021-12-31$93,679
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,150,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$32,006,232
Amount contributed by the employer to the plan for this plan year2021-12-31$32,006,232
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116,154
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$53,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$102,573
Other income not declared elsewhere2021-12-31$7,623
Administrative expenses (other) incurred2021-12-31$131,011
Liabilities. Value of operating payables at end of year2021-12-31$105,139
Liabilities. Value of operating payables at beginning of year2021-12-31$106,231
Total non interest bearing cash at end of year2021-12-31$18,504
Total non interest bearing cash at beginning of year2021-12-31$15,001
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$54,647,561
Value of net assets at end of year (total assets less liabilities)2021-12-31$248,428,275
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$193,780,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$318,281
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$241,778,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$188,019,125
Value of interest in common/collective trusts at end of year2021-12-31$1,211,691
Value of interest in common/collective trusts at beginning of year2021-12-31$1,003,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,616,733
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,256,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,256,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$24,500,428
Net investment gain or loss from common/collective trusts2021-12-31$-10,879
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$32,006,232
Employer contributions (assets) at end of year2021-12-31$2,854,500
Employer contributions (assets) at beginning of year2021-12-31$2,490,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,209,709
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 appraiser2021-12-31Yes
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 name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$106,231
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$119,961
Total income from all sources (including contributions)2020-12-31$55,582,830
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,850,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,293,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$29,605,229
Value of total assets at end of year2020-12-31$193,886,945
Value of total assets at beginning of year2020-12-31$148,168,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$557,185
Total interest from all sources2020-12-31$1,066
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,029,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,029,576
Administrative expenses professional fees incurred2020-12-31$95,066
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$3,150,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$29,531,511
Amount contributed by the employer to the plan for this plan year2020-12-31$29,531,511
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,718
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$102,573
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$31,974
Other income not declared elsewhere2020-12-31$662
Administrative expenses (other) incurred2020-12-31$159,132
Liabilities. Value of operating payables at end of year2020-12-31$106,231
Liabilities. Value of operating payables at beginning of year2020-12-31$119,961
Total non interest bearing cash at end of year2020-12-31$15,001
Total non interest bearing cash at beginning of year2020-12-31$6,938
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$45,732,643
Value of net assets at end of year (total assets less liabilities)2020-12-31$193,780,714
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$148,048,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$302,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$188,019,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$143,071,497
Value of interest in common/collective trusts at end of year2020-12-31$1,003,188
Value of interest in common/collective trusts at beginning of year2020-12-31$501,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,256,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,343,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,343,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$22,910,489
Net investment gain or loss from common/collective trusts2020-12-31$35,808
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$29,531,511
Employer contributions (assets) at end of year2020-12-31$2,490,900
Employer contributions (assets) at beginning of year2020-12-31$2,212,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,293,002
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 appraiser2020-12-31Yes
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 name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$119,961
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$122,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$122,170
Total income from all sources (including contributions)2019-12-31$50,974,900
Total income from all sources (including contributions)2019-12-31$50,974,900
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,983,200
Total of all expenses incurred2019-12-31$3,983,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,483,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,483,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,560,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$26,560,471
Value of total assets at end of year2019-12-31$148,168,032
Value of total assets at end of year2019-12-31$148,168,032
Value of total assets at beginning of year2019-12-31$101,178,541
Value of total assets at beginning of year2019-12-31$101,178,541
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$499,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$499,994
Total interest from all sources2019-12-31$1,953
Total interest from all sources2019-12-31$1,953
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,152,409
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,152,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,152,409
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,152,409
Administrative expenses professional fees incurred2019-12-31$80,685
Administrative expenses professional fees incurred2019-12-31$80,685
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,150,000
Value of fidelity bond cover2019-12-31$3,150,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$26,419,713
Amount contributed by the employer to the plan for this plan year2019-12-31$26,419,713
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$140,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$31,974
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$31,974
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$38,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$38,283
Other income not declared elsewhere2019-12-31$2,273
Administrative expenses (other) incurred2019-12-31$151,791
Administrative expenses (other) incurred2019-12-31$151,791
Liabilities. Value of operating payables at end of year2019-12-31$119,961
Liabilities. Value of operating payables at end of year2019-12-31$119,961
Liabilities. Value of operating payables at beginning of year2019-12-31$122,170
Liabilities. Value of operating payables at beginning of year2019-12-31$122,170
Total non interest bearing cash at end of year2019-12-31$6,938
Total non interest bearing cash at end of year2019-12-31$6,938
Total non interest bearing cash at beginning of year2019-12-31$11,271
Total non interest bearing cash at beginning of year2019-12-31$11,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$46,991,700
Value of net income/loss2019-12-31$46,991,700
Value of net assets at end of year (total assets less liabilities)2019-12-31$148,048,071
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,056,371
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$101,056,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$267,518
Investment advisory and management fees2019-12-31$267,518
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,071,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$143,071,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,844,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$96,844,907
Value of interest in common/collective trusts at end of year2019-12-31$501,284
Value of interest in common/collective trusts at beginning of year2019-12-31$371,854
Value of interest in common/collective trusts at beginning of year2019-12-31$371,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,343,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,343,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,790,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,790,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,790,226
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,790,226
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,953
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,227,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$21,227,333
Net investment gain or loss from common/collective trusts2019-12-31$30,461
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$26,419,713
Contributions received in cash from employer2019-12-31$26,419,713
Employer contributions (assets) at end of year2019-12-31$2,212,500
Employer contributions (assets) at beginning of year2019-12-31$2,122,000
Employer contributions (assets) at beginning of year2019-12-31$2,122,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,483,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,483,206
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$122,170
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$92,203
Total income from all sources (including contributions)2018-12-31$15,113,281
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,254,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,792,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,220,315
Value of total assets at end of year2018-12-31$101,178,541
Value of total assets at beginning of year2018-12-31$89,289,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$461,033
Total interest from all sources2018-12-31$-249
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,245,334
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$2,245,334
Administrative expenses professional fees incurred2018-12-31$93,357
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$22,174,178
Amount contributed by the employer to the plan for this plan year2018-12-31$22,174,178
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$46,137
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$38,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$23,724
Other income not declared elsewhere2018-12-31$6,499
Administrative expenses (other) incurred2018-12-31$132,710
Liabilities. Value of operating payables at end of year2018-12-31$122,170
Liabilities. Value of operating payables at beginning of year2018-12-31$92,203
Total non interest bearing cash at end of year2018-12-31$11,271
Total non interest bearing cash at beginning of year2018-12-31$1,525,418
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$11,859,256
Value of net assets at end of year (total assets less liabilities)2018-12-31$101,056,371
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$89,197,115
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$234,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$96,844,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$85,899,300
Value of interest in common/collective trusts at end of year2018-12-31$371,854
Value of interest in common/collective trusts at beginning of year2018-12-31$321,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,790,226
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-9,361,130
Net investment gain or loss from common/collective trusts2018-12-31$2,512
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$22,174,178
Employer contributions (assets) at end of year2018-12-31$2,122,000
Employer contributions (assets) at beginning of year2018-12-31$1,519,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,792,992
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 appraiser2018-12-31Yes
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$92,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$99,238
Total income from all sources (including contributions)2017-12-31$29,844,869
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,011,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,594,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,435,855
Value of total assets at end of year2017-12-31$89,289,318
Value of total assets at beginning of year2017-12-31$61,462,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$416,900
Total interest from all sources2017-12-31$249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,597,856
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$1,597,856
Administrative expenses professional fees incurred2017-12-31$105,175
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$17,396,602
Amount contributed by the employer to the plan for this plan year2017-12-31$17,396,602
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$39,253
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$23,724
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$23,811
Other income not declared elsewhere2017-12-31$2,606
Administrative expenses (other) incurred2017-12-31$107,977
Liabilities. Value of operating payables at end of year2017-12-31$92,203
Liabilities. Value of operating payables at beginning of year2017-12-31$99,238
Total non interest bearing cash at end of year2017-12-31$1,525,418
Total non interest bearing cash at beginning of year2017-12-31$1,223,214
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$27,833,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$89,197,115
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$61,363,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$203,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$85,899,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$56,926,191
Value of interest in common/collective trusts at end of year2017-12-31$321,676
Value of interest in common/collective trusts at beginning of year2017-12-31$1,908,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$91,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$91,041
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,835,376
Net investment gain or loss from common/collective trusts2017-12-31$-27,073
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$17,396,602
Employer contributions (assets) at end of year2017-12-31$1,519,200
Employer contributions (assets) at beginning of year2017-12-31$1,290,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,594,441
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 appraiser2017-12-31Yes
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$99,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$59,314
Total income from all sources (including contributions)2016-12-31$18,491,101
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,149,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$799,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$14,453,330
Value of total assets at end of year2016-12-31$61,462,825
Value of total assets at beginning of year2016-12-31$44,081,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$350,530
Total interest from all sources2016-12-31$402
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,072,699
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$1,072,699
Administrative expenses professional fees incurred2016-12-31$59,874
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$3,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$14,449,956
Amount contributed by the employer to the plan for this plan year2016-12-31$14,449,956
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,374
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$23,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23,466
Other income not declared elsewhere2016-12-31$3,494
Administrative expenses (other) incurred2016-12-31$98,864
Liabilities. Value of operating payables at end of year2016-12-31$99,238
Liabilities. Value of operating payables at beginning of year2016-12-31$59,314
Total non interest bearing cash at end of year2016-12-31$1,223,214
Total non interest bearing cash at beginning of year2016-12-31$4,715
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$17,341,532
Value of net assets at end of year (total assets less liabilities)2016-12-31$61,363,587
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,022,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$191,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$56,926,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,971,164
Value of interest in common/collective trusts at end of year2016-12-31$1,908,268
Value of interest in common/collective trusts at beginning of year2016-12-31$1,032,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$91,041
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$66,137
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$66,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,944,814
Net investment gain or loss from common/collective trusts2016-12-31$16,362
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$14,449,956
Employer contributions (assets) at end of year2016-12-31$1,290,300
Employer contributions (assets) at beginning of year2016-12-31$983,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$799,039
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 appraiser2016-12-31Yes
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 name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$59,314
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,838
Total income from all sources (including contributions)2015-12-31$9,866,452
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,345,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,060,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,422,614
Value of total assets at end of year2015-12-31$44,081,369
Value of total assets at beginning of year2015-12-31$35,550,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$284,907
Total interest from all sources2015-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$830,849
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$830,849
Administrative expenses professional fees incurred2015-12-31$43,449
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$3,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$10,369,126
Amount contributed by the employer to the plan for this plan year2015-12-31$10,369,126
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$53,488
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23,466
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$23,958
Other income not declared elsewhere2015-12-31$2,004
Administrative expenses (other) incurred2015-12-31$78,557
Liabilities. Value of operating payables at end of year2015-12-31$59,314
Liabilities. Value of operating payables at beginning of year2015-12-31$48,838
Total non interest bearing cash at end of year2015-12-31$4,715
Total non interest bearing cash at beginning of year2015-12-31$1,456
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$8,520,878
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,022,055
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$35,501,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$162,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,971,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,017,928
Value of interest in common/collective trusts at end of year2015-12-31$1,032,187
Value of interest in common/collective trusts at beginning of year2015-12-31$822,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$66,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$78,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$78,504
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,395,541
Net investment gain or loss from common/collective trusts2015-12-31$6,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,369,126
Employer contributions (assets) at end of year2015-12-31$983,700
Employer contributions (assets) at beginning of year2015-12-31$605,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,060,667
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 appraiser2015-12-31Yes
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$48,838
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$50,649
Total income from all sources (including contributions)2014-12-31$9,721,103
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$828,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$564,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,737,275
Value of total assets at end of year2014-12-31$35,550,015
Value of total assets at beginning of year2014-12-31$26,658,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$263,853
Total interest from all sources2014-12-31$10
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$637,850
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$637,850
Administrative expenses professional fees incurred2014-12-31$40,334
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$7,704,215
Amount contributed by the employer to the plan for this plan year2014-12-31$7,704,215
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$33,060
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$23,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$20,771
Other income not declared elsewhere2014-12-31$2,654
Administrative expenses (other) incurred2014-12-31$74,763
Liabilities. Value of operating payables at end of year2014-12-31$48,838
Liabilities. Value of operating payables at beginning of year2014-12-31$50,649
Total non interest bearing cash at end of year2014-12-31$1,456
Total non interest bearing cash at beginning of year2014-12-31$21,725
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$8,892,929
Value of net assets at end of year (total assets less liabilities)2014-12-31$35,501,177
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$26,608,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$148,756
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,017,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$25,444,420
Value of interest in common/collective trusts at end of year2014-12-31$822,969
Value of interest in common/collective trusts at beginning of year2014-12-31$550,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$78,504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$89,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$89,621
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,330,378
Net investment gain or loss from common/collective trusts2014-12-31$12,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,704,215
Employer contributions (assets) at end of year2014-12-31$605,200
Employer contributions (assets) at beginning of year2014-12-31$531,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$564,321
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 appraiser2014-12-31Yes
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$50,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$59,875
Total income from all sources (including contributions)2013-12-31$8,734,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$598,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$350,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,641,287
Value of total assets at end of year2013-12-31$26,658,897
Value of total assets at beginning of year2013-12-31$18,532,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$248,007
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$437,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$437,515
Administrative expenses professional fees incurred2013-12-31$46,173
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$4,622,432
Amount contributed by the employer to the plan for this plan year2013-12-31$4,622,432
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$18,855
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$20,771
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$19,642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$117
Administrative expenses (other) incurred2013-12-31$59,025
Liabilities. Value of operating payables at end of year2013-12-31$50,649
Liabilities. Value of operating payables at beginning of year2013-12-31$59,875
Total non interest bearing cash at end of year2013-12-31$21,725
Total non interest bearing cash at beginning of year2013-12-31$6,682
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$8,135,598
Value of net assets at end of year (total assets less liabilities)2013-12-31$26,608,248
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,472,650
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$142,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$25,444,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,493,718
Value of interest in common/collective trusts at end of year2013-12-31$550,460
Value of interest in common/collective trusts at beginning of year2013-12-31$395,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$89,621
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$59,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$59,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,656,741
Net investment gain or loss from common/collective trusts2013-12-31$-1,571
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,622,432
Employer contributions (assets) at end of year2013-12-31$531,900
Employer contributions (assets) at beginning of year2013-12-31$557,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$350,484
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 appraiser2013-12-31Yes
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$59,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,360
Total income from all sources (including contributions)2012-12-31$7,467,848
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$382,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$164,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,706,513
Value of total assets at end of year2012-12-31$18,532,525
Value of total assets at beginning of year2012-12-31$11,421,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$218,562
Total interest from all sources2012-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$349,566
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$349,566
Administrative expenses professional fees incurred2012-12-31$40,088
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
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
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$5,703,075
Amount contributed by the employer to the plan for this plan year2012-12-31$5,703,075
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$19,642
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$33,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$3,672
Administrative expenses (other) incurred2012-12-31$48,516
Liabilities. Value of operating payables at end of year2012-12-31$59,875
Liabilities. Value of operating payables at beginning of year2012-12-31$33,360
Total non interest bearing cash at end of year2012-12-31$6,682
Total non interest bearing cash at beginning of year2012-12-31$9,689
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$7,084,975
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,472,650
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,387,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$129,958
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$17,493,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,672,867
Value of interest in common/collective trusts at end of year2012-12-31$395,452
Value of interest in common/collective trusts at beginning of year2012-12-31$295,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$59,931
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$54,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$54,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,393,779
Net investment gain or loss from common/collective trusts2012-12-31$14,316
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$5,703,075
Employer contributions (assets) at end of year2012-12-31$557,100
Employer contributions (assets) at beginning of year2012-12-31$355,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$164,311
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 appraiser2012-12-31Yes
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$33,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$32,501
Total income from all sources (including contributions)2011-12-31$1,597,973
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$102,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,555,146
Value of total assets at end of year2011-12-31$11,421,035
Value of total assets at beginning of year2011-12-31$9,924,396
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,547
Total interest from all sources2011-12-31$529
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$223,792
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$223,792
Administrative expenses professional fees incurred2011-12-31$11,755
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,547,415
Amount contributed by the employer to the plan for this plan year2011-12-31$1,547,415
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,731
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$33,069
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$8,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$5,155
Other income not declared elsewhere2011-12-31$419
Administrative expenses (other) incurred2011-12-31$4,568
Liabilities. Value of operating payables at end of year2011-12-31$33,360
Liabilities. Value of operating payables at beginning of year2011-12-31$27,346
Total non interest bearing cash at end of year2011-12-31$9,689
Total non interest bearing cash at beginning of year2011-12-31$9,436
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$1,495,780
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,387,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,891,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$56,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,672,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,179,124
Value of interest in common/collective trusts at end of year2011-12-31$295,274
Value of interest in common/collective trusts at beginning of year2011-12-31$216,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$54,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$51,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$51,130
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-184,817
Net investment gain or loss from common/collective trusts2011-12-31$2,904
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$1,547,415
Employer contributions (assets) at end of year2011-12-31$355,500
Employer contributions (assets) at beginning of year2011-12-31$460,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,646
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31Yes
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
Total unrealized appreciation/depreciation of assets2011-08-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$32,501
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-08-31$8,490
Total income from all sources (including contributions)2011-08-31$4,550,296
Total loss/gain on sale of assets2011-08-31$0
Total of all expenses incurred2011-08-31$289,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-08-31$78,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-08-31$3,835,856
Value of total assets at end of year2011-08-31$9,924,396
Value of total assets at beginning of year2011-08-31$5,639,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-08-31$211,780
Total interest from all sources2011-08-31$515
Total dividends received (eg from common stock, registered investment company shares)2011-08-31$130,628
Total dividends received from registered investment company shares (eg mutual funds)2011-08-31$130,628
Administrative expenses professional fees incurred2011-08-31$42,131
Was this plan covered by a fidelity bond2011-08-31Yes
Value of fidelity bond cover2011-08-31$2,500,000
If this is an individual account plan, was there a blackout period2011-08-31No
Funding deficiency by the employer to the plan for this plan year2011-08-31$0
Minimum employer required contribution for this plan year2011-08-31$3,819,095
Amount contributed by the employer to the plan for this plan year2011-08-31$3,819,095
Were there any nonexempt tranactions with any party-in-interest2011-08-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-08-31$16,761
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-08-31$8,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-08-31$770
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-08-31$5,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-08-31$5,384
Other income not declared elsewhere2011-08-31$3,043
Administrative expenses (other) incurred2011-08-31$58,906
Liabilities. Value of operating payables at end of year2011-08-31$27,346
Liabilities. Value of operating payables at beginning of year2011-08-31$3,106
Total non interest bearing cash at end of year2011-08-31$9,436
Total non interest bearing cash at beginning of year2011-08-31$9,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31No
Value of net income/loss2011-08-31$4,260,402
Value of net assets at end of year (total assets less liabilities)2011-08-31$9,891,895
Value of net assets at beginning of year (total assets less liabilities)2011-08-31$5,631,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-08-31No
Were any leases to which the plan was party in default or uncollectible2011-08-31No
Investment advisory and management fees2011-08-31$104,727
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-08-31$9,179,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-08-31$5,234,398
Value of interest in common/collective trusts at end of year2011-08-31$216,091
Value of interest in common/collective trusts at beginning of year2011-08-31$50,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-08-31$51,130
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-08-31$10,139
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-08-31$10,139
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-08-31$515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-08-31$574,714
Net investment gain or loss from common/collective trusts2011-08-31$5,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-08-31No
Was there a failure to transmit to the plan any participant contributions2011-08-31No
Has the plan failed to provide any benefit when due under the plan2011-08-31No
Contributions received in cash from employer2011-08-31$3,819,095
Employer contributions (assets) at end of year2011-08-31$460,200
Employer contributions (assets) at beginning of year2011-08-31$334,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-08-31$78,114
Contract administrator fees2011-08-31$6,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-08-31No
Did the plan have assets held for investment2011-08-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-08-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-08-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-08-31No
Opinion of an independent qualified public accountant for this plan2011-08-31Unqualified
Accountancy firm name2011-08-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-08-31410746749
2010 : NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-08-31$0
Minimum employer required contribution for this plan year2010-08-31$5,808,202
Amount contributed by the employer to the plan for this plan year2010-08-31$5,808,202

Form 5500 Responses for NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN

2023: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2011 form 5500 responses
2011-09-01Type of plan entityMulti-employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-01Plan is a collectively bargained planYes
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement - TrustYes
2009: NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS SUPPLEMENTAL RETIREMENT PLAN 2009 form 5500 responses
2009-09-01Type of plan entityMulti-employer plan
2009-09-01First time form 5500 has been submittedYes
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planYes
2009-09-01Plan funding arrangement – TrustYes
2009-09-01Plan benefit arrangement - TrustYes

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