MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
401k plan membership statisitcs for MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST
| Measure | Date | Value |
|---|
| 2023 : MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $37,257 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $101,509 |
| Total income from all sources (including contributions) | 2023-04-30 | $2,852,868 |
| Total of all expenses incurred | 2023-04-30 | $1,021,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $959,006 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $2,722,033 |
| Value of total assets at end of year | 2023-04-30 | $7,806,947 |
| Value of total assets at beginning of year | 2023-04-30 | $6,039,613 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $62,276 |
| Total interest from all sources | 2023-04-30 | $335 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-04-30 | $204,647 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-04-30 | $204,647 |
| Administrative expenses professional fees incurred | 2023-04-30 | $33,549 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-04-30 | $959,006 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-04-30 | $3,868 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-04-30 | $5,719 |
| Administrative expenses (other) incurred | 2023-04-30 | $19,914 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $37,257 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $23,431 |
| Total non interest bearing cash at end of year | 2023-04-30 | $99,817 |
| Total non interest bearing cash at beginning of year | 2023-04-30 | $96,119 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $1,831,586 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $7,769,690 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $5,938,104 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Investment advisory and management fees | 2023-04-30 | $6,173 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-04-30 | $6,793,282 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-04-30 | $5,101,947 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $734,006 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $577,493 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $577,493 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $335 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-04-30 | $-74,147 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Contributions received in cash from employer | 2023-04-30 | $2,722,033 |
| Employer contributions (assets) at end of year | 2023-04-30 | $170,833 |
| Employer contributions (assets) at beginning of year | 2023-04-30 | $252,545 |
| Contract administrator fees | 2023-04-30 | $2,640 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-04-30 | $78,078 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2023-04-30 | $5,141 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-04-30 | $5,790 |
| Did the plan have assets held for investment | 2023-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | BENDA, GRACE, STULZ & COMPANY, PC |
| Accountancy firm EIN | 2023-04-30 | 382284921 |
| 2022 : MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $101,509 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $23,320 |
| Total income from all sources (including contributions) | 2022-04-30 | $2,269,002 |
| Total of all expenses incurred | 2022-04-30 | $1,134,792 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $1,080,172 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $2,588,492 |
| Value of total assets at end of year | 2022-04-30 | $6,039,613 |
| Value of total assets at beginning of year | 2022-04-30 | $4,827,214 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $54,620 |
| Total interest from all sources | 2022-04-30 | $37 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-04-30 | $113,337 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-04-30 | $113,337 |
| Administrative expenses professional fees incurred | 2022-04-30 | $26,679 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-04-30 | $1,080,172 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-04-30 | $5,719 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-04-30 | $5,256 |
| Other income not declared elsewhere | 2022-04-30 | $8 |
| Administrative expenses (other) incurred | 2022-04-30 | $20,166 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $23,431 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $23,320 |
| Total non interest bearing cash at end of year | 2022-04-30 | $96,119 |
| Total non interest bearing cash at beginning of year | 2022-04-30 | $27,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $1,134,210 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $5,938,104 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $4,803,894 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Investment advisory and management fees | 2022-04-30 | $5,135 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-04-30 | $5,101,947 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-04-30 | $4,313,561 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $577,493 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $312,061 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $312,061 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $37 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-04-30 | $-432,872 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Contributions received in cash from employer | 2022-04-30 | $2,588,492 |
| Employer contributions (assets) at end of year | 2022-04-30 | $252,545 |
| Employer contributions (assets) at beginning of year | 2022-04-30 | $160,144 |
| Contract administrator fees | 2022-04-30 | $2,640 |
| Liabilities. Value of benefit claims payable at end of year | 2022-04-30 | $78,078 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2022-04-30 | $5,790 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-04-30 | $9,093 |
| Did the plan have assets held for investment | 2022-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | BENDA, GRACE, STULZ & COMPANY, PC |
| Accountancy firm EIN | 2022-04-30 | 382284921 |
| 2021 : MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $23,320 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $21,897 |
| Total income from all sources (including contributions) | 2021-04-30 | $2,845,991 |
| Total of all expenses incurred | 2021-04-30 | $1,272,101 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $1,230,947 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $2,033,003 |
| Value of total assets at end of year | 2021-04-30 | $4,827,214 |
| Value of total assets at beginning of year | 2021-04-30 | $3,251,901 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $41,154 |
| Total interest from all sources | 2021-04-30 | $23 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-04-30 | $114,378 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-04-30 | $114,378 |
| Administrative expenses professional fees incurred | 2021-04-30 | $26,056 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-04-30 | $1,230,947 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-04-30 | $5,256 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-04-30 | $41,113 |
| Administrative expenses (other) incurred | 2021-04-30 | $9,018 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $23,320 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $21,897 |
| Total non interest bearing cash at end of year | 2021-04-30 | $27,099 |
| Total non interest bearing cash at beginning of year | 2021-04-30 | $27,723 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $1,573,890 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $4,803,894 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $3,230,004 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Investment advisory and management fees | 2021-04-30 | $3,640 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-04-30 | $4,313,561 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-04-30 | $2,866,920 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $312,061 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $164,729 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $164,729 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $23 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-04-30 | $698,587 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Contributions received in cash from employer | 2021-04-30 | $2,033,003 |
| Employer contributions (assets) at end of year | 2021-04-30 | $160,144 |
| Employer contributions (assets) at beginning of year | 2021-04-30 | $143,796 |
| Contract administrator fees | 2021-04-30 | $2,440 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2021-04-30 | $9,093 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-04-30 | $7,620 |
| Did the plan have assets held for investment | 2021-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
| Accountancy firm name | 2021-04-30 | BENDA, GRACE, STULZ & COMPANY, PC |
| Accountancy firm EIN | 2021-04-30 | 382284921 |
| 2020 : MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $21,897 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $23,023 |
| Total income from all sources (including contributions) | 2020-04-30 | $2,296,251 |
| Total of all expenses incurred | 2020-04-30 | $1,171,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $1,127,546 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $2,363,289 |
| Value of total assets at end of year | 2020-04-30 | $3,251,901 |
| Value of total assets at beginning of year | 2020-04-30 | $2,127,910 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $43,588 |
| Total interest from all sources | 2020-04-30 | $369 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Administrative expenses professional fees incurred | 2020-04-30 | $28,487 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-04-30 | $41,113 |
| Other income not declared elsewhere | 2020-04-30 | $432 |
| Administrative expenses (other) incurred | 2020-04-30 | $10,299 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $21,897 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $23,023 |
| Total non interest bearing cash at end of year | 2020-04-30 | $27,723 |
| Total non interest bearing cash at beginning of year | 2020-04-30 | $72,570 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $1,125,117 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $3,230,004 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $2,104,887 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Investment advisory and management fees | 2020-04-30 | $2,402 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-04-30 | $2,866,920 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-04-30 | $1,694,620 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $164,729 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $216,535 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $216,535 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $369 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-04-30 | $-67,839 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Contributions received in cash from employer | 2020-04-30 | $2,363,289 |
| Employer contributions (assets) at end of year | 2020-04-30 | $143,796 |
| Employer contributions (assets) at beginning of year | 2020-04-30 | $141,411 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-04-30 | $1,127,546 |
| Contract administrator fees | 2020-04-30 | $2,400 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-04-30 | $7,620 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-04-30 | $2,774 |
| Did the plan have assets held for investment | 2020-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Accountancy firm name | 2020-04-30 | BENDA, GRACE, STULZ & COMPANY, PC |
| Accountancy firm EIN | 2020-04-30 | 382284921 |
| 2019 : MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $23,023 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $13,694 |
| Total income from all sources (including contributions) | 2019-04-30 | $1,682,355 |
| Total of all expenses incurred | 2019-04-30 | $412,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $368,444 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $1,586,775 |
| Value of total assets at end of year | 2019-04-30 | $2,127,910 |
| Value of total assets at beginning of year | 2019-04-30 | $848,363 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $43,693 |
| Total interest from all sources | 2019-04-30 | $825 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Administrative expenses professional fees incurred | 2019-04-30 | $25,742 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-04-30 | $16,944 |
| Other income not declared elsewhere | 2019-04-30 | $60 |
| Administrative expenses (other) incurred | 2019-04-30 | $14,238 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $23,023 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $13,694 |
| Total non interest bearing cash at end of year | 2019-04-30 | $72,570 |
| Total non interest bearing cash at beginning of year | 2019-04-30 | $5,570 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $1,270,218 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $2,104,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $834,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Investment advisory and management fees | 2019-04-30 | $1,313 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-04-30 | $1,694,620 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $216,535 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $752,047 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $752,047 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $825 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-04-30 | $94,695 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $1,586,775 |
| Employer contributions (assets) at end of year | 2019-04-30 | $141,411 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $72,890 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-04-30 | $368,444 |
| Contract administrator fees | 2019-04-30 | $2,400 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-04-30 | $2,774 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-04-30 | $912 |
| Did the plan have assets held for investment | 2019-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
| Accountancy firm name | 2019-04-30 | BENDA, GRACE, STULZ & COMPANY, PC |
| Accountancy firm EIN | 2019-04-30 | 382284921 |
| 2018 : MICHIANA AREA ELECTRICAL WORKERS PLAN 4 TRUST 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $13,694 |
| Total income from all sources (including contributions) | 2018-04-30 | $863,296 |
| Total of all expenses incurred | 2018-04-30 | $28,627 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $862,969 |
| Value of total assets at end of year | 2018-04-30 | $848,363 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $28,627 |
| Total interest from all sources | 2018-04-30 | $322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Administrative expenses professional fees incurred | 2018-04-30 | $22,784 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-30 | $16,944 |
| Other income not declared elsewhere | 2018-04-30 | $5 |
| Administrative expenses (other) incurred | 2018-04-30 | $3,373 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $13,694 |
| Total non interest bearing cash at end of year | 2018-04-30 | $5,570 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $834,669 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $834,669 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Investment advisory and management fees | 2018-04-30 | $70 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $752,047 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $322 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $862,969 |
| Employer contributions (assets) at end of year | 2018-04-30 | $72,890 |
| Contract administrator fees | 2018-04-30 | $2,400 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-04-30 | $912 |
| Did the plan have assets held for investment | 2018-04-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
| Accountancy firm name | 2018-04-30 | BENDA, GRACE, STULZ & COMPANY, PC |
| Accountancy firm EIN | 2018-04-30 | 382284921 |
