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IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 401k Plan overview

Plan NameIBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN
Plan identification number 001

IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN Benefits

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

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIV LA CHAPTER NECA 40 has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES, IBEW LOCAL 952 VENTURA DIV LA CHAPTER NECA 40
Employer identification number (EIN):911923070
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-07-01
0012015-07-01
0012014-07-01
0012013-07-01
0012012-07-01SHANE WERNER
0012011-07-01SHANE WERNER
0012010-07-01SHANE WERNER
0012009-07-01SHANE WERNER

Plan Statistics for IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN

401k plan membership statisitcs for IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN

Measure Date Value
2016: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01802
Total number of active participants reported on line 7a of the Form 55002016-07-010
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-010
Number of participants with account balances2016-07-010
Number of employers contributing to the scheme2016-07-010
2015: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01808
Total number of active participants reported on line 7a of the Form 55002015-07-01756
Number of retired or separated participants receiving benefits2015-07-012
Number of other retired or separated participants entitled to future benefits2015-07-0143
Total of all active and inactive participants2015-07-01801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-01802
Number of participants with account balances2015-07-01260
Number of employers contributing to the scheme2015-07-010
2014: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01812
Total number of active participants reported on line 7a of the Form 55002014-07-01757
Number of retired or separated participants receiving benefits2014-07-013
Number of other retired or separated participants entitled to future benefits2014-07-0148
Total of all active and inactive participants2014-07-01808
Total participants2014-07-01808
Number of participants with account balances2014-07-01261
Number of employers contributing to the scheme2014-07-0134
2013: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01673
Total number of active participants reported on line 7a of the Form 55002013-07-01757
Number of retired or separated participants receiving benefits2013-07-013
Number of other retired or separated participants entitled to future benefits2013-07-0152
Total of all active and inactive participants2013-07-01812
Total participants2013-07-01812
Number of participants with account balances2013-07-01264
Number of employers contributing to the scheme2013-07-0137
2012: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01670
Total number of active participants reported on line 7a of the Form 55002012-07-01613
Number of retired or separated participants receiving benefits2012-07-013
Number of other retired or separated participants entitled to future benefits2012-07-0157
Total of all active and inactive participants2012-07-01673
Total participants2012-07-01673
Number of participants with account balances2012-07-01272
Number of employers contributing to the scheme2012-07-0134
2011: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01607
Total number of active participants reported on line 7a of the Form 55002011-07-01607
Number of retired or separated participants receiving benefits2011-07-011
Number of other retired or separated participants entitled to future benefits2011-07-0162
Total of all active and inactive participants2011-07-01670
Total participants2011-07-01670
Number of participants with account balances2011-07-01284
Number of employers contributing to the scheme2011-07-0144
2010: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01549
Total number of active participants reported on line 7a of the Form 55002010-07-01539
Number of retired or separated participants receiving benefits2010-07-011
Number of other retired or separated participants entitled to future benefits2010-07-0167
Total of all active and inactive participants2010-07-01607
Total participants2010-07-01607
Number of participants with account balances2010-07-01296
Number of employers contributing to the scheme2010-07-0137
2009: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01696
Total number of active participants reported on line 7a of the Form 55002009-07-01468
Number of retired or separated participants receiving benefits2009-07-0181
Total of all active and inactive participants2009-07-01549
Total participants2009-07-01549
Number of participants with account balances2009-07-01331
Number of employers contributing to the scheme2009-07-0113

Financial Data on IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN

Measure Date Value
2016 : IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-01$377,787
Total unrealized appreciation/depreciation of assets2016-12-01$377,787
Total transfer of assets from this plan2016-12-01$8,919,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-01$2,500
Total income from all sources (including contributions)2016-12-01$630,002
Total of all expenses incurred2016-12-01$377,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-01$254,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-01$116,889
Value of total assets at end of year2016-12-01$0
Value of total assets at beginning of year2016-12-01$8,670,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-01$122,989
Total dividends received (eg from common stock, registered investment company shares)2016-12-01$26,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-01No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-01$26,293
Administrative expenses professional fees incurred2016-12-01$39,152
Was this plan covered by a fidelity bond2016-12-01Yes
Value of fidelity bond cover2016-12-01$300,000
If this is an individual account plan, was there a blackout period2016-12-01No
Were there any nonexempt tranactions with any party-in-interest2016-12-01No
Contributions received from participants2016-12-01$116,889
Participant contributions at end of year2016-12-01$0
Participant contributions at beginning of year2016-12-01$25,698
Other income not declared elsewhere2016-12-01$62,139
Administrative expenses (other) incurred2016-12-01$6,299
Liabilities. Value of operating payables at end of year2016-12-01$0
Liabilities. Value of operating payables at beginning of year2016-12-01$2,500
Total non interest bearing cash at end of year2016-12-01$0
Total non interest bearing cash at beginning of year2016-12-01$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-01No
Value of net income/loss2016-12-01$252,289
Value of net assets at end of year (total assets less liabilities)2016-12-01$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-01$8,667,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-01No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-01No
Were any leases to which the plan was party in default or uncollectible2016-12-01No
Investment advisory and management fees2016-12-01$70,859
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-01$7,782,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-01$861,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-01$861,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-01$46,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-01Yes
Was there a failure to transmit to the plan any participant contributions2016-12-01No
Has the plan failed to provide any benefit when due under the plan2016-12-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-01$254,724
Contract administrator fees2016-12-01$6,679
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-01No
Did the plan have assets held for investment2016-12-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-01No
Opinion of an independent qualified public accountant for this plan2016-12-01Unqualified
Accountancy firm name2016-12-01BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2016-12-01952556670
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-858,644
Total unrealized appreciation/depreciation of assets2016-06-30$-858,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$2,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$19,083
Total income from all sources (including contributions)2016-06-30$155,324
Total of all expenses incurred2016-06-30$695,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$580,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$351,773
Value of total assets at end of year2016-06-30$8,670,049
Value of total assets at beginning of year2016-06-30$9,226,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$114,704
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$468,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$468,549
Administrative expenses professional fees incurred2016-06-30$28,823
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$300,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$351,773
Participant contributions at end of year2016-06-30$25,698
Participant contributions at beginning of year2016-06-30$26,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$6,653
Other income not declared elsewhere2016-06-30$62,230
Administrative expenses (other) incurred2016-06-30$8,419
Liabilities. Value of operating payables at end of year2016-06-30$2,500
Liabilities. Value of operating payables at beginning of year2016-06-30$19,083
Total non interest bearing cash at end of year2016-06-30$49
Total non interest bearing cash at beginning of year2016-06-30$145
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-539,897
Value of net assets at end of year (total assets less liabilities)2016-06-30$8,667,549
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$9,207,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$62,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$7,782,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$8,392,074
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$861,804
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$775,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$775,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$131,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30Yes
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$580,517
Contract administrator fees2016-06-30$15,264
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$24,976
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2016-06-30952556670
2015 : IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$-239,779
Total unrealized appreciation/depreciation of assets2015-06-30$-239,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$19,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$74,109
Total income from all sources (including contributions)2015-06-30$847,526
Total of all expenses incurred2015-06-30$395,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$339,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$297,226
Value of total assets at end of year2015-06-30$9,226,529
Value of total assets at beginning of year2015-06-30$8,829,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$56,381
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$570,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$570,010
Administrative expenses professional fees incurred2015-06-30$8,589
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$300,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$297,226
Participant contributions at end of year2015-06-30$26,923
Participant contributions at beginning of year2015-06-30$18,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$6,653
Other income not declared elsewhere2015-06-30$84,135
Administrative expenses (other) incurred2015-06-30$7,438
Liabilities. Value of operating payables at end of year2015-06-30$19,083
Liabilities. Value of operating payables at beginning of year2015-06-30$74,109
Total non interest bearing cash at end of year2015-06-30$145
Total non interest bearing cash at beginning of year2015-06-30$5,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$451,797
Value of net assets at end of year (total assets less liabilities)2015-06-30$9,207,446
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$8,755,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$28,588
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$8,392,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$8,047,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$775,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$758,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$758,057
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$135,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$339,348
Contract administrator fees2015-06-30$11,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-06-30No
Assets. Value of buildings and other operty used in plan operation at end of year2015-06-30$24,976
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30BERNARD KOTKIN AND COMPANY, LLP
Accountancy firm EIN2015-06-30952556670
2014 : IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$1,077,486
Total unrealized appreciation/depreciation of assets2014-06-30$1,077,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$74,109
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$59,205
Total income from all sources (including contributions)2014-06-30$1,762,346
Total of all expenses incurred2014-06-30$650,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$581,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$237,130
Value of total assets at end of year2014-06-30$8,829,758
Value of total assets at beginning of year2014-06-30$7,703,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$68,694
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$244,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$244,829
Administrative expenses professional fees incurred2014-06-30$29,155
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$300,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$237,130
Participant contributions at end of year2014-06-30$18,207
Participant contributions at beginning of year2014-06-30$21,124
Other income not declared elsewhere2014-06-30$25,339
Administrative expenses (other) incurred2014-06-30$4,373
Liabilities. Value of operating payables at end of year2014-06-30$74,109
Liabilities. Value of operating payables at beginning of year2014-06-30$59,205
Total non interest bearing cash at end of year2014-06-30$5,951
Total non interest bearing cash at beginning of year2014-06-30$6,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$1,111,656
Value of net assets at end of year (total assets less liabilities)2014-06-30$8,755,649
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$7,643,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$29,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$8,047,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$6,817,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$758,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$858,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$858,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$177,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30Yes
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$581,996
Contract administrator fees2014-06-30$5,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BERNARD KOTKIN & COMPANY, LLP
Accountancy firm EIN2014-06-30952556670
2013 : IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$936,725
Total unrealized appreciation/depreciation of assets2013-06-30$936,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$59,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$49,310
Total income from all sources (including contributions)2013-06-30$1,448,172
Total of all expenses incurred2013-06-30$726,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$656,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$275,219
Value of total assets at end of year2013-06-30$7,703,198
Value of total assets at beginning of year2013-06-30$6,971,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$70,363
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$133,783
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$133,783
Administrative expenses professional fees incurred2013-06-30$25,109
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$300,000
If this is an individual account plan, was there a blackout period2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$275,219
Participant contributions at end of year2013-06-30$21,124
Participant contributions at beginning of year2013-06-30$26,669
Other income not declared elsewhere2013-06-30$25,601
Administrative expenses (other) incurred2013-06-30$4,726
Liabilities. Value of operating payables at end of year2013-06-30$59,205
Liabilities. Value of operating payables at beginning of year2013-06-30$49,310
Total non interest bearing cash at end of year2013-06-30$6,392
Total non interest bearing cash at beginning of year2013-06-30$7,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$721,738
Value of net assets at end of year (total assets less liabilities)2013-06-30$7,643,993
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$6,922,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$32,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$6,817,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$5,946,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$858,204
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$990,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$990,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$76,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30Yes
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$656,071
Contract administrator fees2013-06-30$7,694
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30BERNARD KOTKIN & COMPANY LLP
Accountancy firm EIN2013-06-30952556670
2012 : IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$-166,798
Total unrealized appreciation/depreciation of assets2012-06-30$-166,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$49,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$50,136
Total income from all sources (including contributions)2012-06-30$227,227
Total of all expenses incurred2012-06-30$420,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$346,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$288,535
Value of total assets at end of year2012-06-30$6,971,565
Value of total assets at beginning of year2012-06-30$7,165,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$73,636
Total interest from all sources2012-06-30$87,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$20,467
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$300,000
If this is an individual account plan, was there a blackout period2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$288,535
Participant contributions at end of year2012-06-30$26,669
Participant contributions at beginning of year2012-06-30$20,663
Other income not declared elsewhere2012-06-30$32,212
Administrative expenses (other) incurred2012-06-30$4,185
Liabilities. Value of operating payables at end of year2012-06-30$49,310
Liabilities. Value of operating payables at beginning of year2012-06-30$50,136
Total non interest bearing cash at end of year2012-06-30$7,042
Total non interest bearing cash at beginning of year2012-06-30$807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-193,077
Value of net assets at end of year (total assets less liabilities)2012-06-30$6,922,255
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$7,115,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$32,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$5,946,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$6,168,035
Interest earned on other investments2012-06-30$87,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$990,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$975,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$975,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-14,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$346,668
Contract administrator fees2012-06-30$16,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30BERNARD KOTKIN & COMPANY, LLP
Accountancy firm EIN2012-06-30952556670
2011 : IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$815,122
Total unrealized appreciation/depreciation of assets2011-06-30$815,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$50,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$54,754
Total income from all sources (including contributions)2011-06-30$1,758,435
Total of all expenses incurred2011-06-30$703,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$642,010
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$268,973
Value of total assets at end of year2011-06-30$7,165,468
Value of total assets at beginning of year2011-06-30$6,114,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$61,264
Total interest from all sources2011-06-30$96,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$6,189
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$300,000
If this is an individual account plan, was there a blackout period2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$268,973
Participant contributions at end of year2011-06-30$20,663
Participant contributions at beginning of year2011-06-30$20,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$23,884
Other income not declared elsewhere2011-06-30$25,517
Administrative expenses (other) incurred2011-06-30$5,418
Liabilities. Value of operating payables at end of year2011-06-30$50,136
Liabilities. Value of operating payables at beginning of year2011-06-30$54,754
Total non interest bearing cash at end of year2011-06-30$807
Total non interest bearing cash at beginning of year2011-06-30$7,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,055,161
Value of net assets at end of year (total assets less liabilities)2011-06-30$7,115,332
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$6,060,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$36,076
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$6,168,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$5,109,420
Interest earned on other investments2011-06-30$95,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$975,963
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$953,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$953,715
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$552,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30Yes
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$642,010
Contract administrator fees2011-06-30$13,581
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30BERNARD KOTKIN AND COMPANY LLP
Accountancy firm EIN2011-06-30952556670

Form 5500 Responses for IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN

2016: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01This submission is the final filingYes
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IBEW LOCAL 952- VENTURA DIVISION LA CHAPTER 401(K) PENSION PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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