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WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 401k Plan overview

Plan NameWESTERN STATES IRONWORKERS SHOPMENS 401K PLAN
Plan identification number 001

WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, WESTERN STATES IRONWORKERS SHOPMENS 401(K) PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, WESTERN STATES IRONWORKERS SHOPMENS 401(K) PLAN
Employer identification number (EIN):931233183
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PHILLIP A CASCIATO
0012016-01-01PHILLIP A CASCIATO
0012015-01-01PHILLIP A CASCIATO
0012014-01-01PHILLIP A CASCIATO ROBERT WISE2015-10-12
0012013-01-01PHILLIP A CASCIATO ROBERT WISE2014-10-01
0012012-01-01ADEN BLAIR ROBERT WISE2013-10-08
0012011-01-01ADEN BLAIR ROBERT WISE2012-10-12
0012009-01-01MICHAEL J. LAPPIER ROBERT C. WISE2010-10-13
0012009-01-01MICHAEL LAPPIER ROBERT WISE2010-11-01

Plan Statistics for WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN

401k plan membership statisitcs for WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN

Measure Date Value
2023: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01679
Total number of active participants reported on line 7a of the Form 55002023-01-01143
Number of retired or separated participants receiving benefits2023-01-017
Number of other retired or separated participants entitled to future benefits2023-01-01351
Total of all active and inactive participants2023-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01502
Number of participants with account balances2023-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-015
2022: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01729
Total number of active participants reported on line 7a of the Form 55002022-01-01299
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01371
Total of all active and inactive participants2022-01-01677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01679
Number of participants with account balances2022-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-016
2021: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01826
Total number of active participants reported on line 7a of the Form 55002021-01-01509
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-01212
Total of all active and inactive participants2021-01-01727
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01729
Number of participants with account balances2021-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-018
2020: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01832
Total number of active participants reported on line 7a of the Form 55002020-01-01617
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01205
Total of all active and inactive participants2020-01-01825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01826
Number of participants with account balances2020-01-01585
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-018
2019: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01768
Total number of active participants reported on line 7a of the Form 55002019-01-01618
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01207
Total of all active and inactive participants2019-01-01830
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01832
Number of participants with account balances2019-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-016
2018: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01779
Total number of active participants reported on line 7a of the Form 55002018-01-01626
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01133
Total of all active and inactive participants2018-01-01762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01768
Number of participants with account balances2018-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-018
2017: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01835
Total number of active participants reported on line 7a of the Form 55002017-01-01658
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01114
Total of all active and inactive participants2017-01-01775
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01779
Number of participants with account balances2017-01-01505
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-018
2016: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01848
Total number of active participants reported on line 7a of the Form 55002016-01-01723
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01835
Number of participants with account balances2016-01-01510
Number of employers contributing to the scheme2016-01-018
2015: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01751
Total number of active participants reported on line 7a of the Form 55002015-01-01784
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0155
Total of all active and inactive participants2015-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01848
Number of participants with account balances2015-01-01422
Number of employers contributing to the scheme2015-01-018
2014: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01613
Total number of active participants reported on line 7a of the Form 55002014-01-01685
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0159
Total of all active and inactive participants2014-01-01747
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01751
Number of participants with account balances2014-01-01386
Number of employers contributing to the scheme2014-01-018
2013: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01650
Total number of active participants reported on line 7a of the Form 55002013-01-01564
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-01613
Number of participants with account balances2013-01-01382
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 scheme2013-01-018
2012: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01579
Total number of active participants reported on line 7a of the Form 55002012-01-01579
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01650
Number of participants with account balances2012-01-01405
Number of employers contributing to the scheme2012-01-017
2011: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01586
Total number of active participants reported on line 7a of the Form 55002011-01-01523
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01578
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01579
Number of participants with account balances2011-01-01407
Number of employers contributing to the scheme2011-01-017
2009: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01746
Total number of active participants reported on line 7a of the Form 55002009-01-01659
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01659
Number of participants with account balances2009-01-01368
Number of employers contributing to the scheme2009-01-017

Financial Data on WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN

Measure Date Value
2023 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$15,609
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$20,155
Total income from all sources (including contributions)2023-12-31$1,720,091
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,014,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$928,989
Value of total corrective distributions2023-12-31$1,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$503,194
Value of total assets at end of year2023-12-31$8,409,322
Value of total assets at beginning of year2023-12-31$7,708,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$84,055
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$243,363
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$243,363
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$317,149
Participant contributions at end of year2023-12-31$5,500
Participant contributions at beginning of year2023-12-31$10,139
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$15,309
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$1,740
Administrative expenses (other) incurred2023-12-31$7,344
Liabilities. Value of operating payables at end of year2023-12-31$300
Liabilities. Value of operating payables at beginning of year2023-12-31$18,415
Total non interest bearing cash at end of year2023-12-31$29,550
Total non interest bearing cash at beginning of year2023-12-31$40,794
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
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$705,307
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,393,713
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,688,406
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,929,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,435,109
Value of interest in common/collective trusts at end of year2023-12-31$430,843
Value of interest in common/collective trusts at beginning of year2023-12-31$206,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$964,891
Net investment gain or loss from common/collective trusts2023-12-31$8,643
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$186,045
Employer contributions (assets) at end of year2023-12-31$13,498
Employer contributions (assets) at beginning of year2023-12-31$15,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$928,989
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLARK, RAYMOND & COMPANY PLLC
Accountancy firm EIN2023-12-31911521868
2022 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$300
Total income from all sources (including contributions)2022-12-31$-847,680
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,015,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$930,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$595,901
Value of total assets at end of year2022-12-31$7,704,994
Value of total assets at beginning of year2022-12-31$9,568,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,184
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$277,831
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$277,831
Administrative expenses professional fees incurred2022-12-31$7,800
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$373,934
Participant contributions at end of year2022-12-31$10,139
Participant contributions at beginning of year2022-12-31$21,671
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$18,271
Liabilities. Value of operating payables at end of year2022-12-31$300
Liabilities. Value of operating payables at beginning of year2022-12-31$300
Total non interest bearing cash at end of year2022-12-31$19,431
Total non interest bearing cash at beginning of year2022-12-31$30,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,863,553
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,704,694
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,568,247
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,452,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,287,353
Value of interest in common/collective trusts at end of year2022-12-31$207,173
Value of interest in common/collective trusts at beginning of year2022-12-31$211,091
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,724,840
Net gain/loss from 103.12 investment entities2022-12-31$3,428
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$221,967
Employer contributions (assets) at end of year2022-12-31$15,651
Employer contributions (assets) at beginning of year2022-12-31$18,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$930,689
Contract administrator fees2022-12-31$54,113
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,425
Total income from all sources (including contributions)2021-12-31$2,377,192
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,043,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,966,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$852,201
Value of total assets at end of year2021-12-31$9,568,547
Value of total assets at beginning of year2021-12-31$9,248,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$76,740
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$488,256
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$488,256
Administrative expenses professional fees incurred2021-12-31$10,189
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$447,647
Participant contributions at end of year2021-12-31$21,671
Participant contributions at beginning of year2021-12-31$24,748
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$151,638
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$32
Liabilities. Value of operating payables at end of year2021-12-31$300
Liabilities. Value of operating payables at beginning of year2021-12-31$13,425
Total non interest bearing cash at end of year2021-12-31$30,225
Total non interest bearing cash at beginning of year2021-12-31$10,815
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$333,670
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,568,247
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,234,577
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,287,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,949,686
Value of interest in common/collective trusts at end of year2021-12-31$211,091
Value of interest in common/collective trusts at beginning of year2021-12-31$242,791
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,028,433
Net investment gain or loss from common/collective trusts2021-12-31$3,530
Net gain/loss from 103.12 investment entities2021-12-31$8,302
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$252,916
Employer contributions (assets) at end of year2021-12-31$18,207
Employer contributions (assets) at beginning of year2021-12-31$19,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,966,782
Contract administrator fees2021-12-31$61,519
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$13,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,803
Total income from all sources (including contributions)2020-12-31$2,015,478
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$760,404
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$684,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$780,273
Value of total assets at end of year2020-12-31$9,248,002
Value of total assets at beginning of year2020-12-31$7,985,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,655
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$301,973
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$301,973
Administrative expenses professional fees incurred2020-12-31$11,375
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$461,500
Participant contributions at end of year2020-12-31$24,748
Participant contributions at beginning of year2020-12-31$18,390
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,319
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$6,472
Liabilities. Value of operating payables at end of year2020-12-31$13,425
Liabilities. Value of operating payables at beginning of year2020-12-31$5,803
Total non interest bearing cash at end of year2020-12-31$10,815
Total non interest bearing cash at beginning of year2020-12-31$9,263
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$1,255,074
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,234,577
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,979,503
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$4,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,949,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,687,045
Value of interest in common/collective trusts at end of year2020-12-31$242,791
Value of interest in common/collective trusts at beginning of year2020-12-31$247,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$928,860
Net investment gain or loss from common/collective trusts2020-12-31$4,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$312,454
Employer contributions (assets) at end of year2020-12-31$19,962
Employer contributions (assets) at beginning of year2020-12-31$22,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$684,749
Contract administrator fees2020-12-31$53,188
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$5,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$757
Total income from all sources (including contributions)2019-12-31$2,522,559
Total income from all sources (including contributions)2019-12-31$2,522,559
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,407,107
Total of all expenses incurred2019-12-31$1,407,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,330,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,330,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,020,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,020,329
Value of total assets at end of year2019-12-31$7,985,306
Value of total assets at beginning of year2019-12-31$6,864,808
Value of total assets at beginning of year2019-12-31$6,864,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,262
Total interest from all sources2019-12-31$5
Total interest from all sources2019-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$257,503
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$257,503
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$257,503
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$257,503
Administrative expenses professional fees incurred2019-12-31$12,507
Administrative expenses professional fees incurred2019-12-31$12,507
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$486,137
Contributions received from participants2019-12-31$486,137
Participant contributions at end of year2019-12-31$18,390
Participant contributions at end of year2019-12-31$18,390
Participant contributions at beginning of year2019-12-31$15,946
Participant contributions at beginning of year2019-12-31$15,946
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$203,760
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$203,760
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$467
Administrative expenses (other) incurred2019-12-31$7,086
Administrative expenses (other) incurred2019-12-31$7,086
Liabilities. Value of operating payables at end of year2019-12-31$5,803
Liabilities. Value of operating payables at end of year2019-12-31$5,803
Liabilities. Value of operating payables at beginning of year2019-12-31$757
Liabilities. Value of operating payables at beginning of year2019-12-31$757
Total non interest bearing cash at end of year2019-12-31$9,263
Total non interest bearing cash at end of year2019-12-31$9,263
Total non interest bearing cash at beginning of year2019-12-31$5,992
Total non interest bearing cash at beginning of year2019-12-31$5,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,115,452
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,979,503
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,979,503
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,864,051
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,864,051
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$5,000
Investment advisory and management fees2019-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,687,045
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,496,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,496,220
Interest on participant loans2019-12-31$5
Interest on participant loans2019-12-31$5
Value of interest in common/collective trusts at end of year2019-12-31$247,912
Value of interest in common/collective trusts at end of year2019-12-31$247,912
Value of interest in common/collective trusts at beginning of year2019-12-31$326,041
Value of interest in common/collective trusts at beginning of year2019-12-31$326,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,239,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,239,096
Net investment gain or loss from common/collective trusts2019-12-31$5,626
Net investment gain or loss from common/collective trusts2019-12-31$5,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$330,432
Contributions received in cash from employer2019-12-31$330,432
Employer contributions (assets) at end of year2019-12-31$22,696
Employer contributions (assets) at end of year2019-12-31$22,696
Employer contributions (assets) at beginning of year2019-12-31$20,142
Employer contributions (assets) at beginning of year2019-12-31$20,142
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,330,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,330,845
Contract administrator fees2019-12-31$51,669
Contract administrator fees2019-12-31$51,669
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
Accountancy firm EIN2019-12-31410746749
2018 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$667
Total income from all sources (including contributions)2018-12-31$428,575
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$603,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$526,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$757,321
Value of total assets at end of year2018-12-31$6,864,808
Value of total assets at beginning of year2018-12-31$7,039,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$76,316
Total interest from all sources2018-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$387,692
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$387,692
Administrative expenses professional fees incurred2018-12-31$12,046
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$435,958
Participant contributions at end of year2018-12-31$15,946
Participant contributions at beginning of year2018-12-31$13,232
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,088
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$220
Administrative expenses (other) incurred2018-12-31$10,726
Liabilities. Value of operating payables at end of year2018-12-31$757
Liabilities. Value of operating payables at beginning of year2018-12-31$667
Total non interest bearing cash at end of year2018-12-31$5,992
Total non interest bearing cash at beginning of year2018-12-31$33,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-174,715
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,864,051
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,038,766
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,496,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,733,710
Interest earned on other investments2018-12-31$2
Value of interest in common/collective trusts at end of year2018-12-31$326,041
Value of interest in common/collective trusts at beginning of year2018-12-31$240,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-720,951
Net investment gain or loss from common/collective trusts2018-12-31$4,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$260,275
Employer contributions (assets) at end of year2018-12-31$20,142
Employer contributions (assets) at beginning of year2018-12-31$18,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$526,974
Contract administrator fees2018-12-31$48,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,986
Total income from all sources (including contributions)2017-12-31$1,776,949
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$499,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$426,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$664,330
Value of total assets at end of year2017-12-31$7,039,433
Value of total assets at beginning of year2017-12-31$5,763,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,216
Total interest from all sources2017-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$304,105
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$304,105
Administrative expenses professional fees incurred2017-12-31$13,690
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$365,360
Participant contributions at end of year2017-12-31$13,232
Participant contributions at beginning of year2017-12-31$7,061
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$220
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$178
Administrative expenses (other) incurred2017-12-31$7,911
Liabilities. Value of operating payables at end of year2017-12-31$667
Liabilities. Value of operating payables at beginning of year2017-12-31$2,986
Total non interest bearing cash at end of year2017-12-31$33,104
Total non interest bearing cash at beginning of year2017-12-31$2,733
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,277,883
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,038,766
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,760,883
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,733,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,509,157
Interest earned on other investments2017-12-31$8
Value of interest in common/collective trusts at end of year2017-12-31$240,456
Value of interest in common/collective trusts at beginning of year2017-12-31$219,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$805,294
Net investment gain or loss from common/collective trusts2017-12-31$3,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$283,970
Employer contributions (assets) at end of year2017-12-31$18,711
Employer contributions (assets) at beginning of year2017-12-31$25,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$426,850
Contract administrator fees2017-12-31$45,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$2,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,181,179
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$531,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$466,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$751,278
Value of total assets at end of year2016-12-31$5,763,869
Value of total assets at beginning of year2016-12-31$5,111,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,487
Total interest from all sources2016-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$180,054
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$180,054
Administrative expenses professional fees incurred2016-12-31$9,400
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$394,633
Participant contributions at end of year2016-12-31$7,061
Participant contributions at beginning of year2016-12-31$18,378
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$178
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$152
Administrative expenses (other) incurred2016-12-31$9,358
Liabilities. Value of operating payables at end of year2016-12-31$2,986
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$2,733
Total non interest bearing cash at beginning of year2016-12-31$26,370
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$649,820
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,760,883
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,111,063
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,509,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,844,692
Interest earned on other investments2016-12-31$2
Value of interest in common/collective trusts at end of year2016-12-31$219,572
Value of interest in common/collective trusts at beginning of year2016-12-31$202,099
Net investment gain or loss from common/collective trusts2016-12-31$2,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$316,155
Employer contributions (assets) at end of year2016-12-31$25,168
Employer contributions (assets) at beginning of year2016-12-31$19,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$466,872
Contract administrator fees2016-12-31$40,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$0
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 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$700,249
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$909,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$841,929
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$647,409
Value of total assets at end of year2015-12-31$5,111,063
Value of total assets at beginning of year2015-12-31$5,320,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,661
Total interest from all sources2015-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$216,691
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$216,691
Administrative expenses professional fees incurred2015-12-31$17,669
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$365,018
Participant contributions at end of year2015-12-31$18,378
Participant contributions at beginning of year2015-12-31$6,293
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$47
Administrative expenses (other) incurred2015-12-31$6,430
Total non interest bearing cash at end of year2015-12-31$26,370
Total non interest bearing cash at beginning of year2015-12-31$12,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-209,341
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,111,063
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,320,404
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,844,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,081,091
Interest earned on other investments2015-12-31$7
Value of interest in common/collective trusts at end of year2015-12-31$202,099
Value of interest in common/collective trusts at beginning of year2015-12-31$203,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-166,177
Net investment gain or loss from common/collective trusts2015-12-31$2,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$237,872
Employer contributions (assets) at end of year2015-12-31$19,372
Employer contributions (assets) at beginning of year2015-12-31$16,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$841,929
Contract administrator fees2015-12-31$38,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$915,001
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$616,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$549,680
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$520,401
Value of total assets at end of year2014-12-31$5,320,404
Value of total assets at beginning of year2014-12-31$5,021,889
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$66,806
Total interest from all sources2014-12-31$3
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$337,122
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$337,122
Administrative expenses professional fees incurred2014-12-31$14,116
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$303,764
Participant contributions at end of year2014-12-31$6,293
Participant contributions at beginning of year2014-12-31$6,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$47
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$347
Administrative expenses (other) incurred2014-12-31$9,455
Total non interest bearing cash at end of year2014-12-31$12,858
Total non interest bearing cash at beginning of year2014-12-31$286
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$298,515
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,320,404
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,021,889
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,081,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,817,228
Interest earned on other investments2014-12-31$3
Value of interest in common/collective trusts at end of year2014-12-31$203,783
Value of interest in common/collective trusts at beginning of year2014-12-31$182,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$55,587
Net investment gain or loss from common/collective trusts2014-12-31$1,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$216,637
Employer contributions (assets) at end of year2014-12-31$16,332
Employer contributions (assets) at beginning of year2014-12-31$15,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$549,680
Contract administrator fees2014-12-31$38,235
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,509,474
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$572,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$517,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$503,859
Value of total assets at end of year2013-12-31$5,021,889
Value of total assets at beginning of year2013-12-31$4,084,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$54,754
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$187,178
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$187,178
Administrative expenses professional fees incurred2013-12-31$10,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$287,089
Participant contributions at end of year2013-12-31$6,265
Participant contributions at beginning of year2013-12-31$17,434
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$556
Administrative expenses (other) incurred2013-12-31$5,243
Total non interest bearing cash at end of year2013-12-31$286
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$937,452
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,021,889
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,084,437
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,817,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,878,501
Value of interest in common/collective trusts at end of year2013-12-31$182,004
Value of interest in common/collective trusts at beginning of year2013-12-31$169,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$821,197
Net investment gain or loss from common/collective trusts2013-12-31$-2,760
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$216,770
Employer contributions (assets) at end of year2013-12-31$15,759
Employer contributions (assets) at beginning of year2013-12-31$17,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$517,268
Contract administrator fees2013-12-31$33,661
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,030,083
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$387,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$332,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$563,847
Value of total assets at end of year2012-12-31$4,084,437
Value of total assets at beginning of year2012-12-31$3,441,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$54,415
Total interest from all sources2012-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$82,111
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$82,111
Administrative expenses professional fees incurred2012-12-31$10,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$301,899
Participant contributions at end of year2012-12-31$17,434
Participant contributions at beginning of year2012-12-31$16,834
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$556
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$627
Administrative expenses (other) incurred2012-12-31$5,169
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$642,791
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,084,437
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,441,646
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,878,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,122,189
Interest earned on other investments2012-12-31$1
Value of interest in common/collective trusts at end of year2012-12-31$169,625
Value of interest in common/collective trusts at beginning of year2012-12-31$271,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$383,344
Net investment gain or loss from common/collective trusts2012-12-31$780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$261,948
Employer contributions (assets) at end of year2012-12-31$17,888
Employer contributions (assets) at beginning of year2012-12-31$30,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$332,877
Contract administrator fees2012-12-31$33,496
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : WESTERN STATES IRONWORKERS SHOPMENS 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$582,319
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$256,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$208,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$647,668
Value of total assets at end of year2011-12-31$3,441,646
Value of total assets at beginning of year2011-12-31$3,116,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$47,769
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$77,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$77,484
Administrative expenses professional fees incurred2011-12-31$10,100
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$313,943
Participant contributions at end of year2011-12-31$16,834
Participant contributions at beginning of year2011-12-31$9,113
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$627
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,685
Administrative expenses (other) incurred2011-12-31$3,930
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$325,570
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,441,646
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,116,076
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$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,122,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,892,267
Interest earned on other investments2011-12-31$1
Value of interest in common/collective trusts at end of year2011-12-31$271,232
Value of interest in common/collective trusts at beginning of year2011-12-31$183,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-153,778
Net investment gain or loss from common/collective trusts2011-12-31$10,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$333,725
Employer contributions (assets) at end of year2011-12-31$30,449
Employer contributions (assets) at beginning of year2011-12-31$28,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$208,980
Contract administrator fees2011-12-31$28,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,105
Total income from all sources (including contributions)2010-12-31$1,001,387
Total of all expenses incurred2010-12-31$188,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$143,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$653,532
Value of total assets at end of year2010-12-31$3,116,076
Value of total assets at beginning of year2010-12-31$2,304,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$45,186
Total interest from all sources2010-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,719
Administrative expenses professional fees incurred2010-12-31$11,284
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$317,878
Participant contributions at end of year2010-12-31$9,113
Participant contributions at beginning of year2010-12-31$12,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,685
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$305
Administrative expenses (other) incurred2010-12-31$4,347
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$1,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$812,635
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,116,076
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,303,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$5,150
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,892,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,259,506
Value of interest in common/collective trusts at end of year2010-12-31$183,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,465
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$309,013
Net investment gain or loss from common/collective trusts2010-12-31$4,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$335,654
Employer contributions (assets) at end of year2010-12-31$28,863
Employer contributions (assets) at beginning of year2010-12-31$24,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$143,566
Contract administrator fees2010-12-31$24,405
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LOCKITCH, CLEMENTS & RICE, P.S.
Accountancy firm EIN2010-12-31910903661
2009 : WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN

2023: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K 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: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WESTERN STATES IRONWORKERS SHOPMENS 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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