UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND
401k plan membership statisitcs for UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND
Measure | Date | Value |
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2011 : UNITED ASSOCIATION OF PLUMBERS & STEAMFITTERS LOCAL 403 WELFARE FUND 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-03-31 | $21,252 |
Total of all expenses incurred | 2011-03-31 | $10,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $10,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $21,249 |
Value of total assets at end of year | 2011-03-31 | $63,941 |
Value of total assets at beginning of year | 2011-03-31 | $52,689 |
Total interest from all sources | 2011-03-31 | $3 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $50,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $21,249 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $61,189 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $51,785 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $11,252 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $63,941 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $52,689 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-03-31 | $2,752 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-03-31 | $904 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-03-31 | $904 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-03-31 | $3 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $10,000 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-03-31 | No |
Did the plan have assets held for investment | 2011-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Unqualified |
Accountancy firm name | 2011-03-31 | BERNARD KOTKIN AND COMPANY LLP |
Accountancy firm EIN | 2011-03-31 | 952556670 |
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