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TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN
Plan identification number 001

TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES, TEAMSTERS LOCAL UNION NO 572 RETIREMENT BENEFIT PLA has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, TEAMSTERS LOCAL UNION NO 572 RETIREMENT BENEFIT PLA
Employer identification number (EIN):956983367
NAIC Classification:485410
NAIC Description:School and Employee Bus Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01LOURDES GARCIA2024-04-04 LOURDES GARCIA2024-04-04
0012021-07-01RICK MIDDLETON2023-04-06 RICK MIDDLETON2023-04-06
0012020-07-01RICK MIDDLETON2022-03-10 RICK MIDDLETON2022-03-10
0012019-07-01RICK MIDDLETON2021-04-02 RICK MIDDLETON2021-04-02
0012018-07-01RICK MIDDLETON2020-01-21 RICK MIDDLETON2020-01-21
0012017-07-01
0012016-07-01
0012015-07-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2017-04-14
0012014-07-01MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP2016-04-13
0012013-07-01BURTON BABAKANI BURTON BABAKANI2015-04-08
0012012-07-01GEORGE DELYANNIS
0012011-07-01GEORGE DELYANNIS
0012010-07-01GEORGE DELYANNIS
0012009-07-01GEORGE DELYANNIS

Plan Statistics for TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN

Measure Date Value
2022: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-017,631
Total number of active participants reported on line 7a of the Form 55002022-07-011,568
Number of retired or separated participants receiving benefits2022-07-0183
Number of other retired or separated participants entitled to future benefits2022-07-016,326
Total of all active and inactive participants2022-07-017,977
Total participants2022-07-017,977
Number of participants with account balances2022-07-017,894
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0148
Number of employers contributing to the scheme2022-07-016
2021: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-018,647
Total number of active participants reported on line 7a of the Form 55002021-07-011,285
Number of other retired or separated participants entitled to future benefits2021-07-016,346
Total of all active and inactive participants2021-07-017,631
Total participants2021-07-017,631
Number of participants with account balances2021-07-017,631
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0133
Number of employers contributing to the scheme2021-07-015
2020: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-019,021
Total number of active participants reported on line 7a of the Form 55002020-07-011,065
Number of other retired or separated participants entitled to future benefits2020-07-016,517
Total of all active and inactive participants2020-07-017,582
Total participants2020-07-017,582
Number of participants with account balances2020-07-017,582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0150
Number of employers contributing to the scheme2020-07-015
2019: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-019,363
Total number of active participants reported on line 7a of the Form 55002019-07-01887
Number of other retired or separated participants entitled to future benefits2019-07-017,247
Total of all active and inactive participants2019-07-018,134
Total participants2019-07-018,134
Number of participants with account balances2019-07-018,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0157
Number of employers contributing to the scheme2019-07-015
2018: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-019,189
Total number of active participants reported on line 7a of the Form 55002018-07-011,516
Number of other retired or separated participants entitled to future benefits2018-07-017,123
Total of all active and inactive participants2018-07-018,639
Total participants2018-07-018,639
Number of participants with account balances2018-07-018,639
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0174
Number of employers contributing to the scheme2018-07-015
2017: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0110,555
Total number of active participants reported on line 7a of the Form 55002017-07-011,534
Number of other retired or separated participants entitled to future benefits2017-07-017,655
Total of all active and inactive participants2017-07-019,189
Total participants2017-07-019,189
Number of participants with account balances2017-07-019,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-01118
Number of employers contributing to the scheme2017-07-016
2016: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0110,605
Total number of active participants reported on line 7a of the Form 55002016-07-011,542
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-019,013
Total of all active and inactive participants2016-07-0110,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-0110,555
Number of participants with account balances2016-07-0110,555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-012,153
Number of employers contributing to the scheme2016-07-015
2015: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0110,274
Total number of active participants reported on line 7a of the Form 55002015-07-011,183
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-019,422
Total of all active and inactive participants2015-07-0110,605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-010
Total participants2015-07-0110,605
Number of participants with account balances2015-07-0110,605
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-01160
Number of employers contributing to the scheme2015-07-016
2014: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-019,084
Total number of active participants reported on line 7a of the Form 55002014-07-011,534
Number of retired or separated participants receiving benefits2014-07-018,599
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0110,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-01141
Total participants2014-07-0110,274
Number of participants with account balances2014-07-0110,274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-018,599
Number of employers contributing to the scheme2014-07-016
2013: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-018,884
Total number of active participants reported on line 7a of the Form 55002013-07-011,331
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-017,582
Total of all active and inactive participants2013-07-018,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-01171
Total participants2013-07-019,084
Number of participants with account balances2013-07-019,084
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-01102
Number of employers contributing to the scheme2013-07-015
2012: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0111,677
Total number of active participants reported on line 7a of the Form 55002012-07-011,265
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-017,475
Total of all active and inactive participants2012-07-018,740
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-01144
Total participants2012-07-018,884
Number of participants with account balances2012-07-018,884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0184
Number of employers contributing to the scheme2012-07-015
2011: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,396
Total number of active participants reported on line 7a of the Form 55002011-07-011,447
Number of other retired or separated participants entitled to future benefits2011-07-0110,230
Total of all active and inactive participants2011-07-0111,677
Total participants2011-07-0111,677
Number of participants with account balances2011-07-0111,677
Number of employers contributing to the scheme2011-07-015
2010: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-018,449
Total number of active participants reported on line 7a of the Form 55002010-07-011,396
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-011,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,396
Number of participants with account balances2010-07-011,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
Number of employers contributing to the scheme2010-07-015
2009: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-018,624
Total number of active participants reported on line 7a of the Form 55002009-07-018,449
Total of all active and inactive participants2009-07-018,449
Total participants2009-07-018,449
Number of participants with account balances2009-07-018,449
Number of employers contributing to the scheme2009-07-015

Financial Data on TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN

Measure Date Value
2023 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-06-30$-11,183
Total unrealized appreciation/depreciation of assets2023-06-30$-11,183
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$18,697
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$10,476
Total income from all sources (including contributions)2023-06-30$248,387
Total of all expenses incurred2023-06-30$224,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$138,660
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$221,076
Value of total assets at end of year2023-06-30$4,261,090
Value of total assets at beginning of year2023-06-30$4,228,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$85,641
Total interest from all sources2023-06-30$38,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Administrative expenses professional fees incurred2023-06-30$28,153
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-06-30$11,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-06-30$10,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-06-30$13,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-06-30$7,520
Administrative expenses (other) incurred2023-06-30$19,801
Liabilities. Value of operating payables at end of year2023-06-30$5,219
Liabilities. Value of operating payables at beginning of year2023-06-30$2,956
Total non interest bearing cash at end of year2023-06-30$91,169
Total non interest bearing cash at beginning of year2023-06-30$87,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$24,086
Value of net assets at end of year (total assets less liabilities)2023-06-30$4,242,393
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$4,218,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Investment advisory and management fees2023-06-30$10,234
Income. Interest from US Government securities2023-06-30$20,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-06-30$1,573,518
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$1,923,548
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$1,923,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-06-30$18,095
Asset value of US Government securities at end of year2023-06-30$2,561,000
Asset value of US Government securities at beginning of year2023-06-30$2,185,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$221,076
Employer contributions (assets) at end of year2023-06-30$23,774
Employer contributions (assets) at beginning of year2023-06-30$21,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$138,660
Contract administrator fees2023-06-30$27,453
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-06-30No
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2023-06-30542189926
2022 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$-214,418
Total unrealized appreciation/depreciation of assets2022-06-30$-214,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$10,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$11,703
Total income from all sources (including contributions)2022-06-30$-8,754
Total of all expenses incurred2022-06-30$203,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$115,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$164,058
Value of total assets at end of year2022-06-30$4,228,783
Value of total assets at beginning of year2022-06-30$4,442,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$87,558
Total interest from all sources2022-06-30$41,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$34,041
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$10,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$10,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$7,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$9,582
Administrative expenses (other) incurred2022-06-30$18,911
Liabilities. Value of operating payables at end of year2022-06-30$2,956
Liabilities. Value of operating payables at beginning of year2022-06-30$2,121
Total non interest bearing cash at end of year2022-06-30$87,764
Total non interest bearing cash at beginning of year2022-06-30$136,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-212,140
Value of net assets at end of year (total assets less liabilities)2022-06-30$4,218,307
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$4,430,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$10,681
Income. Interest from US Government securities2022-06-30$13,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$1,923,548
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$2,565,748
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$2,565,748
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-06-30$27,950
Asset value of US Government securities at end of year2022-06-30$2,185,049
Asset value of US Government securities at beginning of year2022-06-30$1,714,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$164,058
Employer contributions (assets) at end of year2022-06-30$21,695
Employer contributions (assets) at beginning of year2022-06-30$14,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$115,828
Contract administrator fees2022-06-30$23,925
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-06-30No
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2022-06-30542189926
2021 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$-39,966
Total unrealized appreciation/depreciation of assets2021-06-30$-39,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$11,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$5,969
Total income from all sources (including contributions)2021-06-30$70,291
Total loss/gain on sale of assets2021-06-30$300
Total of all expenses incurred2021-06-30$217,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$147,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$60,221
Value of total assets at end of year2021-06-30$4,442,150
Value of total assets at beginning of year2021-06-30$4,583,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$69,471
Total interest from all sources2021-06-30$49,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$28,768
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Funding deficiency by the employer to the plan for this plan year2021-06-30$0
Minimum employer required contribution for this plan year2021-06-30$60,221
Amount contributed by the employer to the plan for this plan year2021-06-30$60,221
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$10,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$14,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$9,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$2,751
Administrative expenses (other) incurred2021-06-30$17,434
Liabilities. Value of operating payables at end of year2021-06-30$2,121
Liabilities. Value of operating payables at beginning of year2021-06-30$3,218
Total non interest bearing cash at end of year2021-06-30$136,935
Total non interest bearing cash at beginning of year2021-06-30$381,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$-146,828
Value of net assets at end of year (total assets less liabilities)2021-06-30$4,430,447
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$4,577,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$10,967
Income. Interest from US Government securities2021-06-30$3,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$2,565,748
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$3,577,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$3,577,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$45,826
Asset value of US Government securities at end of year2021-06-30$1,714,659
Asset value of US Government securities at beginning of year2021-06-30$589,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$60,221
Employer contributions (assets) at end of year2021-06-30$14,404
Employer contributions (assets) at beginning of year2021-06-30$20,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$147,648
Contract administrator fees2021-06-30$12,302
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-06-30No
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Aggregate proceeds on sale of assets2021-06-30$150,000
Aggregate carrying amount (costs) on sale of assets2021-06-30$149,700
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2021-06-30542189926
2020 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$55,040
Total unrealized appreciation/depreciation of assets2020-06-30$55,040
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$5,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$7,580
Total income from all sources (including contributions)2020-06-30$366,593
Total loss/gain on sale of assets2020-06-30$1,795
Total of all expenses incurred2020-06-30$316,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$169,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$197,223
Value of total assets at end of year2020-06-30$4,583,244
Value of total assets at beginning of year2020-06-30$4,534,298
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$146,662
Total interest from all sources2020-06-30$67,535
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$54,789
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$14,124
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$11,423
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$2,751
Other income not declared elsewhere2020-06-30$45,000
Administrative expenses (other) incurred2020-06-30$40,964
Liabilities. Value of operating payables at end of year2020-06-30$3,218
Liabilities. Value of operating payables at beginning of year2020-06-30$7,580
Total non interest bearing cash at end of year2020-06-30$381,924
Total non interest bearing cash at beginning of year2020-06-30$459,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$50,557
Value of net assets at end of year (total assets less liabilities)2020-06-30$4,577,275
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$4,526,718
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$10,277
Income. Interest from US Government securities2020-06-30$14,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$3,577,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$2,793,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$2,793,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$53,135
Asset value of US Government securities at end of year2020-06-30$589,694
Asset value of US Government securities at beginning of year2020-06-30$1,251,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$197,223
Employer contributions (assets) at end of year2020-06-30$20,424
Employer contributions (assets) at beginning of year2020-06-30$17,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$169,374
Contract administrator fees2020-06-30$40,632
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-06-30No
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Aggregate proceeds on sale of assets2020-06-30$560,000
Aggregate carrying amount (costs) on sale of assets2020-06-30$558,205
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2020-06-30542189926
2019 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$77,636
Total unrealized appreciation/depreciation of assets2019-06-30$77,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$46,905
Total income from all sources (including contributions)2019-06-30$593,194
Total of all expenses incurred2019-06-30$406,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$266,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$258,908
Value of total assets at end of year2019-06-30$4,534,298
Value of total assets at beginning of year2019-06-30$4,386,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$139,821
Total interest from all sources2019-06-30$68,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$73,532
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Funding deficiency by the employer to the plan for this plan year2019-06-30$0
Minimum employer required contribution for this plan year2019-06-30$258,908
Amount contributed by the employer to the plan for this plan year2019-06-30$258,908
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$11,423
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$8,348
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$34,661
Other income not declared elsewhere2019-06-30$188,000
Administrative expenses (other) incurred2019-06-30$17,117
Liabilities. Value of operating payables at end of year2019-06-30$7,580
Liabilities. Value of operating payables at beginning of year2019-06-30$12,244
Total non interest bearing cash at end of year2019-06-30$459,849
Total non interest bearing cash at beginning of year2019-06-30$458,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$187,076
Value of net assets at end of year (total assets less liabilities)2019-06-30$4,526,718
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$4,339,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$9,882
Income. Interest from US Government securities2019-06-30$18,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$2,793,432
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$2,674,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$2,674,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$50,173
Asset value of US Government securities at end of year2019-06-30$1,251,964
Asset value of US Government securities at beginning of year2019-06-30$1,225,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$258,908
Employer contributions (assets) at end of year2019-06-30$17,630
Employer contributions (assets) at beginning of year2019-06-30$19,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$266,297
Contract administrator fees2019-06-30$39,290
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-06-30No
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2019-06-30542189926
2018 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$-69,260
Total unrealized appreciation/depreciation of assets2018-06-30$-69,260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$46,905
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$538,167
Total income from all sources (including contributions)2018-06-30$226,522
Total loss/gain on sale of assets2018-06-30$1,572
Total of all expenses incurred2018-06-30$392,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$195,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$232,106
Value of total assets at end of year2018-06-30$4,386,547
Value of total assets at beginning of year2018-06-30$5,043,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$196,244
Total interest from all sources2018-06-30$62,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$82,977
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Funding deficiency by the employer to the plan for this plan year2018-06-30$0
Minimum employer required contribution for this plan year2018-06-30$232,106
Amount contributed by the employer to the plan for this plan year2018-06-30$232,106
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$8,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$12,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$34,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$528,827
Administrative expenses (other) incurred2018-06-30$19,285
Liabilities. Value of operating payables at end of year2018-06-30$12,244
Liabilities. Value of operating payables at beginning of year2018-06-30$9,340
Total non interest bearing cash at end of year2018-06-30$458,523
Total non interest bearing cash at beginning of year2018-06-30$548,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-165,516
Value of net assets at end of year (total assets less liabilities)2018-06-30$4,339,642
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$4,505,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$9,895
Income. Interest from US Government securities2018-06-30$18,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$2,674,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$2,914,735
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$2,914,735
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$43,627
Asset value of US Government securities at end of year2018-06-30$1,225,425
Asset value of US Government securities at beginning of year2018-06-30$1,238,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$232,106
Employer contributions (assets) at end of year2018-06-30$19,921
Employer contributions (assets) at beginning of year2018-06-30$329,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$195,794
Contract administrator fees2018-06-30$84,087
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-06-30No
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Aggregate proceeds on sale of assets2018-06-30$251,572
Aggregate carrying amount (costs) on sale of assets2018-06-30$250,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2018-06-30542189926
2017 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$-66,365
Total unrealized appreciation/depreciation of assets2017-06-30$-66,365
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$538,167
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$15,013
Total income from all sources (including contributions)2017-06-30$493,077
Total loss/gain on sale of assets2017-06-30$2,342
Total of all expenses incurred2017-06-30$313,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$211,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$492,748
Value of total assets at end of year2017-06-30$5,043,325
Value of total assets at beginning of year2017-06-30$4,340,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$101,857
Total interest from all sources2017-06-30$64,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$41,324
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$12,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$17,833
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$528,827
Administrative expenses (other) incurred2017-06-30$27,120
Liabilities. Value of operating payables at end of year2017-06-30$9,340
Liabilities. Value of operating payables at beginning of year2017-06-30$15,013
Total non interest bearing cash at end of year2017-06-30$548,796
Total non interest bearing cash at beginning of year2017-06-30$157,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$179,267
Value of net assets at end of year (total assets less liabilities)2017-06-30$4,505,158
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,325,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$10,396
Income. Interest from US Government securities2017-06-30$15,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$2,914,735
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$2,953,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$2,953,090
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$48,439
Asset value of US Government securities at end of year2017-06-30$1,238,029
Asset value of US Government securities at beginning of year2017-06-30$1,199,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$492,748
Employer contributions (assets) at end of year2017-06-30$329,112
Employer contributions (assets) at beginning of year2017-06-30$13,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$211,953
Contract administrator fees2017-06-30$23,017
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-06-30No
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$492,342
Aggregate carrying amount (costs) on sale of assets2017-06-30$490,000
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30HENNINGFIELD & ASSOCIATES, INC.
Accountancy firm EIN2017-06-30542189926
2016 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$53,911
Total unrealized appreciation/depreciation of assets2016-06-30$53,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$15,013
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$7,094
Total income from all sources (including contributions)2016-06-30$370,848
Total loss/gain on sale of assets2016-06-30$67,777
Total of all expenses incurred2016-06-30$189,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$76,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$172,889
Value of total assets at end of year2016-06-30$4,340,904
Value of total assets at beginning of year2016-06-30$4,152,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$113,649
Total interest from all sources2016-06-30$76,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$67,359
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Minimum employer required contribution for this plan year2016-06-30$172,889
Amount contributed by the employer to the plan for this plan year2016-06-30$172,889
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$15,531
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$22,849
Administrative expenses (other) incurred2016-06-30$15,110
Liabilities. Value of operating payables at end of year2016-06-30$15,013
Liabilities. Value of operating payables at beginning of year2016-06-30$7,094
Total non interest bearing cash at end of year2016-06-30$157,561
Total non interest bearing cash at beginning of year2016-06-30$161,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$180,951
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,325,891
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$4,144,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$9,988
Income. Interest from US Government securities2016-06-30$23,231
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$2,953,090
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,304,579
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,304,579
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$53,040
Asset value of US Government securities at end of year2016-06-30$1,199,165
Asset value of US Government securities at beginning of year2016-06-30$2,641,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$172,889
Employer contributions (assets) at end of year2016-06-30$13,255
Employer contributions (assets) at beginning of year2016-06-30$20,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$76,248
Contract administrator fees2016-06-30$21,192
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$2,302
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-06-30$0
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$2,767,907
Aggregate carrying amount (costs) on sale of assets2016-06-30$2,700,130
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2016-06-30952036255
2015 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$30,496
Total unrealized appreciation/depreciation of assets2015-06-30$30,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$7,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$7,920
Total income from all sources (including contributions)2015-06-30$294,486
Total loss/gain on sale of assets2015-06-30$5,819
Total of all expenses incurred2015-06-30$185,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$110,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$183,584
Value of total assets at end of year2015-06-30$4,152,034
Value of total assets at beginning of year2015-06-30$4,043,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$74,818
Total interest from all sources2015-06-30$74,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$32,471
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Minimum employer required contribution for this plan year2015-06-30$183,584
Amount contributed by the employer to the plan for this plan year2015-06-30$183,584
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$22,849
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$20,992
Administrative expenses (other) incurred2015-06-30$11,029
Liabilities. Value of operating payables at end of year2015-06-30$7,094
Liabilities. Value of operating payables at beginning of year2015-06-30$7,920
Total non interest bearing cash at end of year2015-06-30$161,961
Total non interest bearing cash at beginning of year2015-06-30$172,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$109,191
Value of net assets at end of year (total assets less liabilities)2015-06-30$4,144,940
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$4,035,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$9,800
Income. Interest from US Government securities2015-06-30$50,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,304,579
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,500,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,500,038
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$24,212
Asset value of US Government securities at end of year2015-06-30$2,641,740
Asset value of US Government securities at beginning of year2015-06-30$2,335,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$183,584
Employer contributions (assets) at end of year2015-06-30$20,905
Employer contributions (assets) at beginning of year2015-06-30$14,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$110,477
Contract administrator fees2015-06-30$21,518
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$1,501,455
Aggregate carrying amount (costs) on sale of assets2015-06-30$1,495,636
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2015-06-30952036255
2014 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$14,310
Total unrealized appreciation/depreciation of assets2014-06-30$14,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$7,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$6,568
Total income from all sources (including contributions)2014-06-30$264,487
Total loss/gain on sale of assets2014-06-30$-2,085
Total of all expenses incurred2014-06-30$218,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$118,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$185,730
Value of total assets at end of year2014-06-30$4,043,669
Value of total assets at beginning of year2014-06-30$3,996,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$99,961
Total interest from all sources2014-06-30$66,532
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$21,329
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Minimum employer required contribution for this plan year2014-06-30$185,730
Amount contributed by the employer to the plan for this plan year2014-06-30$185,730
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$20,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$18,346
Administrative expenses (other) incurred2014-06-30$30,116
Liabilities. Value of operating payables at end of year2014-06-30$7,920
Liabilities. Value of operating payables at beginning of year2014-06-30$6,568
Total non interest bearing cash at end of year2014-06-30$172,378
Total non interest bearing cash at beginning of year2014-06-30$107,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$46,178
Value of net assets at end of year (total assets less liabilities)2014-06-30$4,035,749
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$3,989,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$9,707
Income. Interest from US Government securities2014-06-30$47,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,500,038
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,536,321
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,536,321
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$18,733
Asset value of US Government securities at end of year2014-06-30$2,335,641
Asset value of US Government securities at beginning of year2014-06-30$2,320,591
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$185,730
Employer contributions (assets) at end of year2014-06-30$14,620
Employer contributions (assets) at beginning of year2014-06-30$13,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$118,348
Contract administrator fees2014-06-30$38,809
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Aggregate proceeds on sale of assets2014-06-30$490,000
Aggregate carrying amount (costs) on sale of assets2014-06-30$492,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2014-06-30952036255
2013 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-06-30$-110,436
Total unrealized appreciation/depreciation of assets2013-06-30$-110,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$6,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$3,102
Total income from all sources (including contributions)2013-06-30$129,107
Total loss/gain on sale of assets2013-06-30$-2,365
Total of all expenses incurred2013-06-30$207,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$114,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$179,674
Value of total assets at end of year2013-06-30$3,996,139
Value of total assets at beginning of year2013-06-30$4,070,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$92,817
Total interest from all sources2013-06-30$62,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$19,623
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
If this is an individual account plan, was there a blackout period2013-06-30No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-06-300
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Minimum employer required contribution for this plan year2013-06-30$179,674
Amount contributed by the employer to the plan for this plan year2013-06-30$179,674
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$18,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$14,066
Administrative expenses (other) incurred2013-06-30$21,320
Liabilities. Value of operating payables at end of year2013-06-30$6,568
Liabilities. Value of operating payables at beginning of year2013-06-30$3,102
Total non interest bearing cash at end of year2013-06-30$107,187
Total non interest bearing cash at beginning of year2013-06-30$128,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-78,082
Value of net assets at end of year (total assets less liabilities)2013-06-30$3,989,571
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$4,067,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$9,874
Income. Interest from US Government securities2013-06-30$34,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,536,321
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$3,495,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$3,495,158
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$27,659
Asset value of US Government securities at end of year2013-06-30$2,320,591
Asset value of US Government securities at beginning of year2013-06-30$417,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$179,674
Employer contributions (assets) at end of year2013-06-30$13,694
Employer contributions (assets) at beginning of year2013-06-30$15,527
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$114,372
Contract administrator fees2013-06-30$42,000
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Aggregate proceeds on sale of assets2013-06-30$2,132,046
Aggregate carrying amount (costs) on sale of assets2013-06-30$2,134,411
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2013-06-30952036255
2012 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-06-30$7,529
Total unrealized appreciation/depreciation of assets2012-06-30$7,529
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$3,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$21,543
Total income from all sources (including contributions)2012-06-30$224,534
Total loss/gain on sale of assets2012-06-30$1,500
Total of all expenses incurred2012-06-30$181,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$97,222
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$182,460
Value of total assets at end of year2012-06-30$4,070,755
Value of total assets at beginning of year2012-06-30$4,046,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$84,527
Total interest from all sources2012-06-30$33,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$22,973
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$200,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$182,460
Amount contributed by the employer to the plan for this plan year2012-06-30$182,460
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$14,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$8,131
Administrative expenses (other) incurred2012-06-30$9,791
Liabilities. Value of operating payables at end of year2012-06-30$3,102
Liabilities. Value of operating payables at beginning of year2012-06-30$21,543
Total non interest bearing cash at end of year2012-06-30$128,015
Total non interest bearing cash at beginning of year2012-06-30$113,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$42,785
Value of net assets at end of year (total assets less liabilities)2012-06-30$4,067,653
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$4,024,868
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$9,763
Income. Interest from US Government securities2012-06-30$9,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$3,495,158
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,977,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,977,058
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$23,474
Asset value of US Government securities at end of year2012-06-30$417,989
Asset value of US Government securities at beginning of year2012-06-30$1,899,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$182,460
Employer contributions (assets) at end of year2012-06-30$15,527
Employer contributions (assets) at beginning of year2012-06-30$47,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$97,222
Contract administrator fees2012-06-30$42,000
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Aggregate proceeds on sale of assets2012-06-30$3,843,701
Aggregate carrying amount (costs) on sale of assets2012-06-30$3,842,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30MILLER KAPLAN ARASE LLP
Accountancy firm EIN2012-06-30952036255
2011 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$-8,647
Total unrealized appreciation/depreciation of assets2011-06-30$-8,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$21,543
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,930
Total income from all sources (including contributions)2011-06-30$249,518
Total loss/gain on sale of assets2011-06-30$-38,152
Total of all expenses incurred2011-06-30$426,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$310,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$230,548
Value of total assets at end of year2011-06-30$4,046,411
Value of total assets at beginning of year2011-06-30$4,203,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$115,971
Total interest from all sources2011-06-30$65,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$56,964
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$200,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$230,548
Amount contributed by the employer to the plan for this plan year2011-06-30$230,548
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$8,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$16,850
Administrative expenses (other) incurred2011-06-30$7,151
Liabilities. Value of operating payables at end of year2011-06-30$21,543
Liabilities. Value of operating payables at beginning of year2011-06-30$1,930
Total non interest bearing cash at end of year2011-06-30$113,538
Total non interest bearing cash at beginning of year2011-06-30$209,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-177,146
Value of net assets at end of year (total assets less liabilities)2011-06-30$4,024,868
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$4,202,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$9,856
Income. Interest from US Government securities2011-06-30$64,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,977,058
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$310,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$310,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,061
Asset value of US Government securities at end of year2011-06-30$1,899,936
Asset value of US Government securities at beginning of year2011-06-30$3,638,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$230,548
Employer contributions (assets) at end of year2011-06-30$47,748
Employer contributions (assets) at beginning of year2011-06-30$27,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$310,693
Contract administrator fees2011-06-30$42,000
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$6,100,000
Aggregate carrying amount (costs) on sale of assets2011-06-30$6,138,152
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2011-06-30952036255
2010 : TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$295,898
Amount contributed by the employer to the plan for this plan year2010-06-30$295,898

Form 5500 Responses for TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN

2022: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2022 form 5500 responses
2022-07-01Type of plan entityMulti-employer plan
2022-07-01Plan is a collectively bargained planYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entityMulti-employer plan
2021-07-01Plan is a collectively bargained planYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entityMulti-employer plan
2020-07-01Plan is a collectively bargained planYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entityMulti-employer plan
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entityMulti-employer plan
2018-07-01Plan is a collectively bargained planYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL UNION NO. 572 RETIREMENT BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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