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PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 401k Plan overview

Plan NamePROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW
Plan identification number 003

PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD DIRECTORS OF PROFIT SHARING & has sponsored the creation of one or more 401k plans.

Company Name:BOARD DIRECTORS OF PROFIT SHARING &
Employer identification number (EIN):010439781
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-04-01
0032016-04-01
0032015-04-01
0032014-04-01
0032013-04-01
0032012-04-01RICHARD DEERINGTHOMAS DRISCOLL
0032011-04-01RICHARD DEERINGTHOMAS DRISCOLL
0032009-04-01RICHARD DEERINGTHOMAS DRISCOLL

Plan Statistics for PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW

401k plan membership statisitcs for PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW

Measure Date Value
2017: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2017 401k membership
Total participants, beginning-of-year2017-04-01235
Total number of active participants reported on line 7a of the Form 55002017-04-010
Total of all active and inactive participants2017-04-010
Total participants2017-04-010
Number of participants with account balances2017-04-010
Number of employers contributing to the scheme2017-04-0142
2016: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2016 401k membership
Total participants, beginning-of-year2016-04-01347
Total number of active participants reported on line 7a of the Form 55002016-04-01235
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-01235
Number of participants with account balances2016-04-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
Number of employers contributing to the scheme2016-04-0137
2015: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2015 401k membership
Total participants, beginning-of-year2015-04-01371
Total number of active participants reported on line 7a of the Form 55002015-04-01244
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-01244
Number of participants with account balances2015-04-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
Number of employers contributing to the scheme2015-04-0140
2014: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2014 401k membership
Total participants, beginning-of-year2014-04-01278
Total number of active participants reported on line 7a of the Form 55002014-04-01258
Total of all active and inactive participants2014-04-01258
Total participants2014-04-01258
Number of participants with account balances2014-04-0153
Number of employers contributing to the scheme2014-04-0125
2013: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2013 401k membership
Total participants, beginning-of-year2013-04-01295
Total number of active participants reported on line 7a of the Form 55002013-04-01278
Total of all active and inactive participants2013-04-01278
Total participants2013-04-01278
Number of participants with account balances2013-04-0151
Number of employers contributing to the scheme2013-04-0123
2012: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2012 401k membership
Total participants, beginning-of-year2012-04-01368
Total number of active participants reported on line 7a of the Form 55002012-04-01295
Total of all active and inactive participants2012-04-01295
Total participants2012-04-01295
Number of participants with account balances2012-04-0150
Number of employers contributing to the scheme2012-04-0123
2011: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2011 401k membership
Total participants, beginning-of-year2011-04-01343
Total number of active participants reported on line 7a of the Form 55002011-04-01368
Total of all active and inactive participants2011-04-01368
Total participants2011-04-01368
Number of participants with account balances2011-04-0151
Number of employers contributing to the scheme2011-04-0126
2009: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2009 401k membership
Total participants, beginning-of-year2009-04-01359
Total number of active participants reported on line 7a of the Form 55002009-04-01360
Total of all active and inactive participants2009-04-01360
Total participants2009-04-01360
Number of participants with account balances2009-04-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010
Number of employers contributing to the scheme2009-04-0121

Financial Data on PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW

Measure Date Value
2018 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2018 401k financial data
Total transfer of assets from this plan2018-03-31$656,927
Value of total assets at beginning of year2018-03-31$656,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Was this plan covered by a fidelity bond2018-03-31No
If this is an individual account plan, was there a blackout period2018-03-31No
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Total non interest bearing cash at beginning of year2018-03-31$-549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$656,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$588,843
Value of interest in pooled separate accounts at beginning of year2018-03-31$48,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$20,514
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Did the plan have assets held for investment2018-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31FILLER & ASSOCIATES P. A.
Accountancy firm EIN2018-03-31010378528
2017 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2017 401k financial data
Total income from all sources (including contributions)2017-03-31$134,201
Total loss/gain on sale of assets2017-03-31$458
Total of all expenses incurred2017-03-31$101,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$101,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$74,775
Value of total assets at end of year2017-03-31$656,927
Value of total assets at beginning of year2017-03-31$624,136
Total interest from all sources2017-03-31$916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$74,775
Total non interest bearing cash at end of year2017-03-31$-549
Total non interest bearing cash at beginning of year2017-03-31$-665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$32,791
Value of net assets at end of year (total assets less liabilities)2017-03-31$656,927
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$624,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$588,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$587,455
Value of interest in pooled separate accounts at end of year2017-03-31$48,119
Interest earned on other investments2017-03-31$916
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-03-31$20,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-03-31$37,346
Net investment gain/loss from pooled separate accounts2017-03-31$137
Net gain/loss from 103.12 investment entities2017-03-31$57,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$101,410
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-03-31No
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$21,556
Aggregate carrying amount (costs) on sale of assets2017-03-31$21,098
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31FILLER & ASSOCIATES, P.A.
Accountancy firm EIN2017-03-31010378528
2016 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2016 401k financial data
Total income from all sources (including contributions)2016-03-31$61,091
Total loss/gain on sale of assets2016-03-31$456
Total of all expenses incurred2016-03-31$12,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$12,045
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$69,841
Value of total assets at end of year2016-03-31$624,136
Value of total assets at beginning of year2016-03-31$575,090
Total interest from all sources2016-03-31$1,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$69,841
Total non interest bearing cash at end of year2016-03-31$-665
Total non interest bearing cash at beginning of year2016-03-31$2,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$49,046
Value of net assets at end of year (total assets less liabilities)2016-03-31$624,136
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$575,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in pooled separate accounts at end of year2016-03-31$587,455
Value of interest in pooled separate accounts at beginning of year2016-03-31$540,019
Interest earned on other investments2016-03-31$1,409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-03-31$37,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-03-31$32,652
Net investment gain/loss from pooled separate accounts2016-03-31$-10,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$12,045
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31No
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$24,428
Aggregate carrying amount (costs) on sale of assets2016-03-31$23,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31FILLER & ASSOCIATES, P.A.
Accountancy firm EIN2016-03-31010378528
2015 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2015 401k financial data
Total income from all sources (including contributions)2015-03-31$105,590
Total loss/gain on sale of assets2015-03-31$377
Total of all expenses incurred2015-03-31$4,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$4,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$72,216
Value of total assets at end of year2015-03-31$575,090
Value of total assets at beginning of year2015-03-31$474,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
If this is an individual account plan, was there a blackout period2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$72,216
Other income not declared elsewhere2015-03-31$1,641
Total non interest bearing cash at end of year2015-03-31$2,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$100,787
Value of net assets at end of year (total assets less liabilities)2015-03-31$575,090
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$474,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in pooled separate accounts at end of year2015-03-31$540,019
Value of interest in pooled separate accounts at beginning of year2015-03-31$444,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-03-31$32,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-03-31$30,276
Net investment gain/loss from pooled separate accounts2015-03-31$31,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$4,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31No
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$25,107
Aggregate carrying amount (costs) on sale of assets2015-03-31$24,730
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31FILLER & ASSOCIATES P.A.
Accountancy firm EIN2015-03-31010378528
2014 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$2
Total unrealized appreciation/depreciation of assets2014-03-31$2
Total income from all sources (including contributions)2014-03-31$96,533
Total loss/gain on sale of assets2014-03-31$771
Total of all expenses incurred2014-03-31$7,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$7,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$48,330
Value of total assets at end of year2014-03-31$474,303
Value of total assets at beginning of year2014-03-31$385,390
Total interest from all sources2014-03-31$1,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$48,330
Total non interest bearing cash at beginning of year2014-03-31$7
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$88,913
Value of net assets at end of year (total assets less liabilities)2014-03-31$474,303
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$385,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in pooled separate accounts at end of year2014-03-31$444,027
Value of interest in pooled separate accounts at beginning of year2014-03-31$355,409
Interest earned on other investments2014-03-31$1,031
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$-176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$-176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-03-31$30,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-03-31$30,150
Net investment gain/loss from pooled separate accounts2014-03-31$46,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$7,620
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$34,728
Aggregate carrying amount (costs) on sale of assets2014-03-31$33,957
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31FILLER & ASSOCIATES, P.A.
Accountancy firm EIN2014-03-31010378528
2013 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2013 401k financial data
Total income from all sources (including contributions)2013-03-31$88,176
Total loss/gain on sale of assets2013-03-31$601
Total of all expenses incurred2013-03-31$10,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$10,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$59,939
Value of total assets at end of year2013-03-31$385,390
Value of total assets at beginning of year2013-03-31$308,149
Total interest from all sources2013-03-31$1,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$59,939
Total non interest bearing cash at end of year2013-03-31$7
Total non interest bearing cash at beginning of year2013-03-31$-841
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$77,241
Value of net assets at end of year (total assets less liabilities)2013-03-31$385,390
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$308,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in pooled separate accounts at end of year2013-03-31$355,409
Value of interest in pooled separate accounts at beginning of year2013-03-31$282,806
Interest earned on other investments2013-03-31$1,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$-176
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-03-31$30,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-03-31$26,184
Net investment gain/loss from pooled separate accounts2013-03-31$26,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$10,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$23,501
Aggregate carrying amount (costs) on sale of assets2013-03-31$22,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31FILLER & ASSOCIATES, P.A.
Accountancy firm EIN2013-03-31010378528
2012 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$1
Total unrealized appreciation/depreciation of assets2012-03-31$1
Total income from all sources (including contributions)2012-03-31$61,755
Total loss/gain on sale of assets2012-03-31$933
Total of all expenses incurred2012-03-31$52,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$52,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$47,810
Value of total assets at end of year2012-03-31$308,149
Value of total assets at beginning of year2012-03-31$298,436
Total interest from all sources2012-03-31$1,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$47,810
Total non interest bearing cash at end of year2012-03-31$-841
Total non interest bearing cash at beginning of year2012-03-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$9,713
Value of net assets at end of year (total assets less liabilities)2012-03-31$308,149
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$298,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in pooled separate accounts at end of year2012-03-31$282,806
Value of interest in pooled separate accounts at beginning of year2012-03-31$269,390
Interest earned on other investments2012-03-31$1,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-03-31$26,184
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-03-31$28,601
Net investment gain/loss from pooled separate accounts2012-03-31$11,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$52,042
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$32,953
Aggregate carrying amount (costs) on sale of assets2012-03-31$32,020
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31FILLER & ASSOCIATES, P.A.
Accountancy firm EIN2012-03-31010378528
2011 : PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$2
Total unrealized appreciation/depreciation of assets2011-03-31$2
Total income from all sources (including contributions)2011-03-31$77,068
Total loss/gain on sale of assets2011-03-31$1,100
Total of all expenses incurred2011-03-31$41,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$41,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$45,030
Value of total assets at end of year2011-03-31$298,436
Value of total assets at beginning of year2011-03-31$262,696
Total interest from all sources2011-03-31$1,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$45,030
Total non interest bearing cash at end of year2011-03-31$275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$35,740
Value of net assets at end of year (total assets less liabilities)2011-03-31$298,436
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$262,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in pooled separate accounts at end of year2011-03-31$269,390
Value of interest in pooled separate accounts at beginning of year2011-03-31$209,783
Interest earned on other investments2011-03-31$1,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$9,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$9,002
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-03-31$28,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-03-31$43,911
Net investment gain/loss from pooled separate accounts2011-03-31$29,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$41,328
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$28,749
Aggregate carrying amount (costs) on sale of assets2011-03-31$27,649
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31FILLER & ASSOCIATES P.A.
Accountancy firm EIN2011-03-31010378528

Form 5500 Responses for PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW

2017: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: PROFIT SHARING & 401(K) PLAN LOCAL 567 OF IBEW 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Number of Individuals Covered347
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Number of Individuals Covered361
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Number of Individuals Covered367
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Number of Individuals Covered374
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Number of Individuals Covered383
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSF 51714
Policy instance 1
Insurance contract or identification numberSF 51714
Number of Individuals Covered425
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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