CITY EMPLOYEES UNION-LOCAL 237-IBT AFL-CIO has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $1,863,538 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $624,232 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $619,580 |
| Total plan assets at end of year | 2023-12-31 | $8,543,685 |
| Total plan assets at beginning of year | 2023-12-31 | $7,304,379 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $530,380 |
| Other income received | 2023-12-31 | $1,311,200 |
| Net income (gross income less expenses) | 2023-12-31 | $1,239,306 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $8,543,685 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,304,379 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $21,958 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $4,652 |
| 2022 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-1,165,117 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $388,800 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $385,409 |
| Total plan assets at end of year | 2022-12-31 | $7,304,379 |
| Total plan assets at beginning of year | 2022-12-31 | $8,858,296 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $460,640 |
| Other income received | 2022-12-31 | $-1,655,668 |
| Net income (gross income less expenses) | 2022-12-31 | $-1,553,917 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $7,304,379 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,858,296 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $29,911 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $3,391 |
| 2021 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,694,646 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $321,608 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $317,930 |
| Total plan assets at end of year | 2021-12-31 | $8,858,296 |
| Total plan assets at beginning of year | 2021-12-31 | $7,485,258 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $454,835 |
| Other income received | 2021-12-31 | $1,229,596 |
| Net income (gross income less expenses) | 2021-12-31 | $1,373,038 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $8,858,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,485,258 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $10,215 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $3,678 |
| 2020 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $1,526,936 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $275,696 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $273,455 |
| Total plan assets at end of year | 2020-12-31 | $7,485,258 |
| Total plan assets at beginning of year | 2020-12-31 | $6,234,018 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $410,291 |
| Other income received | 2020-12-31 | $1,096,317 |
| Net income (gross income less expenses) | 2020-12-31 | $1,251,240 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $7,485,258 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,234,018 |
| Assets. Value of participant loans | 2020-12-31 | $152,657 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $20,328 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,241 |
| 2019 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,612,841 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $977,493 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $974,536 |
| Total plan assets at end of year | 2019-12-31 | $6,234,018 |
| Total plan assets at beginning of year | 2019-12-31 | $5,598,670 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $394,191 |
| Other income received | 2019-12-31 | $1,209,144 |
| Net income (gross income less expenses) | 2019-12-31 | $635,348 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $6,234,018 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,598,670 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,506 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,957 |
| 2018 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $3,178 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $3,178 |
| Total income from all sources (including contributions) | 2018-12-31 | $283,418 |
| Total of all expenses incurred | 2018-12-31 | $1,049,267 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,024,196 |
| Value of total corrective distributions | 2018-12-31 | $14,591 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $337,418 |
| Value of total assets at end of year | 2018-12-31 | $5,598,670 |
| Value of total assets at beginning of year | 2018-12-31 | $6,364,519 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $10,480 |
| Total interest from all sources | 2018-12-31 | $151,606 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $430,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $430,577 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $337,418 |
| Participant contributions at end of year | 2018-12-31 | $234,021 |
| Participant contributions at beginning of year | 2018-12-31 | $257,103 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-765,849 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,598,670 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,364,519 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $10,480 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,239,042 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,834,600 |
| Interest on participant loans | 2018-12-31 | $146,060 |
| Interest earned on other investments | 2018-12-31 | $5,546 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $860,454 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,001,469 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $265,153 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $271,347 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-563,163 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-76,198 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,024,196 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2018-12-31 | 611436956 |
| 2017 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,793 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $2,793 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,533,653 |
| Total loss/gain on sale of assets | 2017-12-31 | $85 |
| Total of all expenses incurred | 2017-12-31 | $909,958 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $900,460 |
| Value of total corrective distributions | 2017-12-31 | $3,996 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $341,449 |
| Value of total assets at end of year | 2017-12-31 | $6,364,519 |
| Value of total assets at beginning of year | 2017-12-31 | $5,740,824 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,502 |
| Total interest from all sources | 2017-12-31 | $10,398 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $282,600 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $282,600 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $341,449 |
| Participant contributions at end of year | 2017-12-31 | $257,103 |
| Participant contributions at beginning of year | 2017-12-31 | $262,095 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $623,695 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,364,519 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,740,824 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $5,502 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,834,600 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,665,766 |
| Interest on participant loans | 2017-12-31 | $10,398 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,001,469 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $534,282 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $271,347 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $278,681 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $796,086 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $100,242 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $900,460 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $149,610 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $149,525 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | NOVAK FRANCELLA LLC |
| Accountancy firm EIN | 2017-12-31 | 611436956 |
| 2016 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $2,928 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $2,928 |
| Total income from all sources (including contributions) | 2016-12-31 | $733,728 |
| Total loss/gain on sale of assets | 2016-12-31 | $421 |
| Total of all expenses incurred | 2016-12-31 | $261,718 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $255,410 |
| Value of total corrective distributions | 2016-12-31 | $152 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $378,330 |
| Value of total assets at end of year | 2016-12-31 | $5,740,824 |
| Value of total assets at beginning of year | 2016-12-31 | $5,268,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,156 |
| Total interest from all sources | 2016-12-31 | $6,291 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $52,524 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $52,524 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $373,003 |
| Participant contributions at end of year | 2016-12-31 | $262,095 |
| Participant contributions at beginning of year | 2016-12-31 | $138,194 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $5,327 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $472,010 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,740,824 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,268,814 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $6,156 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,665,766 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,358,495 |
| Interest on participant loans | 2016-12-31 | $6,291 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $534,282 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $467,067 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $278,681 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $305,058 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $255,720 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $37,514 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $255,410 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $161,828 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $161,407 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | NOVAK FRANCELLA, LLC |
| Accountancy firm EIN | 2016-12-31 | 611436956 |
| 2015 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Expenses. Interest paid | 2015-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $651,304 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $657,237 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $647,324 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $4,086 |
| Value of total corrective distributions | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $582,475 |
| Value of total assets at end of year | 2015-12-31 | $5,268,814 |
| Value of total assets at beginning of year | 2015-12-31 | $5,274,747 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,827 |
| Total income from rents | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $9,566 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $51,799 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $51,799 |
| Administrative expenses professional fees incurred | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
| Contributions received from participants | 2015-12-31 | $344,141 |
| Participant contributions at end of year | 2015-12-31 | $138,194 |
| Participant contributions at beginning of year | 2015-12-31 | $147,900 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $238,334 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Other income not declared elsewhere | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
| Total non interest bearing cash at end of year | 2015-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Income. Non cash contributions | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $-5,933 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,268,814 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,274,747 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
| Investment advisory and management fees | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,358,495 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,569,760 |
| Interest on participant loans | 2015-12-31 | $5,158 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Interest earned on other investments | 2015-12-31 | $4,408 |
| Income. Interest from US Government securities | 2015-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $467,067 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $203,782 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $305,058 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $353,305 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $14,845 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-7,381 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $0 |
| Employer contributions (assets) at end of year | 2015-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
| Income. Dividends from preferred stock | 2015-12-31 | $0 |
| Income. Dividends from common stock | 2015-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $647,324 |
| Contract administrator fees | 2015-12-31 | $5,827 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | SAX LLP |
| Accountancy firm EIN | 2015-12-31 | 812950760 |
| 2014 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Expenses. Interest paid | 2014-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $730,121 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $571,335 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $564,384 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of total corrective distributions | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $336,095 |
| Value of total assets at end of year | 2014-12-31 | $5,274,747 |
| Value of total assets at beginning of year | 2014-12-31 | $5,115,961 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,951 |
| Total income from rents | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $11,591 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $53,653 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $53,653 |
| Administrative expenses professional fees incurred | 2014-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $0 |
| Contributions received from participants | 2014-12-31 | $319,653 |
| Participant contributions at end of year | 2014-12-31 | $147,900 |
| Participant contributions at beginning of year | 2014-12-31 | $123,102 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $16,442 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Other income not declared elsewhere | 2014-12-31 | $0 |
| Administrative expenses (other) incurred | 2014-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
| Total non interest bearing cash at end of year | 2014-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Income. Non cash contributions | 2014-12-31 | $0 |
| Value of net income/loss | 2014-12-31 | $158,786 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,274,747 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,115,961 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2014-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2014-12-31 | $0 |
| Investment advisory and management fees | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,569,760 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,455,494 |
| Interest on participant loans | 2014-12-31 | $6,549 |
| Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $5,042 |
| Income. Interest from US Government securities | 2014-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $203,782 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $164,126 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $353,305 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $373,239 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $317,945 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $10,837 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $0 |
| Employer contributions (assets) at end of year | 2014-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
| Income. Dividends from preferred stock | 2014-12-31 | $0 |
| Income. Dividends from common stock | 2014-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $564,384 |
| Contract administrator fees | 2014-12-31 | $6,951 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | SAXBST LLP |
| Accountancy firm EIN | 2014-12-31 | 464001827 |
| 2013 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Expenses. Interest paid | 2013-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,391,154 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $395,227 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $382,347 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $7,222 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $316,781 |
| Value of total assets at end of year | 2013-12-31 | $5,115,961 |
| Value of total assets at beginning of year | 2013-12-31 | $4,120,034 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,658 |
| Total income from rents | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $13,080 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $55,533 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $55,533 |
| Administrative expenses professional fees incurred | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $0 |
| Contributions received from participants | 2013-12-31 | $316,781 |
| Participant contributions at end of year | 2013-12-31 | $123,102 |
| Participant contributions at beginning of year | 2013-12-31 | $182,855 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Other income not declared elsewhere | 2013-12-31 | $10,795 |
| Administrative expenses (other) incurred | 2013-12-31 | $2,200 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $0 |
| Total non interest bearing cash at end of year | 2013-12-31 | $0 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $995,927 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,115,961 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,120,034 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2013-12-31 | $0 |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,455,494 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,937,179 |
| Interest on participant loans | 2013-12-31 | $10,735 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $2,345 |
| Income. Interest from US Government securities | 2013-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $164,126 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $373,239 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $984,031 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $10,934 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $0 |
| Employer contributions (assets) at end of year | 2013-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
| Income. Dividends from preferred stock | 2013-12-31 | $0 |
| Income. Dividends from common stock | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $382,347 |
| Contract administrator fees | 2013-12-31 | $3,458 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | SAXBST |
| Accountancy firm EIN | 2013-12-31 | 464001827 |
| 2012 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $848,691 |
| Total of all expenses incurred | 2012-12-31 | $413,081 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $410,462 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $328,508 |
| Value of total assets at end of year | 2012-12-31 | $4,120,034 |
| Value of total assets at beginning of year | 2012-12-31 | $3,684,424 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,619 |
| Total interest from all sources | 2012-12-31 | $11,815 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $58,029 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $58,029 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $328,508 |
| Participant contributions at end of year | 2012-12-31 | $182,855 |
| Participant contributions at beginning of year | 2012-12-31 | $162,627 |
| Administrative expenses (other) incurred | 2012-12-31 | $2,619 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $435,610 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,120,034 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,684,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,937,179 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,521,797 |
| Interest on participant loans | 2012-12-31 | $11,815 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $450,339 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $410,462 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BOLLAM SHEEDY TORANI & CO LLP |
| Accountancy firm EIN | 2012-12-31 | 141442607 |
| 2011 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $225,008 |
| Total of all expenses incurred | 2011-12-31 | $192,075 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $189,875 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $322,882 |
| Value of total assets at end of year | 2011-12-31 | $3,684,424 |
| Value of total assets at beginning of year | 2011-12-31 | $3,651,491 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,200 |
| Total interest from all sources | 2011-12-31 | $10,735 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $57,009 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $57,009 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $322,882 |
| Participant contributions at end of year | 2011-12-31 | $162,627 |
| Participant contributions at beginning of year | 2011-12-31 | $167,623 |
| Administrative expenses (other) incurred | 2011-12-31 | $2,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $32,933 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,684,424 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,651,491 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,521,797 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $3,483,868 |
| Interest on participant loans | 2011-12-31 | $10,735 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-165,618 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $189,875 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BOLLAM SHEEDY TORANI & CO LLP |
| Accountancy firm EIN | 2011-12-31 | 141442607 |
| 2010 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $695,561 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $407,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $394,934 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $10,771 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $329,533 |
| Value of total assets at end of year | 2010-12-31 | $3,651,491 |
| Value of total assets at beginning of year | 2010-12-31 | $3,363,885 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,250 |
| Total interest from all sources | 2010-12-31 | $10,113 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $46,455 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $46,455 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $329,533 |
| Participant contributions at end of year | 2010-12-31 | $167,623 |
| Participant contributions at beginning of year | 2010-12-31 | $149,033 |
| Administrative expenses (other) incurred | 2010-12-31 | $2,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $287,606 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,651,491 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,363,885 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $3,483,868 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,214,852 |
| Interest on participant loans | 2010-12-31 | $10,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $309,460 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $394,934 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BOLLAM SHEEDY TORANI & CO LLP |
| Accountancy firm EIN | 2010-12-31 | 141442607 |
| 2009 : TEAMSTERS LOCAL 237 SAVINGS AND INVESTMENT PLAN AND TRUST 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
