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LOCAL 360 401(K) AND SEVERANCE PLAN 401k Plan overview

Plan NameLOCAL 360 401(K) AND SEVERANCE PLAN
Plan identification number 009

LOCAL 360 401(K) AND SEVERANCE PLAN Benefits

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

LOCAL 360 401(K) AND SEVERANCE PLAN has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 360 401(K) AND SEVERANCE PLAN
Employer identification number (EIN):222450938
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 360 401(K) AND SEVERANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0092023-01-01
0092022-01-01
0092021-01-01
0092020-01-01
0092019-01-01
0092018-01-01
0092017-01-01DONNA COLUCCI JOAN WILLIAMS2018-10-11
0092016-01-01DONNA COLUCCI DANIEL DOSENBACH2017-10-13
0092015-01-01DONNA COLUCCI DANIEL DOSENBACH2016-10-16
0092014-01-01DONNA COLUCCI DANIEL DOSENBACH2015-10-18
0092013-01-01DONNA COLUCCI DANIEL DOSENBACH2014-10-15
0092009-01-01
0092009-01-01DONNA COLUCCI VINCENT DEVITO2010-10-19

Plan Statistics for LOCAL 360 401(K) AND SEVERANCE PLAN

401k plan membership statisitcs for LOCAL 360 401(K) AND SEVERANCE PLAN

Measure Date Value
2023: LOCAL 360 401(K) AND SEVERANCE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,093
Total number of active participants reported on line 7a of the Form 55002023-01-012,418
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01632
Total of all active and inactive participants2023-01-013,050
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-013,050
Number of participants with account balances2023-01-013,050
Number of employers contributing to the scheme2023-01-016
2022: LOCAL 360 401(K) AND SEVERANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01651
Total number of active participants reported on line 7a of the Form 55002022-01-011,093
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,093
Number of participants with account balances2022-01-011,093
Number of employers contributing to the scheme2022-01-016
2021: LOCAL 360 401(K) AND SEVERANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01603
Total number of active participants reported on line 7a of the Form 55002021-01-01651
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01651
Number of participants with account balances2021-01-01651
Number of employers contributing to the scheme2021-01-017
2020: LOCAL 360 401(K) AND SEVERANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01701
Total number of active participants reported on line 7a of the Form 55002020-01-01603
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01603
Number of participants with account balances2020-01-01603
Number of employers contributing to the scheme2020-01-018
2019: LOCAL 360 401(K) AND SEVERANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01679
Total number of active participants reported on line 7a of the Form 55002019-01-01701
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01701
Number of participants with account balances2019-01-01701
Number of employers contributing to the scheme2019-01-019
2018: LOCAL 360 401(K) AND SEVERANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01716
Total number of active participants reported on line 7a of the Form 55002018-01-01679
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01679
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01679
Number of employers contributing to the scheme2018-01-019
2017: LOCAL 360 401(K) AND SEVERANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01732
Total number of active participants reported on line 7a of the Form 55002017-01-01716
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01716
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01716
Number of employers contributing to the scheme2017-01-0110
2016: LOCAL 360 401(K) AND SEVERANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01908
Total number of active participants reported on line 7a of the Form 55002016-01-01732
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01732
Number of employers contributing to the scheme2016-01-0113
2015: LOCAL 360 401(K) AND SEVERANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,041
Total number of active participants reported on line 7a of the Form 55002015-01-01908
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01908
Number of employers contributing to the scheme2015-01-0113
2014: LOCAL 360 401(K) AND SEVERANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,041
Total number of active participants reported on line 7a of the Form 55002014-01-011,041
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,041
Number of employers contributing to the scheme2014-01-0115
2013: LOCAL 360 401(K) AND SEVERANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,120
Total number of active participants reported on line 7a of the Form 55002013-01-011,041
Total of all active and inactive participants2013-01-011,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,041
Number of participants with account balances2013-01-010
Number of employers contributing to the scheme2013-01-0115
2009: LOCAL 360 401(K) AND SEVERANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01888
Total number of active participants reported on line 7a of the Form 55002009-01-011,098
Number of retired or separated participants receiving benefits2009-01-0152
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-011,151
Number of participants with account balances2009-01-010

Financial Data on LOCAL 360 401(K) AND SEVERANCE PLAN

Measure Date Value
2023 : LOCAL 360 401(K) AND SEVERANCE PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$74,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$35,728
Total income from all sources (including contributions)2023-12-31$2,399,518
Total of all expenses incurred2023-12-31$831,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$607,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,379,301
Value of total assets at end of year2023-12-31$9,594,640
Value of total assets at beginning of year2023-12-31$7,987,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$224,479
Total interest from all sources2023-12-31$11,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$58,524
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$5,621
Other income not declared elsewhere2023-12-31$12,122
Administrative expenses (other) incurred2023-12-31$6,890
Liabilities. Value of operating payables at end of year2023-12-31$74,699
Liabilities. Value of operating payables at beginning of year2023-12-31$35,728
Total non interest bearing cash at end of year2023-12-31$152,065
Total non interest bearing cash at beginning of year2023-12-31$186,875
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,567,705
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,519,941
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,952,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,307,644
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$7,732,374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$7,732,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$11,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$54,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$996,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,320,777
Employer contributions (assets) at end of year2023-12-31$74,992
Employer contributions (assets) at beginning of year2023-12-31$68,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$607,334
Contract administrator fees2023-12-31$101,748
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2023-12-31222212404
2022 : LOCAL 360 401(K) AND SEVERANCE PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$35,728
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$61,948
Total income from all sources (including contributions)2022-12-31$335,316
Total loss/gain on sale of assets2022-12-31$-4,412
Total of all expenses incurred2022-12-31$1,094,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$833,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,047,675
Value of total assets at end of year2022-12-31$7,987,964
Value of total assets at beginning of year2022-12-31$8,773,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$261,058
Total interest from all sources2022-12-31$23,711
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$118,162
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$118,162
Administrative expenses professional fees incurred2022-12-31$117,581
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,912
Other income not declared elsewhere2022-12-31$2,687
Administrative expenses (other) incurred2022-12-31$12,012
Liabilities. Value of operating payables at end of year2022-12-31$35,728
Liabilities. Value of operating payables at beginning of year2022-12-31$61,948
Total non interest bearing cash at end of year2022-12-31$186,875
Total non interest bearing cash at beginning of year2022-12-31$169,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-759,562
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,952,236
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,711,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,449,725
Income. Interest from US Government securities2022-12-31$207
Income. Interest from corporate debt instruments2022-12-31$2,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,732,374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$375,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$375,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$21,281
Asset value of US Government securities at beginning of year2022-12-31$500,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-852,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,047,675
Employer contributions (assets) at end of year2022-12-31$68,715
Employer contributions (assets) at beginning of year2022-12-31$71,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$833,820
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$203,806
Contract administrator fees2022-12-31$113,333
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$944,746
Aggregate carrying amount (costs) on sale of assets2022-12-31$949,158
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2022-12-31222212404
2021 : LOCAL 360 401(K) AND SEVERANCE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-11,155
Total unrealized appreciation/depreciation of assets2021-12-31$-11,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$61,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$26,643
Total income from all sources (including contributions)2021-12-31$1,256,488
Total loss/gain on sale of assets2021-12-31$-8,839
Total of all expenses incurred2021-12-31$1,059,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$718,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$688,612
Value of total assets at end of year2021-12-31$8,773,746
Value of total assets at beginning of year2021-12-31$8,541,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$341,040
Total interest from all sources2021-12-31$17,941
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$280,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$280,102
Administrative expenses professional fees incurred2021-12-31$165,889
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$9,214
Other income not declared elsewhere2021-12-31$250,000
Administrative expenses (other) incurred2021-12-31$16,264
Liabilities. Value of operating payables at end of year2021-12-31$61,948
Liabilities. Value of operating payables at beginning of year2021-12-31$26,643
Total non interest bearing cash at end of year2021-12-31$169,686
Total non interest bearing cash at beginning of year2021-12-31$17,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$196,895
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,711,798
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,514,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$21,259
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,449,725
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,295,691
Income. Interest from US Government securities2021-12-31$1,914
Income. Interest from corporate debt instruments2021-12-31$8,058
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$375,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,438,440
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,438,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$7,969
Asset value of US Government securities at end of year2021-12-31$500,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$39,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$688,612
Employer contributions (assets) at end of year2021-12-31$71,239
Employer contributions (assets) at beginning of year2021-12-31$22,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$718,553
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$203,806
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$757,916
Contract administrator fees2021-12-31$137,628
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$827,000
Aggregate carrying amount (costs) on sale of assets2021-12-31$835,839
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2021-12-31222212404
2020 : LOCAL 360 401(K) AND SEVERANCE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$464,362
Total unrealized appreciation/depreciation of assets2020-12-31$464,362
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$26,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,015
Total income from all sources (including contributions)2020-12-31$1,363,248
Total loss/gain on sale of assets2020-12-31$2,173
Total of all expenses incurred2020-12-31$1,095,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$803,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$654,052
Value of total assets at end of year2020-12-31$8,541,546
Value of total assets at beginning of year2020-12-31$8,292,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$292,346
Total interest from all sources2020-12-31$59,825
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$182,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$182,836
Administrative expenses professional fees incurred2020-12-31$180,259
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$9,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$24,827
Administrative expenses (other) incurred2020-12-31$9,845
Liabilities. Value of operating payables at end of year2020-12-31$26,643
Liabilities. Value of operating payables at beginning of year2020-12-31$45,015
Total non interest bearing cash at end of year2020-12-31$17,476
Total non interest bearing cash at beginning of year2020-12-31$39,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$267,632
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,514,903
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,247,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$21,777
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,295,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,885,534
Income. Interest from corporate debt instruments2020-12-31$34,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,438,440
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,992,906
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,992,906
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$654,052
Employer contributions (assets) at end of year2020-12-31$22,809
Employer contributions (assets) at beginning of year2020-12-31$42,515
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$803,270
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$757,916
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$1,306,826
Contract administrator fees2020-12-31$80,465
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,424,000
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,421,827
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2020-12-31222212404
2019 : LOCAL 360 401(K) AND SEVERANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$430,689
Total unrealized appreciation/depreciation of assets2019-12-31$430,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$45,015
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$34,209
Total income from all sources (including contributions)2019-12-31$1,324,702
Total loss/gain on sale of assets2019-12-31$243
Total of all expenses incurred2019-12-31$582,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$313,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$628,731
Value of total assets at end of year2019-12-31$8,292,286
Value of total assets at beginning of year2019-12-31$7,538,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$268,542
Total interest from all sources2019-12-31$118,093
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$146,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$146,946
Administrative expenses professional fees incurred2019-12-31$143,989
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$24,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$28,358
Administrative expenses (other) incurred2019-12-31$17,039
Liabilities. Value of operating payables at end of year2019-12-31$45,015
Liabilities. Value of operating payables at beginning of year2019-12-31$34,209
Total non interest bearing cash at end of year2019-12-31$39,678
Total non interest bearing cash at beginning of year2019-12-31$223,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$742,571
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,247,271
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,504,700
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,643
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,885,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,270,247
Income. Interest from corporate debt instruments2019-12-31$59,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,992,906
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,012,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,012,873
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$58,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$628,731
Employer contributions (assets) at end of year2019-12-31$42,515
Employer contributions (assets) at beginning of year2019-12-31$53,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$313,589
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$1,306,826
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,950,759
Contract administrator fees2019-12-31$85,871
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$904,000
Aggregate carrying amount (costs) on sale of assets2019-12-31$903,757
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2019-12-31222212404
2018 : LOCAL 360 401(K) AND SEVERANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-47,101
Total unrealized appreciation/depreciation of assets2018-12-31$-47,101
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$34,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$39,311
Total income from all sources (including contributions)2018-12-31$574,491
Total loss/gain on sale of assets2018-12-31$216
Total of all expenses incurred2018-12-31$594,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$371,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$642,667
Value of total assets at end of year2018-12-31$7,538,909
Value of total assets at beginning of year2018-12-31$7,564,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$223,023
Total interest from all sources2018-12-31$141,925
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$158,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$158,031
Administrative expenses professional fees incurred2018-12-31$105,382
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$28,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$52,060
Administrative expenses (other) incurred2018-12-31$12,837
Liabilities. Value of operating payables at end of year2018-12-31$34,209
Liabilities. Value of operating payables at beginning of year2018-12-31$39,311
Total non interest bearing cash at end of year2018-12-31$223,649
Total non interest bearing cash at beginning of year2018-12-31$131,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-20,392
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,504,700
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,525,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,270,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,763,733
Income. Interest from corporate debt instruments2018-12-31$102,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,012,873
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,763,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,763,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$39,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-321,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$642,667
Employer contributions (assets) at end of year2018-12-31$53,023
Employer contributions (assets) at beginning of year2018-12-31$33,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$371,860
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,950,759
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,820,573
Contract administrator fees2018-12-31$84,310
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,015,895
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,015,679
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2018-12-31222212404
2017 : LOCAL 360 401(K) AND SEVERANCE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-5,044
Total unrealized appreciation/depreciation of assets2017-12-31$-5,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$39,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$30,608
Total income from all sources (including contributions)2017-12-31$1,026,440
Total loss/gain on sale of assets2017-12-31$-1,872
Total of all expenses incurred2017-12-31$586,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$417,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$661,410
Value of total assets at end of year2017-12-31$7,564,403
Value of total assets at beginning of year2017-12-31$7,116,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$169,269
Total interest from all sources2017-12-31$166,089
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$105,876
Administrative expenses professional fees incurred2017-12-31$63,823
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$52,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$76,311
Administrative expenses (other) incurred2017-12-31$16,776
Liabilities. Value of operating payables at end of year2017-12-31$39,311
Liabilities. Value of operating payables at beginning of year2017-12-31$30,608
Total non interest bearing cash at end of year2017-12-31$131,262
Total non interest bearing cash at beginning of year2017-12-31$74,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$439,487
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,525,092
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,085,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,763,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,727,464
Income. Interest from corporate debt instruments2017-12-31$152,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,763,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$669,049
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$669,049
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$99,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$661,410
Employer contributions (assets) at end of year2017-12-31$33,018
Employer contributions (assets) at beginning of year2017-12-31$26,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$417,684
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,820,573
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$4,542,711
Contract administrator fees2017-12-31$88,670
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$787,859
Aggregate carrying amount (costs) on sale of assets2017-12-31$789,731
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2017-12-31222212404
2016 : LOCAL 360 401(K) AND SEVERANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-8,626
Total unrealized appreciation/depreciation of assets2016-12-31$-8,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$30,608
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$33,131
Total income from all sources (including contributions)2016-12-31$900,291
Total loss/gain on sale of assets2016-12-31$-6,875
Total of all expenses incurred2016-12-31$667,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$505,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$662,654
Value of total assets at end of year2016-12-31$7,116,213
Value of total assets at beginning of year2016-12-31$6,886,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,680
Total interest from all sources2016-12-31$180,789
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$47,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$47,740
Administrative expenses professional fees incurred2016-12-31$61,649
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$76,311
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$62,530
Administrative expenses (other) incurred2016-12-31$16,531
Liabilities. Value of operating payables at end of year2016-12-31$30,608
Liabilities. Value of operating payables at beginning of year2016-12-31$33,131
Total non interest bearing cash at end of year2016-12-31$74,014
Total non interest bearing cash at beginning of year2016-12-31$24,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$232,335
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,085,605
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,853,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,727,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,224,913
Income. Interest from corporate debt instruments2016-12-31$169,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$669,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$817,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$817,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$10,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$24,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$662,654
Employer contributions (assets) at end of year2016-12-31$26,664
Employer contributions (assets) at beginning of year2016-12-31$46,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$505,276
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$4,542,711
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,710,047
Contract administrator fees2016-12-31$84,500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,629,025
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,635,900
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2016-12-31222212404
2015 : LOCAL 360 401(K) AND SEVERANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-104,252
Total unrealized appreciation/depreciation of assets2015-12-31$-104,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$33,131
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,912
Total income from all sources (including contributions)2015-12-31$710,050
Total loss/gain on sale of assets2015-12-31$-8,222
Total of all expenses incurred2015-12-31$807,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$643,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$659,023
Value of total assets at end of year2015-12-31$6,886,401
Value of total assets at beginning of year2015-12-31$6,998,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$163,581
Total interest from all sources2015-12-31$181,669
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73,396
Administrative expenses professional fees incurred2015-12-31$62,063
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$62,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$66,117
Administrative expenses (other) incurred2015-12-31$16,174
Liabilities. Value of operating payables at end of year2015-12-31$33,131
Liabilities. Value of operating payables at beginning of year2015-12-31$47,912
Total non interest bearing cash at end of year2015-12-31$24,392
Total non interest bearing cash at beginning of year2015-12-31$19,267
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-97,205
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,853,270
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,950,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$240
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,224,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$470,987
Income. Interest from corporate debt instruments2015-12-31$174,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$817,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$332,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$332,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$7,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-91,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$659,023
Employer contributions (assets) at end of year2015-12-31$46,884
Employer contributions (assets) at beginning of year2015-12-31$29,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$643,674
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,710,047
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$6,080,143
Contract administrator fees2015-12-31$85,104
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,071,623
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,079,845
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2015-12-31222212404
2014 : LOCAL 360 401(K) AND SEVERANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-100,706
Total unrealized appreciation/depreciation of assets2014-12-31$-100,706
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$47,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$59,550
Total income from all sources (including contributions)2014-12-31$804,455
Total loss/gain on sale of assets2014-12-31$7,528
Total of all expenses incurred2014-12-31$745,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$533,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$669,106
Value of total assets at end of year2014-12-31$6,998,387
Value of total assets at beginning of year2014-12-31$6,950,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$211,695
Total interest from all sources2014-12-31$210,501
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$31,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$31,043
Administrative expenses professional fees incurred2014-12-31$108,759
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$66,117
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$60,815
Administrative expenses (other) incurred2014-12-31$20,434
Liabilities. Value of operating payables at end of year2014-12-31$47,912
Liabilities. Value of operating payables at beginning of year2014-12-31$59,550
Total non interest bearing cash at end of year2014-12-31$19,267
Total non interest bearing cash at beginning of year2014-12-31$5,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$59,208
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,950,475
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,891,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$470,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,077,147
Income. Interest from corporate debt instruments2014-12-31$199,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$332,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,716,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,716,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-13,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$669,106
Employer contributions (assets) at end of year2014-12-31$29,579
Employer contributions (assets) at beginning of year2014-12-31$40,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$533,552
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$6,080,143
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$4,050,806
Contract administrator fees2014-12-31$82,502
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$3,849,252
Aggregate carrying amount (costs) on sale of assets2014-12-31$3,841,724
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BARATZ & ASSOCIATES, P.A.
Accountancy firm EIN2014-12-31222212404
2013 : LOCAL 360 401(K) AND SEVERANCE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-101,634
Total unrealized appreciation/depreciation of assets2013-12-31$-101,634
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$59,550
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$40,579
Total income from all sources (including contributions)2013-12-31$860,220
Total loss/gain on sale of assets2013-12-31$6,276
Total of all expenses incurred2013-12-31$458,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$327,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$725,888
Value of total assets at end of year2013-12-31$6,950,817
Value of total assets at beginning of year2013-12-31$6,529,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$130,883
Total interest from all sources2013-12-31$208,553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$39,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$39,724
Administrative expenses professional fees incurred2013-12-31$23,298
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$60,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$50,740
Liabilities. Value of operating payables at end of year2013-12-31$59,550
Liabilities. Value of operating payables at beginning of year2013-12-31$40,579
Total non interest bearing cash at end of year2013-12-31$5,106
Total non interest bearing cash at beginning of year2013-12-31$15,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$401,978
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,891,267
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,489,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,364
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,077,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,475,754
Income. Interest from corporate debt instruments2013-12-31$186,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,716,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,705,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,705,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-18,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$725,888
Employer contributions (assets) at end of year2013-12-31$40,416
Employer contributions (assets) at beginning of year2013-12-31$65,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$327,359
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$4,050,806
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,217,059
Contract administrator fees2013-12-31$91,221
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,021,629
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,015,353
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BARATZ & ASSOCIATES P.A.
Accountancy firm EIN2013-12-31222212404
2009 : LOCAL 360 401(K) AND SEVERANCE PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for LOCAL 360 401(K) AND SEVERANCE PLAN

2023: LOCAL 360 401(K) AND SEVERANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedYes
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LOCAL 360 401(K) AND SEVERANCE PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOCAL 360 401(K) AND SEVERANCE PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOCAL 360 401(K) AND SEVERANCE PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOCAL 360 401(K) AND SEVERANCE PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOCAL 360 401(K) AND SEVERANCE PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOCAL 360 401(K) AND SEVERANCE PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOCAL 360 401(K) AND SEVERANCE PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOCAL 360 401(K) AND SEVERANCE PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 360 401(K) AND SEVERANCE PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 360 401(K) AND SEVERANCE PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 360 401(K) AND SEVERANCE PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number932628-000
Policy instance 1
Insurance contract or identification number932628-000
Number of Individuals Covered3050
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contracts of type 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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