401k Plan data: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN plan

KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 401k Plan overview

Plan Name	KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN
Plan identification number	002

KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

KIRK AND BLUM MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.

Company Name: KIRK AND BLUM MANUFACTURING COMPANY

Employer identification number (EIN): 310341570

NAIC Classification: 331310

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 EDWARD J. PRAJZNER
002 2014-01-01 EDWARD PRAJZNER EDWARD PRAJZNER 2015-10-15
002 2013-01-01 EDWARD PRAJZNER EDWARD PRAJZNER 2014-10-13
002 2012-01-01 RHONDA DUTLINGER
002 2011-01-01 RHONDA DUTLINGER
002 2009-01-01 BRIAN RUST

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	EDWARD J. PRAJZNER
002	2014-01-01	EDWARD PRAJZNER	EDWARD PRAJZNER	2015-10-15
002	2013-01-01	EDWARD PRAJZNER	EDWARD PRAJZNER	2014-10-13
002	2012-01-01	RHONDA DUTLINGER
002	2011-01-01	RHONDA DUTLINGER
002	2009-01-01	BRIAN RUST

Plan Statistics for KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN

401k plan membership statisitcs for KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN

Measure Date Value
2015: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 0
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 79
Number of other retired or separated participants entitled to future benefits 2014-01-01 94
Total of all active and inactive participants 2014-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 23
Total participants 2014-01-01 196
2013: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 200
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 24
Number of retired or separated participants receiving benefits 2013-01-01 76
Number of other retired or separated participants entitled to future benefits 2013-01-01 77
Total of all active and inactive participants 2013-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 22
Total participants 2013-01-01 199
2012: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 74
Number of other retired or separated participants entitled to future benefits 2012-01-01 88
Total of all active and inactive participants 2012-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 19
Total participants 2012-01-01 200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 25
Number of retired or separated participants receiving benefits 2011-01-01 66
Number of other retired or separated participants entitled to future benefits 2011-01-01 97
Total of all active and inactive participants 2011-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 18
Total participants 2011-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 56
Number of retired or separated participants receiving benefits 2009-01-01 62
Number of other retired or separated participants entitled to future benefits 2009-01-01 81
Total of all active and inactive participants 2009-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 15
Total participants 2009-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2015: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	0
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	79
Number of other retired or separated participants entitled to future benefits	2014-01-01	94
Total of all active and inactive participants	2014-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	23
Total participants	2014-01-01	196
2013: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	200
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	24
Number of retired or separated participants receiving benefits	2013-01-01	76
Number of other retired or separated participants entitled to future benefits	2013-01-01	77
Total of all active and inactive participants	2013-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	22
Total participants	2013-01-01	199
2012: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	74
Number of other retired or separated participants entitled to future benefits	2012-01-01	88
Total of all active and inactive participants	2012-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	19
Total participants	2012-01-01	200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	25
Number of retired or separated participants receiving benefits	2011-01-01	66
Number of other retired or separated participants entitled to future benefits	2011-01-01	97
Total of all active and inactive participants	2011-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	18
Total participants	2011-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	56
Number of retired or separated participants receiving benefits	2009-01-01	62
Number of other retired or separated participants entitled to future benefits	2009-01-01	81
Total of all active and inactive participants	2009-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	15
Total participants	2009-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN

Measure	Date	Value
2015 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-337,678
Total unrealized appreciation/depreciation of assets	2015-12-31	$-337,678
Total transfer of assets from this plan	2015-12-31	$5,654,224
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	$24,470
Total income from all sources (including contributions)	2015-12-31	$7,735
Total loss/gain on sale of assets	2015-12-31	$101,908
Total of all expenses incurred	2015-12-31	$514,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$439,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$118,480
Value of total assets at end of year	2015-12-31	$0
Value of total assets at beginning of year	2015-12-31	$6,185,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$75,167
Total interest from all sources	2015-12-31	$7,138
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$112,113
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	$112,113
Administrative expenses professional fees incurred	2015-12-31	$68,805
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
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
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	$1,365
Administrative expenses (other) incurred	2015-12-31	$6,362
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$24,470
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	$9,718
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
Value of net income/loss	2015-12-31	$-506,995
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,161,219
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
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,741,031
Income. Interest from US Government securities	2015-12-31	$7,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$172,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$172,700
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$13
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$155,831
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$5,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$118,480
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$105,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$439,563
Did the plan have assets held for investment	2015-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	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	Yes
Aggregate proceeds on sale of assets	2015-12-31	$8,232,449
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$8,130,541
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	MARCUM LLP
Accountancy firm EIN	2015-12-31	111986323
2014 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-6,299
Total unrealized appreciation/depreciation of assets	2014-12-31	$-6,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$24,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$11,298
Total income from all sources (including contributions)	2014-12-31	$538,669
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$497,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$422,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$331,814
Value of total assets at end of year	2014-12-31	$6,185,689
Value of total assets at beginning of year	2014-12-31	$6,131,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$74,448
Total interest from all sources	2014-12-31	$7,139
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$131,814
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	$131,814
Administrative expenses professional fees incurred	2014-12-31	$34,768
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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
Participant contributions at beginning of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,365
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$12,019
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$10,648
Liabilities. Value of operating payables at end of year	2014-12-31	$24,470
Liabilities. Value of operating payables at beginning of year	2014-12-31	$11,298
Total non interest bearing cash at end of year	2014-12-31	$9,718
Total non interest bearing cash at beginning of year	2014-12-31	$5,927
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
Value of net income/loss	2014-12-31	$41,271
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,161,219
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,119,948
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
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$29,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,741,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,596,522
Income. Interest from US Government securities	2014-12-31	$7,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$172,700
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$190,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$190,495
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$14
Asset value of US Government securities at end of year	2014-12-31	$155,831
Asset value of US Government securities at beginning of year	2014-12-31	$162,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$74,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$331,814
Employer contributions (assets) at end of year	2014-12-31	$105,044
Employer contributions (assets) at beginning of year	2014-12-31	$164,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$422,950
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	$1,408,753
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$1,408,753
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	MARCUM LLP
Accountancy firm EIN	2014-12-31	111986323
2013 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-6,515
Total unrealized appreciation/depreciation of assets	2013-12-31	$-6,515
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$11,298
Total income from all sources (including contributions)	2013-12-31	$989,155
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$469,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$401,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$321,624
Value of total assets at end of year	2013-12-31	$6,131,246
Value of total assets at beginning of year	2013-12-31	$5,600,525
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$68,054
Total interest from all sources	2013-12-31	$7,126
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$115,552
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	$115,552
Administrative expenses professional fees incurred	2013-12-31	$34,885
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	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	$12,019
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$8,392
Other income not declared elsewhere	2013-12-31	$3,673
Liabilities. Value of operating payables at end of year	2013-12-31	$11,298
Total non interest bearing cash at end of year	2013-12-31	$5,927
Total non interest bearing cash at beginning of year	2013-12-31	$17,600
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
Value of net income/loss	2013-12-31	$519,423
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,119,948
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,600,525
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
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,596,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,215,575
Income. Interest from US Government securities	2013-12-31	$7,125
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$190,495
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$138,450
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$138,450
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1
Asset value of US Government securities at end of year	2013-12-31	$162,129
Asset value of US Government securities at beginning of year	2013-12-31	$168,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$547,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$321,624
Employer contributions (assets) at end of year	2013-12-31	$164,154
Employer contributions (assets) at beginning of year	2013-12-31	$51,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$401,678
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$0
Contract administrator fees	2013-12-31	$33,169
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	$1,373,901
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$1,373,901
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	MARCUM LLP
Accountancy firm EIN	2013-12-31	111986323
2012 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$-3,135
Total unrealized appreciation/depreciation of assets	2012-12-31	$-3,135
Total income from all sources (including contributions)	2012-12-31	$878,756
Total loss/gain on sale of assets	2012-12-31	$4,730
Total of all expenses incurred	2012-12-31	$422,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$366,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$219,464
Value of total assets at end of year	2012-12-31	$5,600,525
Value of total assets at beginning of year	2012-12-31	$5,144,518
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$56,568
Total interest from all sources	2012-12-31	$21,546
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$122,683
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	$122,683
Administrative expenses professional fees incurred	2012-12-31	$31,108
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
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
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$8,392
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$5,016
Other income not declared elsewhere	2012-12-31	$3,375
Administrative expenses (other) incurred	2012-12-31	$25,586
Total non interest bearing cash at end of year	2012-12-31	$17,600
Total non interest bearing cash at beginning of year	2012-12-31	$13,546
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	$456,007
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,600,525
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$5,144,518
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
Investment advisory and management fees	2012-12-31	$-126
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,215,575
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,172,289
Income. Interest from US Government securities	2012-12-31	$7,125
Income. Interest from corporate debt instruments	2012-12-31	$14,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$138,450
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$309,522
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$309,522
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$0
Asset value of US Government securities at end of year	2012-12-31	$168,644
Asset value of US Government securities at beginning of year	2012-12-31	$171,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$510,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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
Contributions received in cash from employer	2012-12-31	$219,464
Employer contributions (assets) at end of year	2012-12-31	$51,864
Employer contributions (assets) at beginning of year	2012-12-31	$124,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$366,181
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$347,710
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
Aggregate proceeds on sale of assets	2012-12-31	$2,305,908
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$2,301,178
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	RIPPE & KINGTON CO PSC
Accountancy firm EIN	2012-12-31	311192250
2011 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-158,981
Total unrealized appreciation/depreciation of assets	2011-12-31	$-158,981
Total income from all sources (including contributions)	2011-12-31	$188,222
Total loss/gain on sale of assets	2011-12-31	$99,120
Total of all expenses incurred	2011-12-31	$354,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$309,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$355,719
Value of total assets at end of year	2011-12-31	$5,144,518
Value of total assets at beginning of year	2011-12-31	$5,310,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$44,869
Total interest from all sources	2011-12-31	$28,871
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$90,340
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	$90,340
Administrative expenses professional fees incurred	2011-12-31	$22,050
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$126,251
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,016
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$9,827
Administrative expenses (other) incurred	2011-12-31	$23,028
Total non interest bearing cash at end of year	2011-12-31	$13,546
Total non interest bearing cash at beginning of year	2011-12-31	$966
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	$-166,302
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$5,144,518
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,310,820
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
Investment advisory and management fees	2011-12-31	$-209
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,172,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,265,097
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$7,270
Income. Interest from corporate debt instruments	2011-12-31	$21,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$309,522
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$673,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$673,636
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Asset value of US Government securities at end of year	2011-12-31	$171,779
Asset value of US Government securities at beginning of year	2011-12-31	$497,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-226,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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
Contributions received in cash from employer	2011-12-31	$355,719
Employer contributions (assets) at end of year	2011-12-31	$124,656
Employer contributions (assets) at beginning of year	2011-12-31	$166,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$309,655
Asset. Corporate debt instrument debt (other) at end of year	2011-12-31	$347,710
Asset. Corporate debt instrument debt (other) at beginning of year	2011-12-31	$571,066
Contract administrator fees	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$2,338,791
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$2,239,671
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	RIPPE & KINGTON CO PSC
Accountancy firm EIN	2011-12-31	311192250
2010 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$28,993
Total unrealized appreciation/depreciation of assets	2010-12-31	$28,993
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$841,384
Total loss/gain on sale of assets	2010-12-31	$-5,814
Total of all expenses incurred	2010-12-31	$321,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$287,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$341,563
Value of total assets at end of year	2010-12-31	$5,310,820
Value of total assets at beginning of year	2010-12-31	$4,791,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$34,170
Total interest from all sources	2010-12-31	$60,083
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$53,081
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	$53,081
Administrative expenses professional fees incurred	2010-12-31	$16,750
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$126,251
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$109,975
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$9,827
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$14,507
Other income not declared elsewhere	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$966
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	$519,620
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,310,820
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,791,200
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
Investment advisory and management fees	2010-12-31	$17,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,265,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,883,058
Interest earned on other investments	2010-12-31	$0
Income. Interest from US Government securities	2010-12-31	$21,280
Income. Interest from corporate debt instruments	2010-12-31	$38,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$673,636
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$269,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$269,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12
Asset value of US Government securities at end of year	2010-12-31	$497,614
Asset value of US Government securities at beginning of year	2010-12-31	$685,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$363,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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
Contributions received in cash from employer	2010-12-31	$341,563
Employer contributions (assets) at end of year	2010-12-31	$166,363
Employer contributions (assets) at beginning of year	2010-12-31	$52,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$287,594
Asset. Corporate debt instrument debt (other) at end of year	2010-12-31	$571,066
Asset. Corporate debt instrument debt (other) at beginning of year	2010-12-31	$776,118
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	$678,067
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$683,881
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	RIPPE & KINGTON CO PSC
Accountancy firm EIN	2010-12-31	311192250
2009 : KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 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

Form 5500 Responses for KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN

2015: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	Yes
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: KIRK AND BLUM MANUFACTURING COMPANY SHEET METAL WORKERS LOCAL UNION 183 PENSION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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KIRK AND COMPANY JEWELERS SOCA BENEFIT PLAN [EIN = 421712361]

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Company Name:	KIRK AND BLUM MANUFACTURING COMPANY
Employer identification number (EIN):	310341570
NAIC Classification:	331310