TRUSTEES OF SOFT DRINK INDUSTRY PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN
401k plan membership statisitcs for SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN
Measure | Date | Value |
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2013: SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1,287 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 0 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
Number of employers contributing to the scheme | 2013-01-01 | 0 |
2012: SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 1,008 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 976 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 271 |
Total of all active and inactive participants | 2012-01-01 | 1,254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 33 |
Total participants | 2012-01-01 | 1,287 |
Number of participants with account balances | 2012-01-01 | 308 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
Number of employers contributing to the scheme | 2012-01-01 | 0 |
2011: SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 1,183 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 267 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 712 |
Total of all active and inactive participants | 2011-01-01 | 979 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 29 |
Total participants | 2011-01-01 | 1,008 |
Number of participants with account balances | 2011-01-01 | 313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 78 |
Number of employers contributing to the scheme | 2011-01-01 | 1 |
2010: SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 1,454 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 743 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 23 |
Total of all active and inactive participants | 2010-01-01 | 1,144 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 39 |
Total participants | 2010-01-01 | 1,183 |
Number of participants with account balances | 2010-01-01 | 233 |
Number of employers contributing to the scheme | 2010-01-01 | 5 |
2009: SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 1,477 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 678 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 737 |
Total of all active and inactive participants | 2009-01-01 | 1,415 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 39 |
Total participants | 2009-01-01 | 1,454 |
Number of participants with account balances | 2009-01-01 | 1,454 |
Number of employers contributing to the scheme | 2009-01-01 | 5 |
Measure | Date | Value |
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2013 : SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2013 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $32,070 |
Total income from all sources (including contributions) | 2013-12-31 | $611 |
Total of all expenses incurred | 2013-12-31 | $1,371,599 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,292,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $90 |
Value of total assets at end of year | 2013-12-31 | $0 |
Value of total assets at beginning of year | 2013-12-31 | $1,403,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $79,569 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $0 |
Administrative expenses professional fees incurred | 2013-12-31 | $35,180 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,604 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $31,133 |
Administrative expenses (other) incurred | 2013-12-31 | $30,244 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $937 |
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 | $-1,370,988 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,370,988 |
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 |
Investment advisory and management fees | 2013-12-31 | $14,145 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,401,454 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $521 |
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 | $90 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,292,030 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2013-12-31 | 320043599 |
2012 : SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2012 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $32,070 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $59,187 |
Total income from all sources (including contributions) | 2012-12-31 | $2,146 |
Total of all expenses incurred | 2012-12-31 | $270,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $251,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $107 |
Value of total assets at end of year | 2012-12-31 | $1,403,058 |
Value of total assets at beginning of year | 2012-12-31 | $1,698,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $19,421 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2012-12-31 | $0 |
Administrative expenses professional fees incurred | 2012-12-31 | $13,575 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,604 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,092 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $31,133 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $58,114 |
Administrative expenses (other) incurred | 2012-12-31 | $2,478 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $937 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,073 |
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 | $-268,305 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,370,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,639,293 |
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 | $3,368 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,401,454 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,696,347 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $2,039 |
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 | $107 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $41 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $251,030 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2012-12-31 | 320043599 |
2011 : SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $59,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $40,960 |
Total income from all sources (including contributions) | 2011-12-31 | $4,487 |
Total of all expenses incurred | 2011-12-31 | $348,797 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $328,723 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,947 |
Value of total assets at end of year | 2011-12-31 | $1,698,480 |
Value of total assets at beginning of year | 2011-12-31 | $2,024,563 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $20,074 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $13,850 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,092 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,577 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $58,114 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $39,842 |
Administrative expenses (other) incurred | 2011-12-31 | $1,919 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,073 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,118 |
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 | $-344,310 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,639,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,983,603 |
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 | $4,305 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,696,347 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $2,022,388 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $2,540 |
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 | $1,947 |
Employer contributions (assets) at end of year | 2011-12-31 | $41 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $328,723 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $118 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2011-12-31 | 320043599 |
2010 : SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2010 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $40,960 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $35,441 |
Total income from all sources (including contributions) | 2010-12-31 | $17,828 |
Total of all expenses incurred | 2010-12-31 | $2,845,594 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,822,772 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,648 |
Value of total assets at end of year | 2010-12-31 | $2,024,563 |
Value of total assets at beginning of year | 2010-12-31 | $4,846,810 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $22,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $10,540 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,577 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $3,289 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $39,842 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $25,000 |
Other income not declared elsewhere | 2010-12-31 | $3,806 |
Administrative expenses (other) incurred | 2010-12-31 | $4,062 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,118 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $10,441 |
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 | $-2,827,766 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,983,603 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,811,369 |
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 | $8,220 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $2,022,388 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $4,837,191 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $4,374 |
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 | $9,648 |
Employer contributions (assets) at end of year | 2010-12-31 | $480 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $2,975 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,822,772 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $118 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $3,355 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | LEGACY PROFESSIONALS LLP |
Accountancy firm EIN | 2010-12-31 | 320043599 |
2009 : SOFT DRINK INDUSTRY - LOCAL UNION NO. 744 INDIVIDUAL ACCOUNT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |