TRUSTEES OF THE STOVE,FURNACE,APPLIANCE,& ENAMEL WORKERS PENSION PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN
401k plan membership statisitcs for STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN
| Measure | Date | Value |
|---|
| 2023: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 707 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 131 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 178 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 347 |
| Total of all active and inactive participants | 2023-01-01 | 656 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 35 |
| Total participants | 2023-01-01 | 691 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 6 |
| Number of employers contributing to the scheme | 2023-01-01 | 3 |
| 2022: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-12-31 | 12,780,139 |
| Acturial value of assets for funding standard account | 2022-12-31 | 12,780,139 |
| Accrued liabiliy under entry age normal method | 2022-12-31 | 11,125,156 |
| Normal cost under entry age normal method | 2022-12-31 | 95,000 |
| Accrued liability under unit credit cost method | 2022-12-31 | 11,217,458 |
| RPA 94 current liability | 2022-12-31 | 21,186,149 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-12-31 | 95,000 |
| Expected release from RPA 94 current liability for plan year | 2022-12-31 | 497,964 |
| Expected plan disbursements for the plan year | 2022-12-31 | 497,964 |
| Current value of assets | 2022-12-31 | 12,780,139 |
| Number of retired participants and beneficiaries receiving payment | 2022-12-31 | 194 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-12-31 | 6,350,664 |
| Number of terminated vested participants | 2022-12-31 | 347 |
| Current liability for terminated vested participants | 2022-12-31 | 8,563,098 |
| Current liability for active participants non vested benefits | 2022-12-31 | 78,725 |
| Current liability for active participants vested benefits | 2022-12-31 | 6,193,662 |
| Total number of active articipats | 2022-12-31 | 183 |
| Current liability for active participants | 2022-12-31 | 6,272,387 |
| Total participant count with liabilities | 2022-12-31 | 724 |
| Total current liabilitoes for participants with libailities | 2022-12-31 | 21,186,149 |
| Total employer contributions in plan year | 2022-12-31 | 180,067 |
| Total employee contributions in plan year | 2022-12-31 | 0 |
| Prior year funding deficiency | 2022-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-12-31 | 0 |
| Prior year credit balance | 2022-12-31 | 522,162 |
| Total participants, beginning-of-year | 2022-01-01 | 724 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 160 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 168 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 344 |
| Total of all active and inactive participants | 2022-01-01 | 672 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 35 |
| Total participants | 2022-01-01 | 707 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 10 |
| Number of employers contributing to the scheme | 2022-01-01 | 3 |
| 2021: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2021 401k membership |
|---|
| Current value of assets | 2021-12-31 | 11,714,108 |
| Acturial value of assets for funding standard account | 2021-12-31 | 11,714,108 |
| Accrued liabiliy under entry age normal method | 2021-12-31 | 10,996,971 |
| Normal cost under entry age normal method | 2021-12-31 | 95,000 |
| Accrued liability under unit credit cost method | 2021-12-31 | 11,130,492 |
| RPA 94 current liability | 2021-12-31 | 20,741,556 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-12-31 | 95,000 |
| Expected release from RPA 94 current liability for plan year | 2021-12-31 | 492,060 |
| Expected plan disbursements for the plan year | 2021-12-31 | 492,060 |
| Current value of assets | 2021-12-31 | 11,714,108 |
| Number of retired participants and beneficiaries receiving payment | 2021-12-31 | 193 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-12-31 | 6,140,927 |
| Number of terminated vested participants | 2021-12-31 | 326 |
| Current liability for terminated vested participants | 2021-12-31 | 7,683,995 |
| Current liability for active participants non vested benefits | 2021-12-31 | 189,191 |
| Current liability for active participants vested benefits | 2021-12-31 | 6,727,443 |
| Total number of active articipats | 2021-12-31 | 253 |
| Current liability for active participants | 2021-12-31 | 6,916,634 |
| Total participant count with liabilities | 2021-12-31 | 772 |
| Total current liabilitoes for participants with libailities | 2021-12-31 | 20,741,556 |
| Total employer contributions in plan year | 2021-12-31 | 196,456 |
| Total employee contributions in plan year | 2021-12-31 | 0 |
| Prior year funding deficiency | 2021-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-12-31 | 48,956 |
| Prior year credit balance | 2021-12-31 | 299,010 |
| Total participants, beginning-of-year | 2021-01-01 | 772 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 183 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 160 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 347 |
| Total of all active and inactive participants | 2021-01-01 | 690 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 34 |
| Total participants | 2021-01-01 | 724 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 39 |
| Number of employers contributing to the scheme | 2021-01-01 | 3 |
| 2020: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2020 401k membership |
|---|
| Current value of assets | 2020-12-31 | 10,713,187 |
| Acturial value of assets for funding standard account | 2020-12-31 | 10,713,187 |
| Accrued liabiliy under entry age normal method | 2020-12-31 | 11,252,479 |
| Normal cost under entry age normal method | 2020-12-31 | 48,554 |
| Accrued liability under unit credit cost method | 2020-12-31 | 10,492,285 |
| RPA 94 current liability | 2020-12-31 | 20,111,812 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-12-31 | 160,017 |
| Expected release from RPA 94 current liability for plan year | 2020-12-31 | 495,625 |
| Expected plan disbursements for the plan year | 2020-12-31 | 495,625 |
| Current value of assets | 2020-12-31 | 10,713,187 |
| Number of retired participants and beneficiaries receiving payment | 2020-12-31 | 195 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-12-31 | 6,304,901 |
| Number of terminated vested participants | 2020-12-31 | 331 |
| Current liability for terminated vested participants | 2020-12-31 | 7,315,964 |
| Current liability for active participants non vested benefits | 2020-12-31 | 166,646 |
| Current liability for active participants vested benefits | 2020-12-31 | 6,324,301 |
| Total number of active articipats | 2020-12-31 | 283 |
| Current liability for active participants | 2020-12-31 | 6,490,947 |
| Total participant count with liabilities | 2020-12-31 | 809 |
| Total current liabilitoes for participants with libailities | 2020-12-31 | 20,111,812 |
| Total employer contributions in plan year | 2020-12-31 | 210,033 |
| Total employee contributions in plan year | 2020-12-31 | 0 |
| Prior year funding deficiency | 2020-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-12-31 | 172,031 |
| Prior year credit balance | 2020-12-31 | 248,674 |
| Total participants, beginning-of-year | 2020-01-01 | 809 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 253 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 159 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 326 |
| Total of all active and inactive participants | 2020-01-01 | 738 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 34 |
| Total participants | 2020-01-01 | 772 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 57 |
| Number of employers contributing to the scheme | 2020-01-01 | 3 |
| 2019: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2019 401k membership |
|---|
| Current value of assets | 2019-12-31 | 9,245,810 |
| Acturial value of assets for funding standard account | 2019-12-31 | 9,245,810 |
| Accrued liabiliy under entry age normal method | 2019-12-31 | 11,762,999 |
| Normal cost under entry age normal method | 2019-12-31 | 83,287 |
| Accrued liability under unit credit cost method | 2019-12-31 | 10,919,059 |
| RPA 94 current liability | 2019-12-31 | 21,037,354 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-12-31 | 253,767 |
| Expected release from RPA 94 current liability for plan year | 2019-12-31 | 498,261 |
| Expected plan disbursements for the plan year | 2019-12-31 | 498,261 |
| Current value of assets | 2019-12-31 | 9,245,810 |
| Number of retired participants and beneficiaries receiving payment | 2019-12-31 | 194 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-12-31 | 6,623,131 |
| Number of terminated vested participants | 2019-12-31 | 353 |
| Current liability for terminated vested participants | 2019-12-31 | 7,964,126 |
| Current liability for active participants non vested benefits | 2019-12-31 | 203,760 |
| Current liability for active participants vested benefits | 2019-12-31 | 6,246,337 |
| Total number of active articipats | 2019-12-31 | 294 |
| Current liability for active participants | 2019-12-31 | 6,450,097 |
| Total participant count with liabilities | 2019-12-31 | 841 |
| Total current liabilitoes for participants with libailities | 2019-12-31 | 21,037,354 |
| Total employer contributions in plan year | 2019-12-31 | 217,110 |
| Total employee contributions in plan year | 2019-12-31 | 0 |
| Value in reduction in liability resulting from the reduction in benefits | 2019-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-12-31 | 572,015 |
| Prior year credit balance | 2019-12-31 | 595,027 |
| Total participants, beginning-of-year | 2019-01-01 | 841 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 283 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 161 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 331 |
| Total of all active and inactive participants | 2019-01-01 | 775 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 34 |
| Total participants | 2019-01-01 | 809 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 44 |
| Number of employers contributing to the scheme | 2019-01-01 | 3 |
| 2018: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2018 401k membership |
|---|
| Current value of assets | 2018-12-31 | 10,361,569 |
| Acturial value of assets for funding standard account | 2018-12-31 | 10,361,569 |
| Accrued liabiliy under entry age normal method | 2018-12-31 | 11,476,214 |
| Normal cost under entry age normal method | 2018-12-31 | 88,434 |
| Accrued liability under unit credit cost method | 2018-12-31 | 10,670,241 |
| RPA 94 current liability | 2018-12-31 | 21,221,788 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-12-31 | 268,761 |
| Expected release from RPA 94 current liability for plan year | 2018-12-31 | 495,720 |
| Expected plan disbursements for the plan year | 2018-12-31 | 495,720 |
| Current value of assets | 2018-12-31 | 10,361,569 |
| Number of retired participants and beneficiaries receiving payment | 2018-12-31 | 194 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-12-31 | 6,492,136 |
| Number of terminated vested participants | 2018-12-31 | 356 |
| Current liability for terminated vested participants | 2018-12-31 | 8,389,872 |
| Current liability for active participants non vested benefits | 2018-12-31 | 136,765 |
| Current liability for active participants vested benefits | 2018-12-31 | 6,203,015 |
| Total number of active articipats | 2018-12-31 | 316 |
| Current liability for active participants | 2018-12-31 | 6,339,780 |
| Total participant count with liabilities | 2018-12-31 | 866 |
| Total current liabilitoes for participants with libailities | 2018-12-31 | 21,221,788 |
| Total employer contributions in plan year | 2018-12-31 | 190,139 |
| Total employee contributions in plan year | 2018-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-12-31 | 382,285 |
| Prior year credit balance | 2018-12-31 | 753,364 |
| Total participants, beginning-of-year | 2018-01-01 | 866 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 261 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 159 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 386 |
| Total of all active and inactive participants | 2018-01-01 | 806 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 35 |
| Total participants | 2018-01-01 | 841 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 59 |
| Number of employers contributing to the scheme | 2018-01-01 | 3 |
| 2017: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2017 401k membership |
|---|
| Current value of assets | 2017-12-31 | 9,204,222 |
| Acturial value of assets for funding standard account | 2017-12-31 | 9,392,031 |
| Accrued liabiliy under entry age normal method | 2017-12-31 | 10,893,618 |
| Normal cost under entry age normal method | 2017-12-31 | 81,171 |
| Accrued liability under unit credit cost method | 2017-12-31 | 10,110,084 |
| RPA 94 current liability | 2017-12-31 | 19,256,981 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-12-31 | 263,961 |
| Expected release from RPA 94 current liability for plan year | 2017-12-31 | 452,419 |
| Expected plan disbursements for the plan year | 2017-12-31 | 452,419 |
| Current value of assets | 2017-12-31 | 9,204,222 |
| Number of retired participants and beneficiaries receiving payment | 2017-12-31 | 177 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-12-31 | 5,673,710 |
| Number of terminated vested participants | 2017-12-31 | 357 |
| Current liability for terminated vested participants | 2017-12-31 | 6,783,746 |
| Current liability for active participants non vested benefits | 2017-12-31 | 123,942 |
| Current liability for active participants vested benefits | 2017-12-31 | 6,675,583 |
| Total number of active articipats | 2017-12-31 | 309 |
| Current liability for active participants | 2017-12-31 | 6,799,525 |
| Total participant count with liabilities | 2017-12-31 | 843 |
| Total current liabilitoes for participants with libailities | 2017-12-31 | 19,256,981 |
| Total employer contributions in plan year | 2017-12-31 | 209,719 |
| Total employee contributions in plan year | 2017-12-31 | 0 |
| Prior year funding deficiency | 2017-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-12-31 | 468,688 |
| Prior year credit balance | 2017-12-31 | 968,603 |
| Total participants, beginning-of-year | 2017-01-01 | 843 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 283 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 157 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 389 |
| Total of all active and inactive participants | 2017-01-01 | 829 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 37 |
| Total participants | 2017-01-01 | 866 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 44 |
| Number of employers contributing to the scheme | 2017-01-01 | 3 |
| 2016: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2016 401k membership |
|---|
| Current value of assets | 2016-12-31 | 8,796,928 |
| Acturial value of assets for funding standard account | 2016-12-31 | 9,172,546 |
| Accrued liabiliy under entry age normal method | 2016-12-31 | 9,704,902 |
| Normal cost under entry age normal method | 2016-12-31 | 67,824 |
| Accrued liability under unit credit cost method | 2016-12-31 | 9,028,518 |
| RPA 94 current liability | 2016-12-31 | 19,547,258 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-12-31 | 97,545 |
| Expected release from RPA 94 current liability for plan year | 2016-12-31 | 435,000 |
| Expected plan disbursements for the plan year | 2016-12-31 | 435,000 |
| Current value of assets | 2016-12-31 | 8,796,928 |
| Number of retired participants and beneficiaries receiving payment | 2016-12-31 | 166 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-12-31 | 5,732,324 |
| Number of terminated vested participants | 2016-12-31 | 354 |
| Current liability for terminated vested participants | 2016-12-31 | 6,513,231 |
| Current liability for active participants non vested benefits | 2016-12-31 | 102,029 |
| Current liability for active participants vested benefits | 2016-12-31 | 7,199,674 |
| Total number of active articipats | 2016-12-31 | 314 |
| Current liability for active participants | 2016-12-31 | 7,301,703 |
| Total participant count with liabilities | 2016-12-31 | 834 |
| Total current liabilitoes for participants with libailities | 2016-12-31 | 19,547,258 |
| Total employer contributions in plan year | 2016-12-31 | 196,095 |
| Total employee contributions in plan year | 2016-12-31 | 0 |
| Prior year funding deficiency | 2016-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-12-31 | 313,054 |
| Prior year credit balance | 2016-12-31 | 1,025,434 |
| Total participants, beginning-of-year | 2016-01-01 | 834 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 268 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 143 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 398 |
| Total of all active and inactive participants | 2016-01-01 | 809 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 34 |
| Total participants | 2016-01-01 | 843 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 36 |
| Number of employers contributing to the scheme | 2016-01-01 | 3 |
| 2015: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2015 401k membership |
|---|
| Current value of assets | 2015-12-31 | 9,058,191 |
| Acturial value of assets for funding standard account | 2015-12-31 | 9,621,618 |
| Accrued liabiliy under entry age normal method | 2015-12-31 | 9,369,136 |
| Normal cost under entry age normal method | 2015-12-31 | 64,133 |
| Accrued liability under unit credit cost method | 2015-12-31 | 8,740,489 |
| RPA 94 current liability | 2015-12-31 | 17,299,561 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-12-31 | 93,766 |
| Expected release from RPA 94 current liability for plan year | 2015-12-31 | 407,088 |
| Expected plan disbursements for the plan year | 2015-12-31 | 407,088 |
| Current value of assets | 2015-12-31 | 9,058,191 |
| Number of retired participants and beneficiaries receiving payment | 2015-12-31 | 153 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-12-31 | 4,854,686 |
| Number of terminated vested participants | 2015-12-31 | 348 |
| Current liability for terminated vested participants | 2015-12-31 | 5,515,371 |
| Current liability for active participants non vested benefits | 2015-12-31 | 97,513 |
| Current liability for active participants vested benefits | 2015-12-31 | 6,831,991 |
| Total number of active articipats | 2015-12-31 | 318 |
| Current liability for active participants | 2015-12-31 | 6,929,504 |
| Total participant count with liabilities | 2015-12-31 | 819 |
| Total current liabilitoes for participants with libailities | 2015-12-31 | 17,299,561 |
| Total employer contributions in plan year | 2015-12-31 | 201,151 |
| Total employee contributions in plan year | 2015-12-31 | 0 |
| Prior year funding deficiency | 2015-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-12-31 | 168,056 |
| Prior year credit balance | 2015-12-31 | 928,960 |
| Total participants, beginning-of-year | 2015-01-01 | 819 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 273 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 136 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 395 |
| Total of all active and inactive participants | 2015-01-01 | 804 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 30 |
| Total participants | 2015-01-01 | 834 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 33 |
| Number of employers contributing to the scheme | 2015-01-01 | 3 |
| 2014: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2014 401k membership |
|---|
| Current value of assets | 2014-12-31 | 8,873,670 |
| Acturial value of assets for funding standard account | 2014-12-31 | 9,624,906 |
| Accrued liabiliy under entry age normal method | 2014-12-31 | 8,608,728 |
| Normal cost under entry age normal method | 2014-12-31 | 46,979 |
| Accrued liability under unit credit cost method | 2014-12-31 | 8,071,057 |
| RPA 94 current liability | 2014-12-31 | 17,275,817 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-12-31 | 74,387 |
| Expected plan disbursements for the plan year | 2014-12-31 | 390,660 |
| Current value of assets | 2014-12-31 | 8,873,670 |
| Number of retired participants and beneficiaries receiving payment | 2014-12-31 | 144 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-12-31 | 4,783,573 |
| Number of terminated vested participants | 2014-12-31 | 354 |
| Current liability for terminated vested participants | 2014-12-31 | 5,505,588 |
| Current liability for active participants non vested benefits | 2014-12-31 | 75,528 |
| Current liability for active participants vested benefits | 2014-12-31 | 6,911,128 |
| Total number of active articipats | 2014-12-31 | 283 |
| Current liability for active participants | 2014-12-31 | 6,986,656 |
| Total participant count with liabilities | 2014-12-31 | 781 |
| Total current liabilitoes for participants with libailities | 2014-12-31 | 17,275,817 |
| Total employer contributions in plan year | 2014-12-31 | 178,486 |
| Total employee contributions in plan year | 2014-12-31 | 0 |
| Prior year funding deficiency | 2014-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-12-31 | 0 |
| Prior year credit balance | 2014-12-31 | 693,215 |
| Total participants, beginning-of-year | 2014-01-01 | 781 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 264 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 124 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 402 |
| Total of all active and inactive participants | 2014-01-01 | 790 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 29 |
| Total participants | 2014-01-01 | 819 |
| Number of employers contributing to the scheme | 2014-01-01 | 3 |
| 2013: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2013 401k membership |
|---|
| Current value of assets | 2013-12-31 | 7,518,590 |
| Acturial value of assets for funding standard account | 2013-12-31 | 8,457,635 |
| Accrued liabiliy under entry age normal method | 2013-12-31 | 8,260,302 |
| Normal cost under entry age normal method | 2013-12-31 | 44,041 |
| Accrued liability under unit credit cost method | 2013-12-31 | 7,783,985 |
| RPA 94 current liability | 2013-12-31 | 16,518,207 |
| Expected increase in current liability due to benefits accruing during the plan year | 2013-12-31 | 14,858 |
| Expected plan disbursements for the plan year | 2013-12-31 | 354,982 |
| Current value of assets | 2013-12-31 | 7,518,590 |
| Number of retired participants and beneficiaries receiving payment | 2013-12-31 | 135 |
| Current liability for retired participants and beneficiaries receiving payment | 2013-12-31 | 4,457,779 |
| Number of terminated vested participants | 2013-12-31 | 356 |
| Current liability for terminated vested participants | 2013-12-31 | 5,083,883 |
| Current liability for active participants non vested benefits | 2013-12-31 | 39,802 |
| Current liability for active participants vested benefits | 2013-12-31 | 6,936,743 |
| Total number of active articipats | 2013-12-31 | 276 |
| Current liability for active participants | 2013-12-31 | 6,976,545 |
| Total participant count with liabilities | 2013-12-31 | 767 |
| Total current liabilitoes for participants with libailities | 2013-12-31 | 16,518,207 |
| Total employer contributions in plan year | 2013-12-31 | 161,185 |
| Total employee contributions in plan year | 2013-12-31 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2013-12-31 | 102,901 |
| Prior year credit balance | 2013-12-31 | 593,104 |
| Total participants, beginning-of-year | 2013-01-01 | 767 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 226 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 114 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 411 |
| Total of all active and inactive participants | 2013-01-01 | 751 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 30 |
| Total participants | 2013-01-01 | 781 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
| Number of employers contributing to the scheme | 2013-01-01 | 3 |
| 2012: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 768 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 219 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 104 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 413 |
| Total of all active and inactive participants | 2012-01-01 | 736 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 31 |
| Total participants | 2012-01-01 | 767 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 16 |
| Number of employers contributing to the scheme | 2012-01-01 | 3 |
| 2011: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 750 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 220 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 99 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 416 |
| Total of all active and inactive participants | 2011-01-01 | 735 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 33 |
| Total participants | 2011-01-01 | 768 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 13 |
| Number of employers contributing to the scheme | 2011-01-01 | 3 |
| 2009: STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 732 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 194 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 91 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 409 |
| Total of all active and inactive participants | 2009-01-01 | 694 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 39 |
| Total participants | 2009-01-01 | 733 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
| Number of employers contributing to the scheme | 2009-01-01 | 3 |
| Measure | Date | Value |
|---|
| 2023 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,841,275 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $686,967 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $565,873 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $162,828 |
| Value of total assets at end of year | 2023-12-31 | $11,831,264 |
| Value of total assets at beginning of year | 2023-12-31 | $10,676,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $121,094 |
| Total interest from all sources | 2023-12-31 | $126,400 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $331,973 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $331,973 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $700,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $5,433 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $4,180 |
| Administrative expenses (other) incurred | 2023-12-31 | $30,736 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,154,308 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $11,831,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $10,676,956 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $24,148 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,822,826 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,270,779 |
| Interest earned on other investments | 2023-12-31 | $126,400 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $2,989,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $3,385,210 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,220,074 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $162,828 |
| Employer contributions (assets) at end of year | 2023-12-31 | $13,878 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $16,787 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $565,873 |
| Contract administrator fees | 2023-12-31 | $33,000 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | GRABEL,SCHNIEDERS,HOLLMAN & CO. PC |
| Accountancy firm EIN | 2023-12-31 | 431171178 |
| 2022 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-1,459,631 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $636,552 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $516,931 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $180,067 |
| Value of total assets at end of year | 2022-12-31 | $10,676,956 |
| Value of total assets at beginning of year | 2022-12-31 | $12,773,139 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $119,621 |
| Total interest from all sources | 2022-12-31 | $140,229 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $98,637 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $98,637 |
| Administrative expenses professional fees incurred | 2022-12-31 | $20,306 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $700,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $4,180 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $4,043 |
| Administrative expenses (other) incurred | 2022-12-31 | $28,604 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-2,096,183 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $10,676,956 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $12,773,139 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $37,711 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,270,779 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,050,706 |
| Interest earned on other investments | 2022-12-31 | $140,229 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $3,385,210 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $3,687,862 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,878,564 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $180,067 |
| Employer contributions (assets) at end of year | 2022-12-31 | $16,787 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $30,528 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $516,931 |
| Contract administrator fees | 2022-12-31 | $33,000 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | GRABEL,SCHNIEDERS,HOLLMAN & CO. PC |
| Accountancy firm EIN | 2022-12-31 | 431171178 |
| 2021 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $7,000 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,693,667 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $634,636 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $513,571 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $196,456 |
| Value of total assets at end of year | 2021-12-31 | $12,773,139 |
| Value of total assets at beginning of year | 2021-12-31 | $11,721,108 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $121,065 |
| Total interest from all sources | 2021-12-31 | $151,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $500,449 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $500,449 |
| Administrative expenses professional fees incurred | 2021-12-31 | $19,348 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $700,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $4,043 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $3,755 |
| Administrative expenses (other) incurred | 2021-12-31 | $29,035 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $7,000 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,059,031 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $12,773,139 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,714,108 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $39,682 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,050,706 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,705,408 |
| Interest earned on other investments | 2021-12-31 | $151,914 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $3,687,862 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $3,992,744 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $844,848 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $196,456 |
| Employer contributions (assets) at end of year | 2021-12-31 | $30,528 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $19,201 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $513,571 |
| Contract administrator fees | 2021-12-31 | $33,000 |
| Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | GRABEL,SCHNIEDERS,HOLLMAN & CO. PC |
| Accountancy firm EIN | 2021-12-31 | 431171178 |
| 2020 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $7,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,625,000 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $624,079 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $526,742 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $210,033 |
| Value of total assets at end of year | 2020-12-31 | $11,721,108 |
| Value of total assets at beginning of year | 2020-12-31 | $10,713,187 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $97,337 |
| Total interest from all sources | 2020-12-31 | $145,756 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $76,239 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $76,239 |
| Administrative expenses professional fees incurred | 2020-12-31 | $59,452 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $3,755 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $3,579 |
| Administrative expenses (other) incurred | 2020-12-31 | $29,102 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $7,000 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,000,921 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,714,108 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,713,187 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $8,783 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,705,408 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,436,197 |
| Interest earned on other investments | 2020-12-31 | $145,756 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $3,992,744 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $3,231,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,192,972 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $210,033 |
| Employer contributions (assets) at end of year | 2020-12-31 | $19,201 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $41,881 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $526,742 |
| Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MICHAEL CUMMINS CPA P.C. |
| Accountancy firm EIN | 2020-12-31 | 431555780 |
| 2019 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,090,625 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $623,248 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $531,423 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $217,110 |
| Value of total assets at end of year | 2019-12-31 | $10,713,187 |
| Value of total assets at beginning of year | 2019-12-31 | $9,245,810 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $91,825 |
| Total interest from all sources | 2019-12-31 | $125,811 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $284,577 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $284,577 |
| Administrative expenses professional fees incurred | 2019-12-31 | $58,256 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $3,579 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,242 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
| Administrative expenses (other) incurred | 2019-12-31 | $29,507 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,467,377 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,713,187 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,245,810 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $4,062 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,436,197 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,955,590 |
| Interest earned on other investments | 2019-12-31 | $125,811 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $3,231,530 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $2,271,626 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,463,127 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $217,110 |
| Employer contributions (assets) at end of year | 2019-12-31 | $41,881 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $15,352 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $531,423 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | MICHAEL CUMMINS CPA P.C. |
| Accountancy firm EIN | 2019-12-31 | 431555780 |
| 2018 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $11,883 |
| Total income from all sources (including contributions) | 2018-12-31 | $-475,772 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $639,987 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $544,017 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $190,139 |
| Value of total assets at end of year | 2018-12-31 | $9,245,810 |
| Value of total assets at beginning of year | 2018-12-31 | $10,373,452 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $95,970 |
| Total interest from all sources | 2018-12-31 | $106,288 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $432,625 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $432,625 |
| Administrative expenses professional fees incurred | 2018-12-31 | $63,473 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $3,242 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $3,168 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
| Administrative expenses (other) incurred | 2018-12-31 | $28,497 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $11,883 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,115,759 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,245,810 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,361,569 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $4,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,955,590 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,727,788 |
| Interest earned on other investments | 2018-12-31 | $106,288 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $2,271,626 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $2,624,876 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,204,824 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $190,139 |
| Employer contributions (assets) at end of year | 2018-12-31 | $15,352 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $17,620 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $544,017 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | MICHAEL CUMMINS CPA P.C. |
| Accountancy firm EIN | 2018-12-31 | 431555780 |
| 2017 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $11,883 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Expenses. Interest paid | 2017-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,735,809 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $578,462 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $485,698 |
| Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $209,719 |
| Value of total assets at end of year | 2017-12-31 | $10,373,452 |
| Value of total assets at beginning of year | 2017-12-31 | $9,204,222 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $92,764 |
| Total interest from all sources | 2017-12-31 | $118,142 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $353,328 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $353,328 |
| Administrative expenses professional fees incurred | 2017-12-31 | $60,698 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $3,168 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $3,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
| Administrative expenses (other) incurred | 2017-12-31 | $27,790 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $11,883 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Income. Non cash contributions | 2017-12-31 | $0 |
| Value of net income/loss | 2017-12-31 | $1,157,347 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,361,569 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,204,222 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $4,276 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,727,788 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,319,840 |
| Interest on participant loans | 2017-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
| Interest earned on other investments | 2017-12-31 | $118,142 |
| Income. Interest from US Government securities | 2017-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $2,624,876 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $2,865,078 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,054,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $209,719 |
| Employer contributions (assets) at end of year | 2017-12-31 | $17,620 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $16,174 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $485,698 |
| Contract administrator fees | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | RICE SULLIVAN,LLC |
| Accountancy firm EIN | 2017-12-31 | 463445349 |
| 2016 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Expenses. Interest paid | 2016-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $948,328 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $541,034 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $451,213 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of total corrective distributions | 2016-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $196,095 |
| Value of total assets at end of year | 2016-12-31 | $9,204,222 |
| Value of total assets at beginning of year | 2016-12-31 | $8,796,928 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $89,821 |
| Total interest from all sources | 2016-12-31 | $124,036 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $178,879 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $178,879 |
| Administrative expenses professional fees incurred | 2016-12-31 | $58,880 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $3,130 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $3,130 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
| Administrative expenses (other) incurred | 2016-12-31 | $26,691 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Income. Non cash contributions | 2016-12-31 | $0 |
| Value of net income/loss | 2016-12-31 | $407,294 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,204,222 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $8,796,928 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $4,250 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,319,840 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $5,966,643 |
| Interest on participant loans | 2016-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
| Interest earned on other investments | 2016-12-31 | $124,036 |
| Income. Interest from US Government securities | 2016-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $2,865,078 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,807,642 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $449,318 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $196,095 |
| Employer contributions (assets) at end of year | 2016-12-31 | $16,174 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $19,513 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $451,213 |
| Contract administrator fees | 2016-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | RICE SULLIVAN,LLC |
| Accountancy firm EIN | 2016-12-31 | 463445349 |
| 2015 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $0 |
| Total transfer of assets from this plan | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Expenses. Interest paid | 2015-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $263,265 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $531,814 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $437,092 |
| Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of total corrective distributions | 2015-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $200,677 |
| Value of total assets at end of year | 2015-12-31 | $8,796,928 |
| Value of total assets at beginning of year | 2015-12-31 | $9,065,477 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $94,722 |
| Total interest from all sources | 2015-12-31 | $137,555 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $258,187 |
| 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 | $258,187 |
| Administrative expenses professional fees incurred | 2015-12-31 | $61,148 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| 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 |
| Contributions received from participants | 2015-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $3,130 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $6,812 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $29,149 |
| 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 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Income. Non cash contributions | 2015-12-31 | $0 |
| Value of net income/loss | 2015-12-31 | $-268,549 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $8,796,928 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,065,477 |
| 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 |
| Investment advisory and management fees | 2015-12-31 | $4,425 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $5,966,643 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,041,610 |
| Interest on participant loans | 2015-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
| Interest earned on other investments | 2015-12-31 | $137,555 |
| Income. Interest from US Government securities | 2015-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,807,642 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $2,984,203 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-333,154 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $200,677 |
| Employer contributions (assets) at end of year | 2015-12-31 | $19,513 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $32,852 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $437,092 |
| Contract administrator fees | 2015-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | RICE SULLIVAN,LLC |
| Accountancy firm EIN | 2015-12-31 | 463445349 |
| 2014 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $0 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Expenses. Interest paid | 2014-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $676,057 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $490,960 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $402,040 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of total corrective distributions | 2014-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $178,961 |
| Value of total assets at end of year | 2014-12-31 | $9,065,477 |
| Value of total assets at beginning of year | 2014-12-31 | $8,880,380 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $88,920 |
| Total income from rents | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $140,011 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $289,462 |
| 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 | $289,462 |
| Administrative expenses professional fees incurred | 2014-12-31 | $66,212 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| 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 |
| Contributions received from participants | 2014-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $6,812 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $6,711 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $0 |
| Administrative expenses (other) incurred | 2014-12-31 | $18,354 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Income. Non cash contributions | 2014-12-31 | $0 |
| Value of net income/loss | 2014-12-31 | $185,097 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,065,477 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,880,380 |
| 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 | $4,354 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,041,610 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,044,525 |
| Interest on participant loans | 2014-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $140,011 |
| Income. Interest from US Government securities | 2014-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $2,984,203 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,816,067 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $67,623 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $178,961 |
| Employer contributions (assets) at end of year | 2014-12-31 | $32,852 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $13,077 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $402,040 |
| Contract administrator fees | 2014-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | RICE SULLIVAN,LLC |
| Accountancy firm EIN | 2014-12-31 | 463445349 |
| 2013 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Expenses. Interest paid | 2013-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,810,070 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $448,280 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $382,591 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of total corrective distributions | 2013-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $161,185 |
| Value of total assets at end of year | 2013-12-31 | $8,880,380 |
| Value of total assets at beginning of year | 2013-12-31 | $7,518,590 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $65,689 |
| Total income from rents | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $135,311 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $213,535 |
| 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 | $213,535 |
| Administrative expenses professional fees incurred | 2013-12-31 | $43,516 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| 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 |
| Contributions received from participants | 2013-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $6,711 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $6,503 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
| Administrative expenses (other) incurred | 2013-12-31 | $18,165 |
| 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 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Income. Non cash contributions | 2013-12-31 | $0 |
| Value of net income/loss | 2013-12-31 | $1,361,790 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,880,380 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,518,590 |
| 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 | $4,008 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,044,525 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,030,952 |
| Interest on participant loans | 2013-12-31 | $0 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Interest earned on other investments | 2013-12-31 | $135,311 |
| Income. Interest from US Government securities | 2013-12-31 | $0 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,816,067 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,455,492 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,300,039 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $0 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $161,185 |
| Employer contributions (assets) at end of year | 2013-12-31 | $13,077 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $25,643 |
| Income. Dividends from preferred stock | 2013-12-31 | $0 |
| Income. Dividends from common stock | 2013-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $382,591 |
| Contract administrator fees | 2013-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | RICE SULLIVAN,LLC |
| Accountancy firm EIN | 2013-12-31 | 463445349 |
| 2012 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,088,399 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $431,094 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $354,982 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $149,575 |
| Value of total assets at end of year | 2012-12-31 | $7,518,590 |
| Value of total assets at beginning of year | 2012-12-31 | $6,861,285 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $76,112 |
| Total interest from all sources | 2012-12-31 | $132,110 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $78,815 |
| 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 | $78,815 |
| Administrative expenses professional fees incurred | 2012-12-31 | $55,747 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 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 | $6,503 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $6,324 |
| Administrative expenses (other) incurred | 2012-12-31 | $16,582 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $657,305 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,518,590 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,861,285 |
| 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 | $3,783 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,030,952 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,561,517 |
| Interest earned on other investments | 2012-12-31 | $132,110 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,455,492 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $2,267,566 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $727,899 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $149,575 |
| Employer contributions (assets) at end of year | 2012-12-31 | $25,643 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $25,878 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $354,982 |
| 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 | RICE, SULLIVAN AND COMPANY, INC. |
| Accountancy firm EIN | 2012-12-31 | 371167874 |
| 2011 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $-15,167 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $407,266 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $339,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $147,675 |
| Value of total assets at end of year | 2011-12-31 | $6,861,285 |
| Value of total assets at beginning of year | 2011-12-31 | $7,283,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $68,040 |
| Total interest from all sources | 2011-12-31 | $141,142 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $60,149 |
| 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 | $60,149 |
| Administrative expenses professional fees incurred | 2011-12-31 | $49,053 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 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 | $6,324 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,269 |
| Administrative expenses (other) incurred | 2011-12-31 | $15,127 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-422,433 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,861,285 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,283,718 |
| 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 | $3,860 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,561,517 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,865,501 |
| Interest earned on other investments | 2011-12-31 | $141,142 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $2,267,566 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $2,395,730 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-364,133 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $147,675 |
| Employer contributions (assets) at end of year | 2011-12-31 | $25,878 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $16,218 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $339,226 |
| 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 | RICE, SULLIVAN AND COMPANY, INC. |
| Accountancy firm EIN | 2011-12-31 | 371167874 |
| 2010 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 PENSION PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $942,046 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $415,493 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $346,445 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $146,421 |
| Value of total assets at end of year | 2010-12-31 | $7,283,718 |
| Value of total assets at beginning of year | 2010-12-31 | $6,757,165 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $69,048 |
| Total interest from all sources | 2010-12-31 | $148,694 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $62,442 |
| 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 | $62,442 |
| Administrative expenses professional fees incurred | 2010-12-31 | $48,846 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $3,680 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,269 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $6,625 |
| Administrative expenses (other) incurred | 2010-12-31 | $16,231 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $526,553 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,283,718 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,757,165 |
| 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 | $3,971 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,865,501 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $4,218,569 |
| Interest earned on other investments | 2010-12-31 | $148,694 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $2,395,730 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $2,518,445 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $584,489 |
| 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 | $142,741 |
| Employer contributions (assets) at end of year | 2010-12-31 | $16,218 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $13,526 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $346,445 |
| 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 | RICE, SULLIVAN AND COMPANY, INC. |
| Accountancy firm EIN | 2010-12-31 | 371167874 |
| 2009 : STOVE, FURNACE & ALLIED WORKERS INTL LOCALS 4 & 7 AND STOVE, FURNACE & ALLIED WORKERS INTL ENAMEL WORKERS LOCAL 60 & 185 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 |
