MONROE PLUMBERS & PIPEFITTERS LOCAL 671 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST
401k plan membership statisitcs for MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST
Measure | Date | Value |
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2022 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2022 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $59,174 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $32,679 |
Total income from all sources (including contributions) | 2022-12-31 | $-8,428,294 |
Total of all expenses incurred | 2022-12-31 | $5,021,658 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,809,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,018,210 |
Value of total assets at end of year | 2022-12-31 | $50,105,248 |
Value of total assets at beginning of year | 2022-12-31 | $63,528,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $211,810 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $1,009,038 |
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 | $1,009,038 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $166,286 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $156,747 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $3,429 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $2,135 |
Administrative expenses (other) incurred | 2022-12-31 | $151,810 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $59,174 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $32,679 |
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 | $-13,449,952 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $50,046,074 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $63,496,026 |
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 | $60,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $46,137,583 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $60,814,529 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,424,506 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $2,441,837 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $312,712 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $156,699 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $156,699 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $116,464 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $6,643 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-11,455,542 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 | $1,695,177 |
Employer contributions (assets) at end of year | 2022-12-31 | $110,554 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $106,862 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,809,848 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
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 | TITUS & URBANSKI, INC. |
Accountancy firm EIN | 2022-12-31 | 341695540 |
2021 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2021 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $32,679 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $24,214 |
Total income from all sources (including contributions) | 2021-12-31 | $9,341,427 |
Total of all expenses incurred | 2021-12-31 | $3,116,494 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,977,494 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,016,756 |
Value of total assets at end of year | 2021-12-31 | $63,528,705 |
Value of total assets at beginning of year | 2021-12-31 | $57,295,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $139,000 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,574,831 |
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 | $1,574,831 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $1,992,876 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $1,992,876 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $110,313 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $608,429 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $2,135 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $1,358 |
Administrative expenses (other) incurred | 2021-12-31 | $78,500 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $32,679 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $24,214 |
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 | $6,224,933 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $63,496,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $57,271,093 |
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 | $60,500 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $60,814,529 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $54,475,140 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $2,441,837 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,450,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $156,699 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $279,227 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $279,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $6,643 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $31,630 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $5,749,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $1,298,014 |
Employer contributions (assets) at end of year | 2021-12-31 | $106,862 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $57,116 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,977,494 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
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 | TITUS & URBANSKI, INC. |
Accountancy firm EIN | 2021-12-31 | 341695540 |
2020 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $24,214 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $25,231 |
Total income from all sources (including contributions) | 2020-12-31 | $8,944,852 |
Total of all expenses incurred | 2020-12-31 | $2,767,951 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,624,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,838,349 |
Value of total assets at end of year | 2020-12-31 | $57,295,307 |
Value of total assets at beginning of year | 2020-12-31 | $51,119,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $143,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $914,614 |
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 | $914,614 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $1,822,422 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $1,822,422 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $115,669 |
Participant contributions at end of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $202,042 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $1,358 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,185 |
Administrative expenses (other) incurred | 2020-12-31 | $83,446 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $24,214 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $25,231 |
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 | $6,176,901 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $57,271,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $51,094,192 |
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 | $60,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $54,475,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $48,290,384 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,331,375 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,450,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $279,227 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $362,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $362,365 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $31,630 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $48,949 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,191,889 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
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 | $1,520,638 |
Employer contributions (assets) at end of year | 2020-12-31 | $57,116 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $85,165 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,624,505 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
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 | TITUS & URBANSKI, INC. |
Accountancy firm EIN | 2020-12-31 | 341695540 |
2019 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $25,231 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $27,445 |
Total income from all sources (including contributions) | 2019-12-31 | $10,845,328 |
Total of all expenses incurred | 2019-12-31 | $6,506,587 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,450,656 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,703,227 |
Value of total assets at end of year | 2019-12-31 | $51,119,423 |
Value of total assets at beginning of year | 2019-12-31 | $46,782,896 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $55,931 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $958,457 |
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 | $958,457 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $1,330,365 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $1,330,365 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $102,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $270,356 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,185 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,361 |
Other income not declared elsewhere | 2019-12-31 | $-60,000 |
Administrative expenses (other) incurred | 2019-12-31 | $55,931 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $25,231 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $27,445 |
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 | $4,338,741 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $51,094,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $46,755,451 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $48,290,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $42,663,017 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,331,375 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,824,153 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $362,365 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $163,651 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $163,651 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $48,949 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,942 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,243,644 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 | $1,330,365 |
Employer contributions (assets) at end of year | 2019-12-31 | $85,165 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $115,772 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,450,656 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
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 |
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 | TITUS & URBANSKI, INC. |
Accountancy firm EIN | 2019-12-31 | 341695540 |
2018 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2018 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $27,445 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $64,187 |
Total income from all sources (including contributions) | 2018-12-31 | $-979,670 |
Total of all expenses incurred | 2018-12-31 | $3,691,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $3,618,543 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,833,958 |
Value of total assets at end of year | 2018-12-31 | $46,782,896 |
Value of total assets at beginning of year | 2018-12-31 | $51,491,157 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $73,306 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $1,442,255 |
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 | $1,442,255 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $1,338,813 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $1,338,813 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $140,521 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $354,624 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,361 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $975 |
Other income not declared elsewhere | 2018-12-31 | $-82,768 |
Administrative expenses (other) incurred | 2018-12-31 | $73,306 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $27,445 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $64,187 |
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 | $-4,671,519 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $46,755,451 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $51,426,970 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $42,663,017 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $48,950,906 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,824,153 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,037,235 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $163,651 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $220,629 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $220,629 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,942 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $67,934 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-4,173,115 |
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 | Yes |
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 | $1,338,813 |
Employer contributions (assets) at end of year | 2018-12-31 | $115,772 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $213,478 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $3,618,543 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | TITUS & URBANSKI, INC. |
Accountancy firm EIN | 2018-12-31 | 341695540 |
2017 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $64,187 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $73,853 |
Total income from all sources (including contributions) | 2017-12-31 | $9,229,888 |
Total of all expenses incurred | 2017-12-31 | $4,071,956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,995,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,864,143 |
Value of total assets at end of year | 2017-12-31 | $51,491,157 |
Value of total assets at beginning of year | 2017-12-31 | $46,342,891 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $76,569 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,214,875 |
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 | $1,214,875 |
Administrative expenses professional fees incurred | 2017-12-31 | $54,146 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $1,379,518 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $1,379,518 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $122,498 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $362,127 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $975 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,161 |
Administrative expenses (other) incurred | 2017-12-31 | $22,423 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $64,187 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $73,853 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $5,157,932 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $51,426,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $46,269,038 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $48,950,906 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $43,232,341 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,037,235 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,639,716 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $220,629 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $230,882 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $230,882 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $67,934 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $11,016 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $6,150,870 |
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 | Yes |
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 | $1,379,518 |
Employer contributions (assets) at end of year | 2017-12-31 | $213,478 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $227,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,995,387 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
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 | DAVENPORT, HANF & COMPANY LLC |
Accountancy firm EIN | 2017-12-31 | 412173670 |
2016 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $73,853 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $135,526 |
Total income from all sources (including contributions) | 2016-12-31 | $4,736,169 |
Total of all expenses incurred | 2016-12-31 | $2,046,198 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,995,247 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,581,917 |
Value of total assets at end of year | 2016-12-31 | $46,342,891 |
Value of total assets at beginning of year | 2016-12-31 | $43,714,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $50,951 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $808,928 |
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 | $808,928 |
Administrative expenses professional fees incurred | 2016-12-31 | $30,982 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $1,320,899 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $1,320,899 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $77,974 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $360,190 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,161 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $19,969 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $73,853 |
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 |
Value of net income/loss | 2016-12-31 | $2,689,971 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $46,269,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $43,579,067 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $43,232,341 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $41,830,897 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,639,716 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,791,945 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $230,882 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $11,016 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $1,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,345,324 |
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 | $1,143,753 |
Employer contributions (assets) at end of year | 2016-12-31 | $227,775 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $90,244 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,995,247 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
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 | $135,526 |
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 |
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 | DAVENPORT, HANF & COMPANY LLC |
Accountancy firm EIN | 2016-12-31 | 412173670 |
2015 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $135,526 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $41,109 |
Total income from all sources (including contributions) | 2015-12-31 | $1,227,881 |
Total of all expenses incurred | 2015-12-31 | $3,146,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,067,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,577,689 |
Value of total assets at end of year | 2015-12-31 | $43,714,593 |
Value of total assets at beginning of year | 2015-12-31 | $45,539,031 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $79,368 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $558,487 |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $558,487 |
Administrative expenses professional fees incurred | 2015-12-31 | $48,356 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $1,484,545 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $1,484,545 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $93,144 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $41,109 |
Administrative expenses (other) incurred | 2015-12-31 | $31,012 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,918,855 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $43,579,067 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $45,497,922 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $41,830,897 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $43,848,635 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,791,945 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,291,999 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $285,810 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $285,810 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $1,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-908,295 |
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 | $1,484,545 |
Employer contributions (assets) at end of year | 2015-12-31 | $90,244 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $112,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,067,368 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $135,526 |
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 |
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 | LUBLIN SUSSMAN GROUP |
Accountancy firm EIN | 2015-12-31 | 341087273 |
2014 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $41,109 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $13,516 |
Total income from all sources (including contributions) | 2014-12-31 | $3,641,467 |
Total of all expenses incurred | 2014-12-31 | $1,357,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,277,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,736,845 |
Value of total assets at end of year | 2014-12-31 | $45,539,031 |
Value of total assets at beginning of year | 2014-12-31 | $43,227,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $80,237 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $777,992 |
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 | $777,992 |
Administrative expenses professional fees incurred | 2014-12-31 | $39,201 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $62,430 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $62,430 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $74,947 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $19,417 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $41,109 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $13,516 |
Administrative expenses (other) incurred | 2014-12-31 | $41,036 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $2,283,718 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $45,497,922 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $43,214,204 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $43,848,635 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $41,233,159 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,291,999 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,730,435 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $285,810 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $142,825 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $142,825 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,109,814 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $16,816 |
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 | $1,642,481 |
Employer contributions (assets) at end of year | 2014-12-31 | $112,587 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $121,301 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,277,512 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
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 |
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 | LUBLIN SUSSMAN GROUP |
Accountancy firm EIN | 2014-12-31 | 341087273 |
2013 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $13,516 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $62,046 |
Total income from all sources (including contributions) | 2013-12-31 | $7,031,879 |
Total of all expenses incurred | 2013-12-31 | $3,997,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,943,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,456,555 |
Value of total assets at end of year | 2013-12-31 | $43,227,720 |
Value of total assets at beginning of year | 2013-12-31 | $40,241,897 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $53,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $675,067 |
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 | $675,067 |
Administrative expenses professional fees incurred | 2013-12-31 | $33,973 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $1,485,122 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,485,122 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $42,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $18,815 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $13,516 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $62,046 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $3,034,353 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $43,214,204 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $40,179,851 |
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 | $19,968 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $41,233,159 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $38,745,965 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,730,435 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,149,540 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $142,825 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $213,508 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $213,508 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $4,886,895 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $13,362 |
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 | $1,395,692 |
Employer contributions (assets) at end of year | 2013-12-31 | $121,301 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $132,884 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,943,585 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 |
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 | LUBLIN SUSSMAN GROUP |
Accountancy firm EIN | 2013-12-31 | 341087273 |
2012 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $62,046 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $11,836 |
Total income from all sources (including contributions) | 2012-12-31 | $5,757,394 |
Total of all expenses incurred | 2012-12-31 | $1,265,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,214,226 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,741,755 |
Value of total assets at end of year | 2012-12-31 | $40,241,897 |
Value of total assets at beginning of year | 2012-12-31 | $35,700,041 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $51,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $664,487 |
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 | $664,487 |
Administrative expenses professional fees incurred | 2012-12-31 | $33,081 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $1,741,755 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $1,741,755 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $57,718 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $13,816 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $62,046 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $11,836 |
Administrative expenses (other) incurred | 2012-12-31 | $18,441 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $4,491,646 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $40,179,851 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $35,688,205 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $38,745,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $35,244,036 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,149,540 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $75,796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $213,508 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $250,886 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $250,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $3,345,668 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $5,484 |
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 | $1,670,221 |
Employer contributions (assets) at end of year | 2012-12-31 | $132,884 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $129,323 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,214,226 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | LUBLIN SUSSMAN GROUP |
Accountancy firm EIN | 2012-12-31 | 341087273 |
2011 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2011 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $11,836 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $321,395 |
Total income from all sources (including contributions) | 2011-12-31 | $1,356,767 |
Total of all expenses incurred | 2011-12-31 | $1,764,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,702,305 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,387,625 |
Value of total assets at end of year | 2011-12-31 | $35,700,041 |
Value of total assets at beginning of year | 2011-12-31 | $36,416,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $61,742 |
Total interest from all sources | 2011-12-31 | $3,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $609,890 |
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 | $609,890 |
Administrative expenses professional fees incurred | 2011-12-31 | $41,052 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $1,387,361 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,387,361 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $11,836 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $321,395 |
Other income not declared elsewhere | 2011-12-31 | $20 |
Administrative expenses (other) incurred | 2011-12-31 | $20,690 |
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 | $-407,280 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $35,688,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $36,095,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $35,244,036 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $35,815,231 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $75,796 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $250,886 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $513,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $513,905 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-644,760 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $683 |
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 | $1,387,625 |
Employer contributions (assets) at end of year | 2011-12-31 | $129,323 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $87,744 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,702,305 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
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 | LUBLIN SUSSMAN GROUP |
Accountancy firm EIN | 2011-12-31 | 341087273 |
2010 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2010 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $321,395 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $44,975 |
Total income from all sources (including contributions) | 2010-12-31 | $4,898,992 |
Total of all expenses incurred | 2010-12-31 | $2,535,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,479,301 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,220,519 |
Value of total assets at end of year | 2010-12-31 | $36,416,880 |
Value of total assets at beginning of year | 2010-12-31 | $33,777,384 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $56,615 |
Total interest from all sources | 2010-12-31 | $154 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $484,179 |
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 | $484,179 |
Administrative expenses professional fees incurred | 2010-12-31 | $36,362 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $1,070,791 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,070,791 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $230 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $321,395 |
Other income not declared elsewhere | 2010-12-31 | $1,817 |
Administrative expenses (other) incurred | 2010-12-31 | $20,253 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $44,975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,363,076 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $36,095,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $33,732,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $35,815,231 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $33,606,903 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $513,905 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $65,665 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $65,665 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $154 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $3,192,323 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,220,519 |
Employer contributions (assets) at end of year | 2010-12-31 | $87,744 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $104,586 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,479,301 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
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 | LUBLIN SUSSMAN GROUP |
Accountancy firm EIN | 2010-12-31 | 341087273 |
2009 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $1,592,277 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $1,592,277 |