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MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 401k Plan overview

Plan NameMONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST
Plan identification number 001

MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

MONROE PLUMBERS & PIPEFITTERS LOCAL 671 has sponsored the creation of one or more 401k plans.

Company Name:MONROE PLUMBERS & PIPEFITTERS LOCAL 671
Employer identification number (EIN):386082588
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MIKE JEWELL
0012016-01-01PAUL PADOT
0012015-01-01PAUL PADOT
0012014-01-01PAUL PADOT
0012013-01-01PAUL PADOT MICHAEL BINDER2014-10-10
0012012-01-01PAUL PADOT MICHAEL BINDER2013-10-15
0012011-01-01RONALD SWEAT MICHAEL BINDER2012-10-12
0012009-01-01MICHAEL BINDER, TRUSTEE RONALD F. SWEAT, TRUSTEE2010-10-07

Plan Statistics for 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
2022: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01354
Total number of active participants reported on line 7a of the Form 55002022-01-01301
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0125
Total of all active and inactive participants2022-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01363
Number of participants with account balances2022-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01290
Number of retired or separated participants receiving benefits2021-01-0122
Number of other retired or separated participants entitled to future benefits2021-01-0131
Total of all active and inactive participants2021-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0111
Total participants2021-01-01354
Number of participants with account balances2021-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01289
Total number of active participants reported on line 7a of the Form 55002020-01-01243
Number of retired or separated participants receiving benefits2020-01-0119
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0112
Total participants2020-01-01307
Number of participants with account balances2020-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01275
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01289
Number of participants with account balances2019-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01251
Total number of active participants reported on line 7a of the Form 55002018-01-01224
Number of retired or separated participants receiving benefits2018-01-0122
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-01275
Number of participants with account balances2018-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01255
Total number of active participants reported on line 7a of the Form 55002017-01-01201
Number of retired or separated participants receiving benefits2017-01-0123
Number of other retired or separated participants entitled to future benefits2017-01-0120
Total of all active and inactive participants2017-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01251
Number of participants with account balances2017-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01245
Total number of active participants reported on line 7a of the Form 55002016-01-01205
Number of retired or separated participants receiving benefits2016-01-0124
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-01255
Number of participants with account balances2016-01-01255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01244
Total number of active participants reported on line 7a of the Form 55002015-01-01200
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-01245
Number of participants with account balances2015-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01236
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01244
Number of participants with account balances2014-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01236
Number of participants with account balances2013-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-01193
Number of retired or separated participants receiving benefits2012-01-0121
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-01247
Number of participants with account balances2012-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01253
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-0120
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01244
Number of participants with account balances2011-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01261
Total number of active participants reported on line 7a of the Form 55002009-01-01193
Number of retired or separated participants receiving benefits2009-01-0125
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01252
Number of participants with account balances2009-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0132

Financial Data on MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST

Measure Date Value
2022 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2022 401k financial data
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 incurred2022-12-31$5,021,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$50,105,248
Value of total assets at beginning of year2022-12-31$63,528,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,009,038
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$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 year2022-12-31$3,429
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,135
Administrative expenses (other) incurred2022-12-31$151,810
Liabilities. Value of operating payables at end of year2022-12-31$59,174
Liabilities. Value of operating payables at beginning of year2022-12-31$32,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,137,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$60,814,529
Value of interest in common/collective trusts at end of year2022-12-31$3,424,506
Value of interest in common/collective trusts at beginning of year2022-12-31$2,441,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$312,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$156,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$156,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$116,464
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-11,455,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,695,177
Employer contributions (assets) at end of year2022-12-31$110,554
Employer contributions (assets) at beginning of year2022-12-31$106,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$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 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TITUS & URBANSKI, INC.
Accountancy firm EIN2022-12-31341695540
2021 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2021 401k financial data
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 incurred2021-12-31$3,116,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$63,528,705
Value of total assets at beginning of year2021-12-31$57,295,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,574,831
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$1,992,876
Amount contributed by the employer to the plan for this plan year2021-12-31$1,992,876
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$110,313
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$2,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,358
Administrative expenses (other) incurred2021-12-31$78,500
Liabilities. Value of operating payables at end of year2021-12-31$32,679
Liabilities. Value of operating payables at beginning of year2021-12-31$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 appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$60,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$60,814,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$54,475,140
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$2,441,837
Value of interest in common/collective trusts at beginning of year2021-12-31$2,450,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$156,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$279,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$279,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$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 assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,298,014
Employer contributions (assets) at end of year2021-12-31$106,862
Employer contributions (assets) at beginning of year2021-12-31$57,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$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 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TITUS & URBANSKI, INC.
Accountancy firm EIN2021-12-31341695540
2020 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2020 401k financial data
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 incurred2020-12-31$2,767,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$57,295,307
Value of total assets at beginning of year2020-12-31$51,119,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$914,614
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$1,822,422
Amount contributed by the employer to the plan for this plan year2020-12-31$1,822,422
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$115,669
Participant contributions at end of year2020-12-31$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 year2020-12-31$1,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,185
Administrative expenses (other) incurred2020-12-31$83,446
Liabilities. Value of operating payables at end of year2020-12-31$24,214
Liabilities. Value of operating payables at beginning of year2020-12-31$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 appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$54,475,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$48,290,384
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,331,375
Value of interest in common/collective trusts at end of year2020-12-31$2,450,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$279,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$362,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$362,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$31,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$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 assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,520,638
Employer contributions (assets) at end of year2020-12-31$57,116
Employer contributions (assets) at beginning of year2020-12-31$85,165
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$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 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TITUS & URBANSKI, INC.
Accountancy firm EIN2020-12-31341695540
2019 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2019 401k financial data
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 incurred2019-12-31$6,506,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$51,119,423
Value of total assets at beginning of year2019-12-31$46,782,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$958,457
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$1,330,365
Amount contributed by the employer to the plan for this plan year2019-12-31$1,330,365
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$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 year2019-12-31$1,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,361
Other income not declared elsewhere2019-12-31$-60,000
Administrative expenses (other) incurred2019-12-31$55,931
Liabilities. Value of operating payables at end of year2019-12-31$25,231
Liabilities. Value of operating payables at beginning of year2019-12-31$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 appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$48,290,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$42,663,017
Value of interest in pooled separate accounts at end of year2019-12-31$2,331,375
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,824,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$362,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$163,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$163,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$48,949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,330,365
Employer contributions (assets) at end of year2019-12-31$85,165
Employer contributions (assets) at beginning of year2019-12-31$115,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$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 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TITUS & URBANSKI, INC.
Accountancy firm EIN2019-12-31341695540
2018 : MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2018 401k financial data
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 incurred2018-12-31$3,691,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$46,782,896
Value of total assets at beginning of year2018-12-31$51,491,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,442,255
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$1,338,813
Amount contributed by the employer to the plan for this plan year2018-12-31$1,338,813
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$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 year2018-12-31$1,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$975
Other income not declared elsewhere2018-12-31$-82,768
Administrative expenses (other) incurred2018-12-31$73,306
Liabilities. Value of operating payables at end of year2018-12-31$27,445
Liabilities. Value of operating payables at beginning of year2018-12-31$64,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$42,663,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$48,950,906
Value of interest in pooled separate accounts at end of year2018-12-31$3,824,153
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,037,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$163,651
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$220,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$220,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$14,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$67,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,173,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,338,813
Employer contributions (assets) at end of year2018-12-31$115,772
Employer contributions (assets) at beginning of year2018-12-31$213,478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$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 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TITUS & URBANSKI, INC.
Accountancy firm EIN2018-12-31341695540
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 incurred2017-12-31$4,071,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$51,491,157
Value of total assets at beginning of year2017-12-31$46,342,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,214,875
Administrative expenses professional fees incurred2017-12-31$54,146
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$1,379,518
Amount contributed by the employer to the plan for this plan year2017-12-31$1,379,518
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$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 year2017-12-31$975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,161
Administrative expenses (other) incurred2017-12-31$22,423
Liabilities. Value of operating payables at end of year2017-12-31$64,187
Liabilities. Value of operating payables at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$48,950,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$43,232,341
Value of interest in pooled separate accounts at end of year2017-12-31$2,037,235
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,639,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$220,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$230,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$230,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$67,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$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 assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,379,518
Employer contributions (assets) at end of year2017-12-31$213,478
Employer contributions (assets) at beginning of year2017-12-31$227,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$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 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DAVENPORT, HANF & COMPANY LLC
Accountancy firm EIN2017-12-31412173670
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 incurred2016-12-31$2,046,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$46,342,891
Value of total assets at beginning of year2016-12-31$43,714,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$808,928
Administrative expenses professional fees incurred2016-12-31$30,982
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$1,320,899
Amount contributed by the employer to the plan for this plan year2016-12-31$1,320,899
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$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 year2016-12-31$1,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$19,969
Liabilities. Value of operating payables at end of year2016-12-31$73,853
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$43,232,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$41,830,897
Value of interest in pooled separate accounts at end of year2016-12-31$2,639,716
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,791,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$230,882
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,143,753
Employer contributions (assets) at end of year2016-12-31$227,775
Employer contributions (assets) at beginning of year2016-12-31$90,244
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$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 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$135,526
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DAVENPORT, HANF & COMPANY LLC
Accountancy firm EIN2016-12-31412173670
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 incurred2015-12-31$3,146,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$43,714,593
Value of total assets at beginning of year2015-12-31$45,539,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$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 incurred2015-12-31$48,356
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$1,484,545
Amount contributed by the employer to the plan for this plan year2015-12-31$1,484,545
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$93,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,109
Administrative expenses (other) incurred2015-12-31$31,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$41,830,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,848,635
Value of interest in pooled separate accounts at end of year2015-12-31$1,791,945
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,291,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$285,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$285,810
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-908,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,484,545
Employer contributions (assets) at end of year2015-12-31$90,244
Employer contributions (assets) at beginning of year2015-12-31$112,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$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 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$135,526
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LUBLIN SUSSMAN GROUP
Accountancy firm EIN2015-12-31341087273
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 incurred2014-12-31$1,357,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$45,539,031
Value of total assets at beginning of year2014-12-31$43,227,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$777,992
Administrative expenses professional fees incurred2014-12-31$39,201
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$62,430
Amount contributed by the employer to the plan for this plan year2014-12-31$62,430
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$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 year2014-12-31$41,109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,516
Administrative expenses (other) incurred2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,848,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,233,159
Value of interest in pooled separate accounts at end of year2014-12-31$1,291,999
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,730,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$285,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$142,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 accounts2014-12-31$16,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,642,481
Employer contributions (assets) at end of year2014-12-31$112,587
Employer contributions (assets) at beginning of year2014-12-31$121,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$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 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LUBLIN SUSSMAN GROUP
Accountancy firm EIN2014-12-31341087273
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 incurred2013-12-31$3,997,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$43,227,720
Value of total assets at beginning of year2013-12-31$40,241,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$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 year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$675,067
Administrative expenses professional fees incurred2013-12-31$33,973
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$1,485,122
Amount contributed by the employer to the plan for this plan year2013-12-31$1,485,122
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$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 year2013-12-31$13,516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$19,968
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,233,159
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$38,745,965
Value of interest in pooled separate accounts at end of year2013-12-31$1,730,435
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,149,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$142,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$213,508
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 accounts2013-12-31$13,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,395,692
Employer contributions (assets) at end of year2013-12-31$121,301
Employer contributions (assets) at beginning of year2013-12-31$132,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$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 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LUBLIN SUSSMAN GROUP
Accountancy firm EIN2013-12-31341087273
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 incurred2012-12-31$1,265,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$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 year2012-12-31$40,241,897
Value of total assets at beginning of year2012-12-31$35,700,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$664,487
Administrative expenses professional fees incurred2012-12-31$33,081
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$1,741,755
Amount contributed by the employer to the plan for this plan year2012-12-31$1,741,755
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$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 year2012-12-31$62,046
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11,836
Administrative expenses (other) incurred2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$38,745,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,244,036
Value of interest in pooled separate accounts at end of year2012-12-31$1,149,540
Value of interest in pooled separate accounts at beginning of year2012-12-31$75,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$213,508
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$250,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$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 accounts2012-12-31$5,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,670,221
Employer contributions (assets) at end of year2012-12-31$132,884
Employer contributions (assets) at beginning of year2012-12-31$129,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$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 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LUBLIN SUSSMAN GROUP
Accountancy firm EIN2012-12-31341087273
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 incurred2011-12-31$1,764,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$35,700,041
Value of total assets at beginning of year2011-12-31$36,416,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$61,742
Total interest from all sources2011-12-31$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 year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$609,890
Administrative expenses professional fees incurred2011-12-31$41,052
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$1,387,361
Amount contributed by the employer to the plan for this plan year2011-12-31$1,387,361
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11,836
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$321,395
Other income not declared elsewhere2011-12-31$20
Administrative expenses (other) incurred2011-12-31$20,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,244,036
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,815,231
Value of interest in pooled separate accounts at end of year2011-12-31$75,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$250,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$513,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$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 accounts2011-12-31$683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,387,625
Employer contributions (assets) at end of year2011-12-31$129,323
Employer contributions (assets) at beginning of year2011-12-31$87,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$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 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LUBLIN SUSSMAN GROUP
Accountancy firm EIN2011-12-31341087273
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 incurred2010-12-31$2,535,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$36,416,880
Value of total assets at beginning of year2010-12-31$33,777,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$56,615
Total interest from all sources2010-12-31$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 year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$484,179
Administrative expenses professional fees incurred2010-12-31$36,362
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$1,070,791
Amount contributed by the employer to the plan for this plan year2010-12-31$1,070,791
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$230
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$321,395
Other income not declared elsewhere2010-12-31$1,817
Administrative expenses (other) incurred2010-12-31$20,253
Liabilities. Value of operating payables at beginning of year2010-12-31$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 appraiser2010-12-31No
Value of net income/loss2010-12-31$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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,815,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$33,606,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$513,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$65,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$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 assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,220,519
Employer contributions (assets) at end of year2010-12-31$87,744
Employer contributions (assets) at beginning of year2010-12-31$104,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$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 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LUBLIN SUSSMAN GROUP
Accountancy firm EIN2010-12-31341087273
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 securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$1,592,277
Amount contributed by the employer to the plan for this plan year2009-12-31$1,592,277

Form 5500 Responses for MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST

2022: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MONROE PLUMBERS & PIPEFITTERS LOCAL 671 RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered363
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered354
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered307
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered289
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered275
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered251
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,458
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,458
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DEAN WITTER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered245
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,132
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,132
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DEAN WITTER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered244
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,152
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,152
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DEAN WITTER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered236
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,337
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY DEAN WITTER
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered247
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $880
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INSURANCE SERVICES
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62229
Policy instance 1
Insurance contract or identification numberUN62229
Number of Individuals Covered244
Total amount of commissions paid to insurance brokerUSD $54
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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