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FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 401k Plan overview

Plan NameFIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES
Plan identification number 003

FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)

401k Sponsoring company profile

THE FIRST DISTRICT ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:THE FIRST DISTRICT ASSOCIATION
Employer identification number (EIN):410255940
NAIC Classification:115110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MICHELLE WILLIAMS-COX2023-06-28 MICHELLE WILLIAMS-COX2023-06-28
0032021-01-01MICHELLE WILLIAMS-COX2022-05-17 MICHELLE WILLIAMS-COX2022-05-17
0032020-01-01MICHELLE WILLIAMS-COX2021-07-14 MICHELLE WILLIAMS-COX2021-07-14
0032019-01-01ERIC JOHNSON2020-04-09 ERIC JOHNSON2020-04-09
0032018-01-01ERIC JOHNSON2019-03-27 ERIC JOHNSON2019-03-27
0032017-01-01DEAN GRABOW2018-04-16 DEAN GRABOW2018-04-16
0032016-01-01DEAN GRABOW2017-05-15 DEAN GRABOW2017-05-15
0032015-01-01DEAN GRABOW2016-08-15 DEAN GRABOW2016-08-15
0032014-01-01DEAN GRABOW
0032013-01-01DEAN GRABOW
0032012-01-01DEAN GRABOW
0032011-01-01DEAN GRABOW
0032010-01-01DEAN GRABOW
0032009-01-01DEAN GRABOW
0032008-01-01

Plan Statistics for FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES

401k plan membership statisitcs for FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES

Measure Date Value
2014: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-0199
Total number of active participants reported on line 7a of the Form 55002014-01-0198
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01110
Number of participants with account balances2014-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01101
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-016
Total of all active and inactive participants2013-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0199
Number of participants with account balances2013-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01100
Total number of active participants reported on line 7a of the Form 55002012-01-0190
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0111
Total of all active and inactive participants2012-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01101
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01100
Total number of active participants reported on line 7a of the Form 55002011-01-0189
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-019
Total of all active and inactive participants2011-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0198
Number of participants with account balances2011-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01102
Total number of active participants reported on line 7a of the Form 55002010-01-0186
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01100
Number of participants with account balances2010-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01101
Total number of active participants reported on line 7a of the Form 55002009-01-0190
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01102
Number of participants with account balances2009-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES

Measure Date Value
2014 : FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$690,806
Expenses. Total of all expenses incurred2014-12-31$781,737
Benefits paid (including direct rollovers)2014-12-31$764,863
Total plan assets at end of year2014-12-31$5,837,838
Total plan assets at beginning of year2014-12-31$5,928,769
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$16,874
Other income received2014-12-31$213,163
Net income (gross income less expenses)2014-12-31$-90,931
Net plan assets at end of year (total assets less liabilities)2014-12-31$5,837,838
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,928,769
Total contributions received or receivable from employer(s)2014-12-31$477,643
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$477,643
Amount contributed by the employer to the plan for this plan year2014-12-31$477,643
2013 : FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$1,340,382
Expenses. Total of all expenses incurred2013-12-31$326,293
Benefits paid (including direct rollovers)2013-12-31$311,078
Total plan assets at end of year2013-12-31$5,928,769
Total plan assets at beginning of year2013-12-31$4,914,680
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$0
Expenses. Other expenses not covered elsewhere2013-12-31$15,215
Other income received2013-12-31$907,875
Net income (gross income less expenses)2013-12-31$1,014,089
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,928,769
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,914,680
Total contributions received or receivable from employer(s)2013-12-31$432,507
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$432,507
Amount contributed by the employer to the plan for this plan year2013-12-31$432,507
2012 : FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$1,044,799
Expenses. Total of all expenses incurred2012-12-31$17,040
Benefits paid (including direct rollovers)2012-12-31$4,476
Total plan assets at end of year2012-12-31$4,914,680
Total plan assets at beginning of year2012-12-31$3,886,921
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$12,564
Other income received2012-12-31$620,918
Net income (gross income less expenses)2012-12-31$1,027,759
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,914,680
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$3,886,921
Total contributions received or receivable from employer(s)2012-12-31$423,881
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$423,881
Amount contributed by the employer to the plan for this plan year2012-12-31$423,881
2011 : FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2011 401k financial data
Total plan liabilities at end of year2011-12-31$0
Total income from all sources2011-12-31$264,458
Expenses. Total of all expenses incurred2011-12-31$107,383
Benefits paid (including direct rollovers)2011-12-31$95,340
Total plan assets at end of year2011-12-31$3,886,921
Total plan assets at beginning of year2011-12-31$3,729,846
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$12,043
Other income received2011-12-31$-131,497
Net income (gross income less expenses)2011-12-31$157,075
Net plan assets at end of year (total assets less liabilities)2011-12-31$3,886,921
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,729,846
Total contributions received or receivable from employer(s)2011-12-31$395,955
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$395,955
Amount contributed by the employer to the plan for this plan year2011-12-31$395,955
2010 : FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2010 401k financial data
Total income from all sources2010-12-31$831,535
Expenses. Total of all expenses incurred2010-12-31$192,215
Benefits paid (including direct rollovers)2010-12-31$182,769
Total plan assets at end of year2010-12-31$3,729,846
Total plan assets at beginning of year2010-12-31$3,090,526
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$9,446
Other income received2010-12-31$442,969
Net income (gross income less expenses)2010-12-31$639,320
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,729,846
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,090,526
Total contributions received or receivable from employer(s)2010-12-31$388,566
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$388,566
Amount contributed by the employer to the plan for this plan year2010-12-31$388,566
2009 : FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 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$378,549
Amount contributed by the employer to the plan for this plan year2009-12-31$378,549

Form 5500 Responses for FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES

2014: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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
2008: FIRST DISTRICT ASSOCIATION RETIREMENT BENEFIT PROGRAM FOR UNION EMPLOYEES 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

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