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LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 401k Plan overview

Plan NameLOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN
Plan identification number 001

LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

PLUMBERS & PIPEFITTERS LOCAL UNION NO. 441 has sponsored the creation of one or more 401k plans.

Company Name:PLUMBERS & PIPEFITTERS LOCAL UNION NO. 441
Employer identification number (EIN):486178607
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01RICHARD L MORROW, CPA2024-01-12 RICHARD L MORROW, CPA2024-01-12
0012021-04-01RICHARD L MORROW, CPA2023-01-13 RICHARD L MORROW, CPA2023-01-13
0012020-04-01GREG JOHNSON2022-01-12 BRIAN BURNETT2022-01-12
0012019-04-01
0012018-04-01
0012017-04-01PAULA URTON BRIAN BURNETT2019-01-14
0012016-04-01JOE PUCCI BRIAN BURNETT2018-01-15
0012015-04-01JOE PUCCI RICHARD TAYLOR2017-01-04
0012014-04-01JOE PUCCI RICHARD TAYLOR2015-12-30
0012013-04-01JOE PUCCI RICHARD TAYLOR2014-12-22
0012012-04-01JOE PUCCI RICHARD TAYLOR2013-11-06
0012011-04-01JOE PUCCI RICHARD TAYLOR2012-12-21
0012009-04-01JOE PUCCI RICHARD TAYLOR2010-10-27

Plan Statistics for LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN

401k plan membership statisitcs for LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN

Measure Date Value
2023: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2023 401k membership
Current value of assets2023-03-3169,741,901
Acturial value of assets for funding standard account2023-03-3166,245,605
Accrued liabiliy under entry age normal method2023-03-3164,592,454
Normal cost under entry age normal method2023-03-311,276,509
Accrued liability under unit credit cost method2023-03-3160,176,222
RPA 94 current liability2023-03-31131,382,281
Expected increase in current liability due to benefits accruing during the plan year2023-03-314,619,907
Expected release from RPA 94 current liability for plan year2023-03-313,390,607
Expected plan disbursements for the plan year2023-03-313,390,607
Current value of assets2023-03-3169,741,901
Number of retired participants and beneficiaries receiving payment2023-03-31407
Current liability for retired participants and beneficiaries receiving payment2023-03-3155,028,804
Number of terminated vested participants2023-03-31260
Current liability for terminated vested participants2023-03-3119,177,805
Current liability for active participants non vested benefits2023-03-317,163,838
Current liability for active participants vested benefits2023-03-3150,011,834
Total number of active articipats2023-03-31613
Current liability for active participants2023-03-3157,175,672
Total participant count with liabilities2023-03-311,280
Total current liabilitoes for participants with libailities2023-03-31131,382,281
Total employer contributions in plan year2023-03-315,411,511
Employer’s normal cost for plan year as of valuation date2023-03-314,902,489
Prior year credit balance2023-03-3121,591,896
Amortization credits as of valuation date2023-03-31180,150
2022: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-011,280
Total number of active participants reported on line 7a of the Form 55002022-04-01645
Number of retired or separated participants receiving benefits2022-04-01316
Number of other retired or separated participants entitled to future benefits2022-04-01263
Total of all active and inactive participants2022-04-011,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-0198
Total participants2022-04-011,322
Number of employers contributing to the scheme2022-04-0140
Current value of assets2022-03-3166,791,085
Acturial value of assets for funding standard account2022-03-3159,746,296
Accrued liabiliy under entry age normal method2022-03-3157,181,243
Normal cost under entry age normal method2022-03-31935,030
Accrued liability under unit credit cost method2022-03-3153,846,914
RPA 94 current liability2022-03-31119,967,208
Expected increase in current liability due to benefits accruing during the plan year2022-03-313,546,400
Expected release from RPA 94 current liability for plan year2022-03-313,238,017
Expected plan disbursements for the plan year2022-03-313,238,017
Current value of assets2022-03-3166,791,085
Number of retired participants and beneficiaries receiving payment2022-03-31394
Current liability for retired participants and beneficiaries receiving payment2022-03-3149,920,300
Number of terminated vested participants2022-03-31291
Current liability for terminated vested participants2022-03-3121,146,295
Current liability for active participants non vested benefits2022-03-316,196,281
Current liability for active participants vested benefits2022-03-3142,704,332
Total number of active articipats2022-03-31537
Current liability for active participants2022-03-3148,900,613
Total participant count with liabilities2022-03-311,222
Total current liabilitoes for participants with libailities2022-03-31119,967,208
Total employer contributions in plan year2022-03-314,975,747
Employer’s normal cost for plan year as of valuation date2022-03-313,782,110
Prior year credit balance2022-03-3119,284,107
Amortization credits as of valuation date2022-03-31145,734
2021: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-011,222
Total number of active participants reported on line 7a of the Form 55002021-04-01613
Number of retired or separated participants receiving benefits2021-04-01322
Number of other retired or separated participants entitled to future benefits2021-04-01254
Total of all active and inactive participants2021-04-011,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-0191
Total participants2021-04-011,280
Number of employers contributing to the scheme2021-04-0138
Current value of assets2021-03-3148,131,143
Acturial value of assets for funding standard account2021-03-3154,384,305
Unfunded liability for methods with bases using spread gains methods2021-03-310
Accrued liabiliy under entry age normal method2021-03-3155,521,700
Normal cost under entry age normal method2021-03-311,013,554
Accrued liability under unit credit cost method2021-03-3151,781,613
RPA 94 current liability2021-03-31106,563,819
Expected increase in current liability due to benefits accruing during the plan year2021-03-313,537,835
Expected release from RPA 94 current liability for plan year2021-03-312,949,130
Expected plan disbursements for the plan year2021-03-312,949,130
Current value of assets2021-03-3148,131,143
Number of retired participants and beneficiaries receiving payment2021-03-31372
Current liability for retired participants and beneficiaries receiving payment2021-03-3143,979,810
Number of terminated vested participants2021-03-31239
Current liability for terminated vested participants2021-03-3114,283,756
Current liability for active participants non vested benefits2021-03-315,887,996
Current liability for active participants vested benefits2021-03-3142,412,257
Total number of active articipats2021-03-31627
Current liability for active participants2021-03-3148,300,253
Total participant count with liabilities2021-03-311,238
Total current liabilitoes for participants with libailities2021-03-31106,563,819
Total employer contributions in plan year2021-03-314,117,717
Total employee contributions in plan year2021-03-310
Employer’s normal cost for plan year as of valuation date2021-03-313,122,651
Prior year credit balance2021-03-3117,180,869
Amortization credits as of valuation date2021-03-31105,114
2020: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-011,238
Total number of active participants reported on line 7a of the Form 55002020-04-01537
Number of retired or separated participants receiving benefits2020-04-01314
Number of other retired or separated participants entitled to future benefits2020-04-01285
Total of all active and inactive participants2020-04-011,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-0186
Total participants2020-04-011,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-0137
Number of employers contributing to the scheme2020-04-0136
Current value of assets2020-03-3150,261,470
Acturial value of assets for funding standard account2020-03-3151,027,102
Accrued liabiliy under entry age normal method2020-03-3153,437,961
Normal cost under entry age normal method2020-03-311,054,153
Accrued liability under unit credit cost method2020-03-3149,722,134
RPA 94 current liability2020-03-3198,730,432
Expected increase in current liability due to benefits accruing during the plan year2020-03-313,216,373
Expected release from RPA 94 current liability for plan year2020-03-312,678,945
Expected plan disbursements for the plan year2020-03-312,678,945
Current value of assets2020-03-3150,261,470
Number of retired participants and beneficiaries receiving payment2020-03-31343
Current liability for retired participants and beneficiaries receiving payment2020-03-3139,261,911
Number of terminated vested participants2020-03-31231
Current liability for terminated vested participants2020-03-3112,534,835
Current liability for active participants non vested benefits2020-03-316,282,452
Current liability for active participants vested benefits2020-03-3140,651,234
Total number of active articipats2020-03-31641
Current liability for active participants2020-03-3146,933,686
Total participant count with liabilities2020-03-311,215
Total current liabilitoes for participants with libailities2020-03-3198,730,432
Total employer contributions in plan year2020-03-314,787,906
Total employee contributions in plan year2020-03-310
Prior year funding deficiency2020-03-310
Employer’s normal cost for plan year as of valuation date2020-03-313,272,519
Prior year credit balance2020-03-3114,694,222
Amortization credits as of valuation date2020-03-31128,474
2019: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-011,215
Total number of active participants reported on line 7a of the Form 55002019-04-01627
Number of retired or separated participants receiving benefits2019-04-01297
Number of other retired or separated participants entitled to future benefits2019-04-01236
Total of all active and inactive participants2019-04-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-0178
Total participants2019-04-011,238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-0138
Number of employers contributing to the scheme2019-04-0138
Current value of assets2019-03-3146,085,913
Acturial value of assets for funding standard account2019-03-3146,010,426
Unfunded liability for methods with bases using spread gains methods2019-03-312,295,306
Accrued liabiliy under entry age normal method2019-03-3148,305,732
Normal cost under entry age normal method2019-03-31913,304
Accrued liability under unit credit cost method2019-03-3145,085,965
RPA 94 current liability2019-03-3194,921,170
Expected increase in current liability due to benefits accruing during the plan year2019-03-312,866,204
Expected release from RPA 94 current liability for plan year2019-03-312,573,785
Expected plan disbursements for the plan year2019-03-312,573,785
Current value of assets2019-03-3146,085,913
Number of retired participants and beneficiaries receiving payment2019-03-31335
Current liability for retired participants and beneficiaries receiving payment2019-03-3137,094,010
Number of terminated vested participants2019-03-31241
Current liability for terminated vested participants2019-03-3112,344,269
Current liability for active participants non vested benefits2019-03-316,172,372
Current liability for active participants vested benefits2019-03-3139,310,519
Total number of active articipats2019-03-31543
Current liability for active participants2019-03-3145,482,891
Total participant count with liabilities2019-03-311,119
Total current liabilitoes for participants with libailities2019-03-3194,921,170
Total employer contributions in plan year2019-03-314,995,555
Total employee contributions in plan year2019-03-310
Prior year funding deficiency2019-03-310
Employer’s normal cost for plan year as of valuation date2019-03-311,069,647
Prior year credit balance2019-03-3112,152,593
Amortization credits as of valuation date2019-03-31538,606
2018: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-011,119
Total number of active participants reported on line 7a of the Form 55002018-04-01641
Number of retired or separated participants receiving benefits2018-04-01274
Number of other retired or separated participants entitled to future benefits2018-04-01228
Total of all active and inactive participants2018-04-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-0172
Total participants2018-04-011,215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-0112
Number of employers contributing to the scheme2018-04-0139
Current value of assets2018-03-3141,170,549
Acturial value of assets for funding standard account2018-03-3141,994,626
Unfunded liability for methods with bases using spread gains methods2018-03-31614,178
Accrued liabiliy under entry age normal method2018-03-3147,123,161
Normal cost under entry age normal method2018-03-31960,279
Accrued liability under unit credit cost method2018-03-3143,772,209
RPA 94 current liability2018-03-3175,138,122
Expected increase in current liability due to benefits accruing during the plan year2018-03-312,244,392
Expected release from RPA 94 current liability for plan year2018-03-310
Expected plan disbursements for the plan year2018-03-312,463,625
Current value of assets2018-03-3141,170,549
Number of retired participants and beneficiaries receiving payment2018-03-31322
Current liability for retired participants and beneficiaries receiving payment2018-03-3131,568,418
Number of terminated vested participants2018-03-31224
Current liability for terminated vested participants2018-03-318,393,609
Current liability for active participants non vested benefits2018-03-314,809,656
Current liability for active participants vested benefits2018-03-3130,366,439
Total number of active articipats2018-03-31573
Current liability for active participants2018-03-3135,176,095
Total participant count with liabilities2018-03-311,119
Total current liabilitoes for participants with libailities2018-03-3175,138,122
Total employer contributions in plan year2018-03-314,228,216
Total employee contributions in plan year2018-03-310
Prior year funding deficiency2018-03-310
Employer’s normal cost for plan year as of valuation date2018-03-311,523,437
Prior year credit balance2018-03-3110,079,483
Amortization credits as of valuation date2018-03-31424,003
2017: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-011,119
Total number of active participants reported on line 7a of the Form 55002017-04-01543
Number of retired or separated participants receiving benefits2017-04-01270
Number of other retired or separated participants entitled to future benefits2017-04-01241
Total of all active and inactive participants2017-04-011,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-0165
Total participants2017-04-011,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-0133
Number of employers contributing to the scheme2017-04-0135
Current value of assets2017-03-3136,040,334
Acturial value of assets for funding standard account2017-03-3138,538,052
Accrued liability for plan using immediate gains methods2017-03-310
Unfunded liability for methods with bases using spread gains methods2017-03-313,327,295
Accrued liabiliy under entry age normal method2017-03-3144,889,218
Normal cost under entry age normal method2017-03-31930,094
Accrued liability under unit credit cost method2017-03-3141,545,850
RPA 94 current liability2017-03-3171,805,608
Expected increase in current liability due to benefits accruing during the plan year2017-03-312,294,012
Expected release from RPA 94 current liability for plan year2017-03-310
Expected plan disbursements for the plan year2017-03-312,169,496
Current value of assets2017-03-3136,040,334
Number of retired participants and beneficiaries receiving payment2017-03-31294
Current liability for retired participants and beneficiaries receiving payment2017-03-3127,739,328
Number of terminated vested participants2017-03-31227
Current liability for terminated vested participants2017-03-318,782,923
Current liability for active participants non vested benefits2017-03-314,680,944
Current liability for active participants vested benefits2017-03-3130,602,413
Total number of active articipats2017-03-31583
Current liability for active participants2017-03-3135,283,357
Total participant count with liabilities2017-03-311,104
Total current liabilitoes for participants with libailities2017-03-3171,805,608
Total employer contributions in plan year2017-03-314,238,117
Total employee contributions in plan year2017-03-310
Prior year funding deficiency2017-03-310
Employer’s normal cost for plan year as of valuation date2017-03-311,381,605
Prior year credit balance2017-03-317,982,419
Amortization credits as of valuation date2017-03-31577,771
2016: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-011,104
Total number of active participants reported on line 7a of the Form 55002016-04-01573
Number of retired or separated participants receiving benefits2016-04-01267
Number of other retired or separated participants entitled to future benefits2016-04-01224
Total of all active and inactive participants2016-04-011,064
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-0155
Total participants2016-04-011,119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-0135
Number of employers contributing to the scheme2016-04-0131
Current value of assets2016-03-3134,418,638
Acturial value of assets for funding standard account2016-03-3135,324,745
Accrued liability for plan using immediate gains methods2016-03-310
Unfunded liability for methods with bases using spread gains methods2016-03-315,996,409
Accrued liabiliy under entry age normal method2016-03-3141,785,379
Normal cost under entry age normal method2016-03-31900,309
Accrued liability under unit credit cost method2016-03-3138,633,077
RPA 94 current liability2016-03-3167,353,787
Expected increase in current liability due to benefits accruing during the plan year2016-03-312,176,017
Expected release from RPA 94 current liability for plan year2016-03-310
Expected plan disbursements for the plan year2016-03-312,034,721
Current value of assets2016-03-3134,418,638
Number of retired participants and beneficiaries receiving payment2016-03-31277
Current liability for retired participants and beneficiaries receiving payment2016-03-3125,714,579
Number of terminated vested participants2016-03-31227
Current liability for terminated vested participants2016-03-318,305,568
Current liability for active participants non vested benefits2016-03-314,420,197
Current liability for active participants vested benefits2016-03-3128,913,443
Total number of active articipats2016-03-31551
Current liability for active participants2016-03-3133,333,640
Total participant count with liabilities2016-03-311,055
Total current liabilitoes for participants with libailities2016-03-3167,353,787
Total employer contributions in plan year2016-03-313,969,570
Total employee contributions in plan year2016-03-310
Employer’s normal cost for plan year as of valuation date2016-03-31939,851
Prior year credit balance2016-03-315,906,245
Amortization credits as of valuation date2016-03-31629,211
2015: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-011,055
Total number of active participants reported on line 7a of the Form 55002015-04-01583
Number of retired or separated participants receiving benefits2015-04-01243
Number of other retired or separated participants entitled to future benefits2015-04-01227
Total of all active and inactive participants2015-04-011,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-0151
Total participants2015-04-011,104
Number of employers contributing to the scheme2015-04-0132
Current value of assets2015-03-3131,729,276
Acturial value of assets for funding standard account2015-03-3133,800,582
Unfunded liability for methods with bases using spread gains methods2015-03-317,760,909
Accrued liabiliy under entry age normal method2015-03-3140,472,348
Normal cost under entry age normal method2015-03-31748,105
Accrued liability under unit credit cost method2015-03-3137,004,083
RPA 94 current liability2015-03-3156,874,173
Expected increase in current liability due to benefits accruing during the plan year2015-03-311,749,763
Expected release from RPA 94 current liability for plan year2015-03-310
Expected plan disbursements for the plan year2015-03-311,947,337
Current value of assets2015-03-3131,729,276
Number of retired participants and beneficiaries receiving payment2015-03-31267
Current liability for retired participants and beneficiaries receiving payment2015-03-3123,540,225
Number of terminated vested participants2015-03-31217
Current liability for terminated vested participants2015-03-316,646,485
Current liability for active participants non vested benefits2015-03-313,488,196
Current liability for active participants vested benefits2015-03-3123,199,267
Total number of active articipats2015-03-31506
Current liability for active participants2015-03-3126,687,463
Total participant count with liabilities2015-03-31990
Total current liabilitoes for participants with libailities2015-03-3156,874,173
Total employer contributions in plan year2015-03-313,205,243
Total employee contributions in plan year2015-03-310
Employer’s normal cost for plan year as of valuation date2015-03-31763,011
Prior year credit balance2015-03-314,611,868
Amortization credits as of valuation date2015-03-31640,851
2014: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01990
Total number of active participants reported on line 7a of the Form 55002014-04-01551
Number of retired or separated participants receiving benefits2014-04-01229
Number of other retired or separated participants entitled to future benefits2014-04-01227
Total of all active and inactive participants2014-04-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-0148
Total participants2014-04-011,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-0115
Number of employers contributing to the scheme2014-04-0134
Current value of assets2014-03-3129,348,615
Acturial value of assets for funding standard account2014-03-3131,052,558
Unfunded liability for methods with bases using spread gains methods2014-03-31634,779
Accrued liabiliy under entry age normal method2014-03-3138,915,299
Normal cost under entry age normal method2014-03-31744,661
Accrued liability under unit credit cost method2014-03-3135,294,400
RPA 94 current liability2014-03-3154,536,906
Expected increase in current liability due to benefits accruing during the plan year2014-03-311,825,294
Expected release from RPA 94 current liability for plan year2014-03-310
Expected plan disbursements for the plan year2014-03-311,870,413
Current value of assets2014-03-3129,348,615
Number of retired participants and beneficiaries receiving payment2014-03-31258
Current liability for retired participants and beneficiaries receiving payment2014-03-3122,943,993
Number of terminated vested participants2014-03-31189
Current liability for terminated vested participants2014-03-315,579,609
Current liability for active participants non vested benefits2014-03-313,535,631
Current liability for active participants vested benefits2014-03-3122,477,673
Total number of active articipats2014-03-31531
Current liability for active participants2014-03-3126,013,304
Total participant count with liabilities2014-03-31978
Total current liabilitoes for participants with libailities2014-03-3154,536,906
Total employer contributions in plan year2014-03-313,034,529
Total employee contributions in plan year2014-03-310
Employer’s normal cost for plan year as of valuation date2014-03-311,782,942
Prior year credit balance2014-03-313,302,574
Amortization credits as of valuation date2014-03-31867,132
2013: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01978
Total number of active participants reported on line 7a of the Form 55002013-04-01506
Number of retired or separated participants receiving benefits2013-04-01215
Number of other retired or separated participants entitled to future benefits2013-04-01217
Total of all active and inactive participants2013-04-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-0152
Total participants2013-04-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0137
Number of employers contributing to the scheme2013-04-0134
2012: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01918
Total number of active participants reported on line 7a of the Form 55002012-04-01531
Number of retired or separated participants receiving benefits2012-04-01207
Number of other retired or separated participants entitled to future benefits2012-04-01189
Total of all active and inactive participants2012-04-01927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-0151
Total participants2012-04-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-011
Number of employers contributing to the scheme2012-04-0130
2011: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01914
Total number of active participants reported on line 7a of the Form 55002011-04-01472
Number of retired or separated participants receiving benefits2011-04-01185
Number of other retired or separated participants entitled to future benefits2011-04-01212
Total of all active and inactive participants2011-04-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-0149
Total participants2011-04-01918
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0137
Number of employers contributing to the scheme2011-04-0130
2009: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01907
Total number of active participants reported on line 7a of the Form 55002009-04-01483
Number of retired or separated participants receiving benefits2009-04-01163
Number of other retired or separated participants entitled to future benefits2009-04-01186
Total of all active and inactive participants2009-04-01832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-0143
Total participants2009-04-01875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0150
Number of employers contributing to the scheme2009-04-0124

Financial Data on LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN

Measure Date Value
2023 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-598,522
Total unrealized appreciation/depreciation of assets2023-03-31$-598,522
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$88,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$108,562
Total income from all sources (including contributions)2023-03-31$1,013,193
Total loss/gain on sale of assets2023-03-31$-1,572,465
Total of all expenses incurred2023-03-31$4,579,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$3,972,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$5,433,711
Value of total assets at end of year2023-03-31$66,203,812
Value of total assets at beginning of year2023-03-31$69,790,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$606,916
Total interest from all sources2023-03-31$493,658
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$1,645,846
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$1,645,846
Administrative expenses professional fees incurred2023-03-31$155,833
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Assets. Other investments not covered elsewhere at end of year2023-03-31$5,467,117
Assets. Other investments not covered elsewhere at beginning of year2023-03-31$6,084,625
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$153,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$108,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$17,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$50,592
Administrative expenses (other) incurred2023-03-31$62,249
Liabilities. Value of operating payables at end of year2023-03-31$70,951
Liabilities. Value of operating payables at beginning of year2023-03-31$57,970
Total non interest bearing cash at end of year2023-03-31$1,101,121
Total non interest bearing cash at beginning of year2023-03-31$1,633,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-3,566,597
Value of net assets at end of year (total assets less liabilities)2023-03-31$66,115,473
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$69,682,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Investment advisory and management fees2023-03-31$237,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$48,255,249
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$48,415,988
Interest earned on other investments2023-03-31$314,545
Income. Interest from US Government securities2023-03-31$49,527
Income. Interest from corporate debt instruments2023-03-31$58,106
Value of interest in common/collective trusts at end of year2023-03-31$1,767,184
Value of interest in common/collective trusts at beginning of year2023-03-31$4,469,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$2,855,355
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$4,431,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$4,431,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$71,480
Asset value of US Government securities at end of year2023-03-31$2,663,502
Asset value of US Government securities at beginning of year2023-03-31$765,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-3,872,560
Net investment gain or loss from common/collective trusts2023-03-31$-516,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$5,433,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$3,972,874
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$3,941,085
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$3,882,136
Contract administrator fees2023-03-31$151,000
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$32,341,577
Aggregate carrying amount (costs) on sale of assets2023-03-31$33,914,042
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31MORROW & CO. LLC CPAS
Accountancy firm EIN2023-03-31481142797
2022 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$-628,371
Total unrealized appreciation/depreciation of assets2022-03-31$-628,371
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$108,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$218,143
Total income from all sources (including contributions)2022-03-31$7,263,619
Total loss/gain on sale of assets2022-03-31$-1,042,499
Total of all expenses incurred2022-03-31$4,279,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$3,642,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$5,076,141
Value of total assets at end of year2022-03-31$69,790,632
Value of total assets at beginning of year2022-03-31$66,916,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$637,564
Total interest from all sources2022-03-31$383,413
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$2,585,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$2,585,655
Administrative expenses professional fees incurred2022-03-31$176,980
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Assets. Other investments not covered elsewhere at end of year2022-03-31$6,084,625
Assets. Other investments not covered elsewhere at beginning of year2022-03-31$5,901,463
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$108,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$115,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$50,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$123,858
Administrative expenses (other) incurred2022-03-31$56,752
Liabilities. Value of operating payables at end of year2022-03-31$57,970
Liabilities. Value of operating payables at beginning of year2022-03-31$94,285
Total non interest bearing cash at end of year2022-03-31$1,633,017
Total non interest bearing cash at beginning of year2022-03-31$1,090,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$2,983,853
Value of net assets at end of year (total assets less liabilities)2022-03-31$69,682,070
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$66,698,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$257,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$48,415,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$48,616,478
Interest earned on other investments2022-03-31$309,535
Income. Interest from US Government securities2022-03-31$16,423
Income. Interest from corporate debt instruments2022-03-31$56,510
Value of interest in common/collective trusts at end of year2022-03-31$4,469,413
Value of interest in common/collective trusts at beginning of year2022-03-31$4,114,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$4,431,140
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$2,307,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$2,307,003
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$945
Asset value of US Government securities at end of year2022-03-31$765,327
Asset value of US Government securities at beginning of year2022-03-31$602,820
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$534,108
Net investment gain or loss from common/collective trusts2022-03-31$355,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$5,076,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$3,642,202
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$3,882,136
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$4,165,415
Contract administrator fees2022-03-31$146,100
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$3,087
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$22,185,713
Aggregate carrying amount (costs) on sale of assets2022-03-31$23,228,212
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31MORROW & CO. LLC CPAS
Accountancy firm EIN2022-03-31481142797
2021 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$-174,845
Total unrealized appreciation/depreciation of assets2021-03-31$-174,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$218,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$50,384
Total income from all sources (including contributions)2021-03-31$22,753,350
Total loss/gain on sale of assets2021-03-31$2,221,785
Total of all expenses incurred2021-03-31$4,145,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$3,550,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$4,386,043
Value of total assets at end of year2021-03-31$66,916,360
Value of total assets at beginning of year2021-03-31$48,140,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$594,643
Total interest from all sources2021-03-31$396,940
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$867,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$867,363
Administrative expenses professional fees incurred2021-03-31$216,995
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Assets. Other investments not covered elsewhere at end of year2021-03-31$5,901,463
Assets. Other investments not covered elsewhere at beginning of year2021-03-31$6,981,025
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$115,727
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$136,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$123,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$1,993
Administrative expenses (other) incurred2021-03-31$133,887
Liabilities. Value of operating payables at end of year2021-03-31$94,285
Liabilities. Value of operating payables at beginning of year2021-03-31$48,391
Total non interest bearing cash at end of year2021-03-31$1,090,126
Total non interest bearing cash at beginning of year2021-03-31$291,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$18,607,729
Value of net assets at end of year (total assets less liabilities)2021-03-31$66,698,217
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$48,090,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$218,452
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$48,616,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$33,028,573
Interest earned on other investments2021-03-31$316,647
Income. Interest from US Government securities2021-03-31$20,600
Income. Interest from corporate debt instruments2021-03-31$56,608
Value of interest in common/collective trusts at end of year2021-03-31$4,114,241
Value of interest in common/collective trusts at beginning of year2021-03-31$2,468,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$2,307,003
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$1,399,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$1,399,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$3,085
Asset value of US Government securities at end of year2021-03-31$602,820
Asset value of US Government securities at beginning of year2021-03-31$1,082,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$13,410,234
Net investment gain or loss from common/collective trusts2021-03-31$1,645,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$4,386,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$3,550,978
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$4,165,415
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$2,743,903
Contract administrator fees2021-03-31$25,309
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$3,087
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$9,729
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$23,709,271
Aggregate carrying amount (costs) on sale of assets2021-03-31$21,487,486
Opinion of an independent qualified public accountant for this plan2021-03-31Disclaimer
Accountancy firm name2021-03-31MORROW & CO., LLC CPAS
Accountancy firm EIN2021-03-31481142797
2020 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$195,651
Total unrealized appreciation/depreciation of assets2020-03-31$195,651
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$1,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$16,173
Total income from all sources (including contributions)2020-03-31$1,722,545
Total loss/gain on sale of assets2020-03-31$899,914
Total of all expenses incurred2020-03-31$3,849,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$3,292,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$5,380,632
Value of total assets at end of year2020-03-31$48,140,872
Value of total assets at beginning of year2020-03-31$50,282,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$557,315
Total interest from all sources2020-03-31$468,806
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,119,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,119,858
Administrative expenses professional fees incurred2020-03-31$185,302
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Assets. Other investments not covered elsewhere at end of year2020-03-31$6,981,025
Assets. Other investments not covered elsewhere at beginning of year2020-03-31$6,303,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$136,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$118,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$1,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$16,173
Administrative expenses (other) incurred2020-03-31$84,979
Total non interest bearing cash at end of year2020-03-31$291,365
Total non interest bearing cash at beginning of year2020-03-31$223,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-2,127,378
Value of net assets at end of year (total assets less liabilities)2020-03-31$48,138,879
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$50,266,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$237,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$33,028,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$38,120,049
Interest earned on other investments2020-03-31$333,608
Income. Interest from US Government securities2020-03-31$42,563
Income. Interest from corporate debt instruments2020-03-31$56,766
Value of interest in common/collective trusts at end of year2020-03-31$2,468,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$1,399,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$1,744,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$1,744,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$35,869
Asset value of US Government securities at end of year2020-03-31$1,082,015
Asset value of US Government securities at beginning of year2020-03-31$1,304,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-5,060,644
Net investment gain or loss from common/collective trusts2020-03-31$-1,281,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$5,380,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$3,292,608
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$2,743,903
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$2,445,873
Contract administrator fees2020-03-31$49,814
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$9,729
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$20,954
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$36,997,440
Aggregate carrying amount (costs) on sale of assets2020-03-31$36,097,526
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31MORROW & CO., LLC CPA'S
Accountancy firm EIN2020-03-31481142797
2019 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-03-31$180,071
Total unrealized appreciation/depreciation of assets2019-03-31$180,071
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$16,173
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$12,607
Total income from all sources (including contributions)2019-03-31$7,549,342
Total loss/gain on sale of assets2019-03-31$-139,507
Total of all expenses incurred2019-03-31$3,388,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$2,903,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$5,399,726
Value of total assets at end of year2019-03-31$50,282,430
Value of total assets at beginning of year2019-03-31$46,118,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$485,500
Total interest from all sources2019-03-31$444,875
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$1,427,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$1,427,487
Administrative expenses professional fees incurred2019-03-31$131,010
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Assets. Other investments not covered elsewhere at end of year2019-03-31$6,303,930
Assets. Other investments not covered elsewhere at beginning of year2019-03-31$6,306,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-03-31$118,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-03-31$111,179
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$16,173
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$12,607
Administrative expenses (other) incurred2019-03-31$91,037
Total non interest bearing cash at end of year2019-03-31$223,477
Total non interest bearing cash at beginning of year2019-03-31$202,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$4,160,480
Value of net assets at end of year (total assets less liabilities)2019-03-31$50,266,257
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$46,105,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$206,604
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$38,120,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$34,827,313
Interest earned on other investments2019-03-31$323,300
Income. Interest from US Government securities2019-03-31$40,557
Income. Interest from corporate debt instruments2019-03-31$56,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$1,744,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$1,150,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$1,150,365
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-03-31$24,965
Asset value of US Government securities at end of year2019-03-31$1,304,599
Asset value of US Government securities at beginning of year2019-03-31$270,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$236,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31Yes
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Contributions received in cash from employer2019-03-31$5,399,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$2,903,362
Asset. Corporate debt instrument debt (other) at end of year2019-03-31$2,445,873
Asset. Corporate debt instrument debt (other) at beginning of year2019-03-31$3,217,570
Contract administrator fees2019-03-31$56,849
Assets. Value of buildings and other operty used in plan operation at end of year2019-03-31$20,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-03-31$32,179
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Aggregate proceeds on sale of assets2019-03-31$9,119,301
Aggregate carrying amount (costs) on sale of assets2019-03-31$9,258,808
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31MORROW & CO., LLC CPA'S
Accountancy firm EIN2019-03-31481142797
2018 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$-236,888
Total unrealized appreciation/depreciation of assets2018-03-31$-236,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$12,607
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$41,636
Total income from all sources (including contributions)2018-03-31$8,239,236
Total loss/gain on sale of assets2018-03-31$-33,316
Total of all expenses incurred2018-03-31$3,298,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$2,810,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$4,367,214
Value of total assets at end of year2018-03-31$46,118,384
Value of total assets at beginning of year2018-03-31$41,207,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$488,525
Total interest from all sources2018-03-31$406,045
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Administrative expenses professional fees incurred2018-03-31$79,679
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Assets. Other investments not covered elsewhere at end of year2018-03-31$6,306,841
Assets. Other investments not covered elsewhere at beginning of year2018-03-31$5,553,555
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$111,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$111,250
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$12,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$41,636
Other income not declared elsewhere2018-03-31$136
Administrative expenses (other) incurred2018-03-31$164,439
Total non interest bearing cash at end of year2018-03-31$202,426
Total non interest bearing cash at beginning of year2018-03-31$331,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$4,940,322
Value of net assets at end of year (total assets less liabilities)2018-03-31$46,105,777
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$41,165,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$202,947
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$34,827,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$30,241,339
Interest earned on other investments2018-03-31$284,373
Income. Interest from US Government securities2018-03-31$62,441
Income. Interest from corporate debt instruments2018-03-31$49,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$1,150,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$855,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$855,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$10,093
Asset value of US Government securities at end of year2018-03-31$270,511
Asset value of US Government securities at beginning of year2018-03-31$604,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$3,736,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$4,367,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$2,810,389
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$3,217,570
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$3,509,390
Contract administrator fees2018-03-31$41,460
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$32,179
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$9,183,085
Aggregate carrying amount (costs) on sale of assets2018-03-31$9,216,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31MORROW & CO., LLC
Accountancy firm EIN2018-03-31481142797
2017 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$-189,980
Total unrealized appreciation/depreciation of assets2017-03-31$-189,980
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$41,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$1,136
Total income from all sources (including contributions)2017-03-31$8,402,477
Total loss/gain on sale of assets2017-03-31$-126,381
Total of all expenses incurred2017-03-31$3,276,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$2,904,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$4,720,748
Value of total assets at end of year2017-03-31$41,207,091
Value of total assets at beginning of year2017-03-31$36,040,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$371,487
Total interest from all sources2017-03-31$393,324
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$870,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$870,740
Administrative expenses professional fees incurred2017-03-31$96,911
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Assets. Other investments not covered elsewhere at end of year2017-03-31$5,553,555
Assets. Other investments not covered elsewhere at beginning of year2017-03-31$4,926,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$111,250
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$120,128
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$41,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$1,136
Other income not declared elsewhere2017-03-31$261
Administrative expenses (other) incurred2017-03-31$99,302
Total non interest bearing cash at end of year2017-03-31$331,775
Total non interest bearing cash at beginning of year2017-03-31$238,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$5,126,255
Value of net assets at end of year (total assets less liabilities)2017-03-31$41,165,455
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$36,039,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$152,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$30,241,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$25,066,509
Interest earned on other investments2017-03-31$306,489
Income. Interest from US Government securities2017-03-31$36,591
Income. Interest from corporate debt instruments2017-03-31$47,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$855,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$1,076,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$1,076,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$3,017
Asset value of US Government securities at end of year2017-03-31$604,606
Asset value of US Government securities at beginning of year2017-03-31$833,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$2,733,765
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$4,720,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$2,904,735
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$3,509,390
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$3,778,817
Contract administrator fees2017-03-31$22,980
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$13,112,943
Aggregate carrying amount (costs) on sale of assets2017-03-31$13,239,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31MORROW & CO., LLC
Accountancy firm EIN2017-03-31481142797
2016 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-40,734
Total unrealized appreciation/depreciation of assets2016-03-31$-40,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$1,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$10,661
Total income from all sources (including contributions)2016-03-31$4,493,098
Total loss/gain on sale of assets2016-03-31$239,742
Total of all expenses incurred2016-03-31$2,863,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$2,519,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$4,380,792
Value of total assets at end of year2016-03-31$36,040,336
Value of total assets at beginning of year2016-03-31$34,420,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$344,332
Total interest from all sources2016-03-31$392,074
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$762,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$762,106
Administrative expenses professional fees incurred2016-03-31$97,598
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
If this is an individual account plan, was there a blackout period2016-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Assets. Other investments not covered elsewhere at end of year2016-03-31$4,926,101
Assets. Other investments not covered elsewhere at beginning of year2016-03-31$4,109,863
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$120,128
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$100,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$1,136
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$10,661
Other income not declared elsewhere2016-03-31$403
Administrative expenses (other) incurred2016-03-31$62,503
Total non interest bearing cash at end of year2016-03-31$238,303
Total non interest bearing cash at beginning of year2016-03-31$213,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$1,629,515
Value of net assets at end of year (total assets less liabilities)2016-03-31$36,039,200
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$34,409,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$161,251
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$25,066,509
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$23,768,398
Interest earned on other investments2016-03-31$181,071
Income. Interest from US Government securities2016-03-31$150,380
Income. Interest from corporate debt instruments2016-03-31$60,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$1,076,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$922,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$922,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$310
Asset value of US Government securities at end of year2016-03-31$833,991
Asset value of US Government securities at beginning of year2016-03-31$1,053,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-1,241,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$4,380,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$2,519,251
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$3,778,817
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$4,251,960
Contract administrator fees2016-03-31$22,980
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$9,220,423
Aggregate carrying amount (costs) on sale of assets2016-03-31$8,980,681
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31MORROW & CO. LLC
Accountancy firm EIN2016-03-31481142797
2015 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$30,607
Total unrealized appreciation/depreciation of assets2015-03-31$30,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$10,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$7,744
Total income from all sources (including contributions)2015-03-31$5,373,930
Total loss/gain on sale of assets2015-03-31$-88,742
Total of all expenses incurred2015-03-31$2,685,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$2,319,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$3,561,804
Value of total assets at end of year2015-03-31$34,420,346
Value of total assets at beginning of year2015-03-31$31,729,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$366,342
Total interest from all sources2015-03-31$367,022
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$656,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$656,131
Administrative expenses professional fees incurred2015-03-31$142,545
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$4,109,863
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$2,990,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$100,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$93,794
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$10,661
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$7,744
Other income not declared elsewhere2015-03-31$265
Administrative expenses (other) incurred2015-03-31$39,403
Total non interest bearing cash at end of year2015-03-31$213,713
Total non interest bearing cash at beginning of year2015-03-31$100,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$2,688,152
Value of net assets at end of year (total assets less liabilities)2015-03-31$34,409,685
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$31,721,533
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$159,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$23,768,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$17,793,437
Interest earned on other investments2015-03-31$271,396
Income. Interest from US Government securities2015-03-31$49,127
Income. Interest from corporate debt instruments2015-03-31$46,280
Value of interest in common/collective trusts at end of year2015-03-31$0
Value of interest in common/collective trusts at beginning of year2015-03-31$2,442,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$922,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$2,313,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$2,313,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$219
Asset value of US Government securities at end of year2015-03-31$1,053,324
Asset value of US Government securities at beginning of year2015-03-31$1,342,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$848,294
Net investment gain or loss from common/collective trusts2015-03-31$-1,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$3,561,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$2,319,436
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$4,251,960
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$4,652,900
Contract administrator fees2015-03-31$24,895
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$18,538,020
Aggregate carrying amount (costs) on sale of assets2015-03-31$18,626,762
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31MORROW & CO. LLC, CPA'S
Accountancy firm EIN2015-03-31481142797
2014 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$-339,974
Total unrealized appreciation/depreciation of assets2014-03-31$-339,974
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$7,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$9,445
Total income from all sources (including contributions)2014-03-31$5,038,969
Total loss/gain on sale of assets2014-03-31$-33,898
Total of all expenses incurred2014-03-31$2,656,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$2,375,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$3,418,774
Value of total assets at end of year2014-03-31$31,729,277
Value of total assets at beginning of year2014-03-31$29,348,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$281,366
Total interest from all sources2014-03-31$361,637
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$419,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$419,886
Administrative expenses professional fees incurred2014-03-31$76,661
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$2,990,719
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$2,088,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$93,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$95,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$7,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$9,445
Administrative expenses (other) incurred2014-03-31$38,558
Total non interest bearing cash at end of year2014-03-31$100,076
Total non interest bearing cash at beginning of year2014-03-31$195,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$2,382,363
Value of net assets at end of year (total assets less liabilities)2014-03-31$31,721,533
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$29,339,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$143,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$17,793,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$16,019,826
Interest earned on other investments2014-03-31$257,858
Income. Interest from US Government securities2014-03-31$62,308
Income. Interest from corporate debt instruments2014-03-31$41,295
Value of interest in common/collective trusts at end of year2014-03-31$2,442,110
Value of interest in common/collective trusts at beginning of year2014-03-31$2,581,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$2,313,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,462,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,462,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$176
Asset value of US Government securities at end of year2014-03-31$1,342,472
Asset value of US Government securities at beginning of year2014-03-31$1,521,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$1,352,114
Net investment gain or loss from common/collective trusts2014-03-31$-139,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$3,418,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$2,375,240
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$4,652,900
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$5,383,834
Contract administrator fees2014-03-31$22,980
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$5,681,891
Aggregate carrying amount (costs) on sale of assets2014-03-31$5,715,789
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31MORROW & CO. LLC, CPA'S
Accountancy firm EIN2014-03-31481142797
2013 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$131,310
Total unrealized appreciation/depreciation of assets2013-03-31$131,310
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$9,445
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$1,188
Total income from all sources (including contributions)2013-03-31$4,804,867
Total loss/gain on sale of assets2013-03-31$807,194
Total of all expenses incurred2013-03-31$2,286,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$1,980,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$2,751,944
Value of total assets at end of year2013-03-31$29,348,615
Value of total assets at beginning of year2013-03-31$26,822,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$306,070
Total interest from all sources2013-03-31$368,519
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$495,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$458,790
Administrative expenses professional fees incurred2013-03-31$75,888
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$2,088,029
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$2,471,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$95,605
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$97,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$9,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$1,188
Other income not declared elsewhere2013-03-31$733
Administrative expenses (other) incurred2013-03-31$36,577
Total non interest bearing cash at end of year2013-03-31$195,636
Total non interest bearing cash at beginning of year2013-03-31$120,494
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$2,517,927
Value of net assets at end of year (total assets less liabilities)2013-03-31$29,339,170
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$26,821,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$170,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$16,019,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$9,557,344
Interest earned on other investments2013-03-31$90,767
Income. Interest from US Government securities2013-03-31$56,537
Income. Interest from corporate debt instruments2013-03-31$220,517
Value of interest in common/collective trusts at end of year2013-03-31$2,581,680
Value of interest in common/collective trusts at beginning of year2013-03-31$2,316,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,462,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$1,130,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$1,130,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$698
Asset value of US Government securities at end of year2013-03-31$1,521,665
Asset value of US Government securities at beginning of year2013-03-31$1,533,436
Net investment gain or loss from common/collective trusts2013-03-31$250,076
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$2,751,944
Income. Dividends from common stock2013-03-31$36,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$1,980,870
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$5,383,834
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$4,753,297
Contract administrator fees2013-03-31$22,980
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$4,841,612
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$13,231,492
Aggregate carrying amount (costs) on sale of assets2013-03-31$12,424,298
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31MORROW & CO. LLC CPA'S
Accountancy firm EIN2013-03-31481142797
2012 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$181,122
Total unrealized appreciation/depreciation of assets2012-03-31$181,122
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$1,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$12,872
Total income from all sources (including contributions)2012-03-31$3,126,147
Total loss/gain on sale of assets2012-03-31$131,643
Total of all expenses incurred2012-03-31$2,127,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$1,703,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$2,352,770
Value of total assets at end of year2012-03-31$26,822,431
Value of total assets at beginning of year2012-03-31$25,835,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$423,953
Total interest from all sources2012-03-31$349,227
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$306,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$247,394
Administrative expenses professional fees incurred2012-03-31$68,373
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$2,471,896
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$2,108,779
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$97,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$98,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$1,188
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$12,872
Other income not declared elsewhere2012-03-31$68
Administrative expenses (other) incurred2012-03-31$156,474
Total non interest bearing cash at end of year2012-03-31$120,494
Total non interest bearing cash at beginning of year2012-03-31$131,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$998,324
Value of net assets at end of year (total assets less liabilities)2012-03-31$26,821,243
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$25,822,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Investment advisory and management fees2012-03-31$178,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$9,557,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$9,260,474
Interest earned on other investments2012-03-31$230,331
Income. Interest from US Government securities2012-03-31$68,028
Income. Interest from corporate debt instruments2012-03-31$49,602
Value of interest in common/collective trusts at end of year2012-03-31$2,316,560
Value of interest in common/collective trusts at beginning of year2012-03-31$2,511,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$1,130,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$1,283,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$1,283,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$1,266
Asset value of US Government securities at end of year2012-03-31$1,533,436
Asset value of US Government securities at beginning of year2012-03-31$1,685,383
Net investment gain or loss from common/collective trusts2012-03-31$-195,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$2,352,770
Income. Dividends from common stock2012-03-31$59,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$1,703,870
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$4,753,297
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$3,884,254
Contract administrator fees2012-03-31$21,065
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$4,841,612
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$4,870,611
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$11,032,562
Aggregate carrying amount (costs) on sale of assets2012-03-31$10,900,919
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31MORROW & CO. LLC CPA'S
Accountancy firm EIN2012-03-31481142797
2011 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$824,555
Total unrealized appreciation/depreciation of assets2011-03-31$824,555
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$12,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$16,928
Total income from all sources (including contributions)2011-03-31$4,414,686
Total loss/gain on sale of assets2011-03-31$74,425
Total of all expenses incurred2011-03-31$2,051,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$1,535,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$2,479,532
Value of total assets at end of year2011-03-31$25,835,791
Value of total assets at beginning of year2011-03-31$23,476,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$516,101
Total interest from all sources2011-03-31$342,511
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$428,020
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$375,003
Administrative expenses professional fees incurred2011-03-31$104,558
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$2,108,779
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$6,379,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$98,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$52,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$12,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$16,928
Other income not declared elsewhere2011-03-31$542
Administrative expenses (other) incurred2011-03-31$290,621
Total non interest bearing cash at end of year2011-03-31$131,851
Total non interest bearing cash at beginning of year2011-03-31$97,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$2,363,107
Value of net assets at end of year (total assets less liabilities)2011-03-31$25,822,919
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$23,459,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Investment advisory and management fees2011-03-31$97,942
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$9,260,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$1,191,371
Interest earned on other investments2011-03-31$56,486
Income. Interest from US Government securities2011-03-31$219,695
Income. Interest from corporate debt instruments2011-03-31$64,435
Value of interest in common/collective trusts at end of year2011-03-31$2,511,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$1,283,856
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$3,035,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$3,035,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$1,895
Asset value of US Government securities at end of year2011-03-31$1,685,383
Asset value of US Government securities at beginning of year2011-03-31$2,425,787
Net investment gain or loss from common/collective trusts2011-03-31$265,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$2,479,532
Income. Dividends from common stock2011-03-31$53,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$1,535,478
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$3,884,254
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$6,618,025
Contract administrator fees2011-03-31$22,980
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$4,870,611
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$3,676,060
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$35,239,948
Aggregate carrying amount (costs) on sale of assets2011-03-31$35,165,523
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31MORROW & COMPANY, LLC CPA'S
Accountancy firm EIN2011-03-31481142797
2010 : LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2010 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN

2022: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: LOCAL 441 PLUMBERS & PIPEFITTERS RETIREMENT PLAN 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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