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ROANOKE IRON WAORKERS PENSION FUND 401k Plan overview

Plan NameROANOKE IRON WAORKERS PENSION FUND
Plan identification number 001

ROANOKE IRON WAORKERS PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES ROANOKE IRON WORKERS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES ROANOKE IRON WORKERS
Employer identification number (EIN):546112989
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROANOKE IRON WAORKERS PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012010-10-01LARRY PATTERSON LARRY PATTERSON2012-07-11
0012009-10-01JOHN P. CEFALU JOHN P. CEFALU2011-06-16
0012008-10-01

Plan Statistics for ROANOKE IRON WAORKERS PENSION FUND

401k plan membership statisitcs for ROANOKE IRON WAORKERS PENSION FUND

Measure Date Value
2010: ROANOKE IRON WAORKERS PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-10-01204
Total number of active participants reported on line 7a of the Form 55002010-10-010
Total of all active and inactive participants2010-10-010
Total participants2010-10-010
Number of employers contributing to the scheme2010-10-010
2009: ROANOKE IRON WAORKERS PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-10-01206
Total number of active participants reported on line 7a of the Form 55002009-10-0182
Number of retired or separated participants receiving benefits2009-10-0167
Number of other retired or separated participants entitled to future benefits2009-10-0155
Total of all active and inactive participants2009-10-01204
Total participants2009-10-01204
Number of employers contributing to the scheme2009-10-0118

Financial Data on ROANOKE IRON WAORKERS PENSION FUND

Measure Date Value
2011 : ROANOKE IRON WAORKERS PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-09-30$-171,458
Total unrealized appreciation/depreciation of assets2011-09-30$-171,458
Total transfer of assets from this plan2011-09-30$5,314,823
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$16,743
Total income from all sources (including contributions)2011-09-30$494,870
Total loss/gain on sale of assets2011-09-30$193,176
Total of all expenses incurred2011-09-30$662,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$541,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$362,826
Value of total assets at end of year2011-09-30$0
Value of total assets at beginning of year2011-09-30$5,498,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$120,050
Total interest from all sources2011-09-30$59,162
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$51,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$53,665
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$54,358
Administrative expenses (other) incurred2011-09-30$10,449
Liabilities. Value of operating payables at end of year2011-09-30$0
Liabilities. Value of operating payables at beginning of year2011-09-30$16,743
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$43,952
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-167,141
Value of net assets at end of year (total assets less liabilities)2011-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$5,481,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$30,562
Income. Interest from US Government securities2011-09-30$12,665
Income. Interest from corporate debt instruments2011-09-30$46,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$313,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$313,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$39
Asset value of US Government securities at end of year2011-09-30$0
Asset value of US Government securities at beginning of year2011-09-30$1,350,590
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$362,826
Employer contributions (assets) at end of year2011-09-30$0
Employer contributions (assets) at beginning of year2011-09-30$38,561
Income. Dividends from common stock2011-09-30$51,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$541,961
Asset. Corporate debt instrument debt (other) at end of year2011-09-30$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-09-30$717,609
Contract administrator fees2011-09-30$25,374
Assets. Corporate common stocks other than exployer securities at end of year2011-09-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-09-30$2,980,591
Did the plan have assets held for investment2011-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30Yes
Aggregate proceeds on sale of assets2011-09-30$4,801,360
Aggregate carrying amount (costs) on sale of assets2011-09-30$4,608,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30DENNIS G. JENKINS, CPA.LLC
Accountancy firm EIN2011-09-30205886120

Form 5500 Responses for ROANOKE IRON WAORKERS PENSION FUND

2010: ROANOKE IRON WAORKERS PENSION FUND 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Submission has been amendedNo
2010-10-01This submission is the final filingYes
2010-10-01This return/report is a short plan year return/report (less than 12 months)No
2010-10-01Plan is a collectively bargained planYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement - TrustYes
2009: ROANOKE IRON WAORKERS PENSION FUND 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: ROANOKE IRON WAORKERS PENSION FUND 2008 form 5500 responses
2008-10-01Type of plan entityMulti-employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

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