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LOCAL 750 I.A.T.S.E. PENSI0N PLAN 401k Plan overview

Plan NameLOCAL 750 I.A.T.S.E. PENSI0N PLAN
Plan identification number 001

LOCAL 750 I.A.T.S.E. PENSI0N PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

TRUSTEES-LOCAL 750 I.A.T.S.E. PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES-LOCAL 750 I.A.T.S.E. PENSION PLAN
Employer identification number (EIN):621412288
NAIC Classification:713900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 750 I.A.T.S.E. PENSI0N PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01DANIEL GARNETT
0012014-01-01DANIEL GARNETT
0012013-01-01DANIEL GARNETT
0012012-01-01MICHAEL KEENAN
0012011-01-01MICHAEL KEENAN
0012010-01-01MICHAEL KEENAN
0012009-01-01PAUL MERKEL

Plan Statistics for LOCAL 750 I.A.T.S.E. PENSI0N PLAN

401k plan membership statisitcs for LOCAL 750 I.A.T.S.E. PENSI0N PLAN

Measure Date Value
2015: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0118
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01140
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0118
Number of participants with account balances2014-01-0118
Number of employers contributing to the scheme2014-01-010
2013: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-0185
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0154
Total of all active and inactive participants2013-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01140
Number of participants with account balances2013-01-01140
Number of employers contributing to the scheme2013-01-018
2012: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01145
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0164
Total of all active and inactive participants2012-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01160
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0113
2011: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01149
Total number of active participants reported on line 7a of the Form 55002011-01-01138
Number of retired or separated participants receiving benefits2011-01-017
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01145
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0113
2010: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01144
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01149
Number of participants with account balances2010-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0113
2009: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01188
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01152
Number of participants with account balances2009-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0115

Financial Data on LOCAL 750 I.A.T.S.E. PENSI0N PLAN

Measure Date Value
2015 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$4,440
Total income from all sources2015-12-31$-148
Expenses. Total of all expenses incurred2015-12-31$99,549
Benefits paid (including direct rollovers)2015-12-31$98,399
Total plan assets at end of year2015-12-31$0
Total plan assets at beginning of year2015-12-31$104,137
Value of fidelity bond covering the plan2015-12-31$350,000
Other income received2015-12-31$-148
Net income (gross income less expenses)2015-12-31$-99,697
Net plan assets at end of year (total assets less liabilities)2015-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$99,697
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,150
2014 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,440
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$39,856
Total income from all sources (including contributions)2014-12-31$29,131
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,554,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,541,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$104,137
Value of total assets at beginning of year2014-12-31$3,665,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,484
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$350,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$10,415
Administrative expenses (other) incurred2014-12-31$2,520
Liabilities. Value of operating payables at end of year2014-12-31$4,440
Liabilities. Value of operating payables at beginning of year2014-12-31$29,441
Total non interest bearing cash at end of year2014-12-31$28,482
Total non interest bearing cash at beginning of year2014-12-31$12,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-3,525,783
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,697
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,625,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,497
Value of interest in common/collective trusts at end of year2014-12-31$75,650
Value of interest in common/collective trusts at beginning of year2014-12-31$3,642,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$10,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$10,418
Net investment gain or loss from common/collective trusts2014-12-31$29,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,541,430
Contract administrator fees2014-12-31$9,467
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2014-12-31362152389
2013 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$26,263
Total income from all sources (including contributions)2013-12-31$493,915
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$309,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$255,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$119,513
Value of total assets at end of year2013-12-31$3,665,336
Value of total assets at beginning of year2013-12-31$3,467,063
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,265
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$28,312
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$10,415
Administrative expenses (other) incurred2013-12-31$5,386
Liabilities. Value of operating payables at end of year2013-12-31$29,441
Liabilities. Value of operating payables at beginning of year2013-12-31$26,263
Total non interest bearing cash at end of year2013-12-31$12,606
Total non interest bearing cash at beginning of year2013-12-31$10,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$184,680
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,625,480
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,440,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,841
Value of interest in common/collective trusts at end of year2013-12-31$3,642,312
Value of interest in common/collective trusts at beginning of year2013-12-31$3,443,963
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$10,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$374,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$119,513
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$12,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$255,970
Contract administrator fees2013-12-31$16,726
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2013-12-31362152389
2012 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$26,263
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,138
Total income from all sources (including contributions)2012-12-31$358,308
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$154,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$96,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$121,758
Value of total assets at end of year2012-12-31$3,467,063
Value of total assets at beginning of year2012-12-31$3,251,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$58,245
Total interest from all sources2012-12-31$20
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$39,531
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$190
Administrative expenses (other) incurred2012-12-31$2,579
Liabilities. Value of operating payables at end of year2012-12-31$26,263
Liabilities. Value of operating payables at beginning of year2012-12-31$14,138
Total non interest bearing cash at end of year2012-12-31$10,141
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$203,653
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,440,800
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,237,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$9,702
Value of interest in common/collective trusts at end of year2012-12-31$3,443,963
Value of interest in common/collective trusts at beginning of year2012-12-31$3,220,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$20,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$20,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$20
Net investment gain or loss from common/collective trusts2012-12-31$236,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$121,758
Employer contributions (assets) at end of year2012-12-31$12,769
Employer contributions (assets) at beginning of year2012-12-31$9,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$96,410
Contract administrator fees2012-12-31$6,433
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2012-12-31362152389
2011 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,138
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,447
Total income from all sources (including contributions)2011-12-31$194,287
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$467,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$429,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$105,428
Value of total assets at end of year2011-12-31$3,251,285
Value of total assets at beginning of year2011-12-31$3,513,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$37,744
Total interest from all sources2011-12-31$128
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$22,727
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$1,738
Administrative expenses (other) incurred2011-12-31$2,040
Liabilities. Value of operating payables at end of year2011-12-31$14,138
Liabilities. Value of operating payables at beginning of year2011-12-31$3,447
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$2,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-272,812
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,237,147
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,509,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$12,977
Value of interest in common/collective trusts at end of year2011-12-31$3,220,953
Value of interest in common/collective trusts at beginning of year2011-12-31$3,493,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$20,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,850
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,850
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$128
Net investment gain or loss from common/collective trusts2011-12-31$86,993
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$105,428
Employer contributions (assets) at end of year2011-12-31$9,434
Employer contributions (assets) at beginning of year2011-12-31$7,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$429,355
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2011-12-31362152389
2010 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,303
Total income from all sources (including contributions)2010-12-31$389,195
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$77,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$43,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$130,830
Value of total assets at end of year2010-12-31$3,513,406
Value of total assets at beginning of year2010-12-31$3,204,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$33,585
Total interest from all sources2010-12-31$141
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$19,458
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$543
Administrative expenses (other) incurred2010-12-31$2,042
Liabilities. Value of operating payables at end of year2010-12-31$3,447
Liabilities. Value of operating payables at beginning of year2010-12-31$6,303
Total non interest bearing cash at end of year2010-12-31$2,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$311,758
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,509,959
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,198,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$12,085
Value of interest in common/collective trusts at end of year2010-12-31$3,493,734
Value of interest in common/collective trusts at beginning of year2010-12-31$3,160,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$30,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$30,950
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$141
Net investment gain or loss from common/collective trusts2010-12-31$257,681
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$130,830
Employer contributions (assets) at end of year2010-12-31$7,158
Employer contributions (assets) at beginning of year2010-12-31$12,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$43,852
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BANSLEY AND KIENER, L.L.P.
Accountancy firm EIN2010-12-31362152389
2009 : LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOCAL 750 I.A.T.S.E. PENSI0N PLAN

2015: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 750 I.A.T.S.E. PENSI0N PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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