Beruflich Dokumente
Kultur Dokumente
B This return/report is: (1) the first return/report filed for the plan; (3) the final return/report filed for the plan;
(2) the amended return/report; (4) a short plan year return/report (less than 12
months).
C If the plan is a collectively-bargained plan, check here
D If you filed for an extension of time to file, check the box and attach a copy of the extension application
Part II Basic Plan Information – enter all requested information.
1a Name of plan 1b Three-digit
501
plan number (PN)
NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS VACATION FUND 1c Effective date of plan (mo., day, yr.)
July 01, 1966
2a Plan sponsor's name and address (employer, if for a single-employer plan) 2b Employer Identification Number (EIN)
(Address should include room or suite no.) 13-6227443
2c Sponsor's telephone number
BOARD OF TRUSTEES OF NYC DISTRICT COUNCIL OF CARPENTERS VACATION 212-366-7300
FUND 2d Business code (see instructions)
395 HUDSON ST 236200
NEW YORK NY 10014-3669
Caution: A penalty for the late or incomplete filing of this return/report will be assessed unless reasonable cause is established.
Under penalties of perjury and other penalties set forth in the instructions, I declare that I have examined this return/report, including
accompanying schedules, statements and attachments, and to the best of my knowledge and belief, it is true, correct, and complete.
Signature of plan administrator Date Typed or printed name of individual signing as plan administrator
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3a Plan administrator's name and address (if same as plan sponsor, enter"Same") 3b Administrator's EIN
4 If the name and/or EIN of the plan sponsor has changed since the last return/report filed for this plan, enter the b EIN
name, EIN and the plan number from the last return/report below:
c PN
a Sponsor's name
5 Preparer information (optional) a Name (including firm name, if applicable) and address b EIN
61-1436956
NOVAK FRANCELLA, LLC c Telephone no.
450 SEVENTH AVENUE, SUITE 3500 212-279-4262
NEW YORK NY 10123
6 Total number of participants at the beginning of the plan year 6 17,206
7 Number of participants as of the end of the plan year (welfare plans complete only lines 7a, 7b, 7c, and 7d)
a Active participants a 17,616
b Retired or separated participants receiving benefits b
c Other retired or separated participants entitled to future benefits c
d Subtotal. Add lines 7a, 7b, and 7c d 17,616
e Deceased participants whose beneficiaries are receiving or are entitled to receive benefits e
f Total. Add lines 7d and 7e f
g Number of participants with account balances as of the end of the plan year (only defined contribution plans g
complete this item)
h Number of participants that terminated employment during the plan year with accrued benefits that were less h
than 100% vested
i If any participant(s) separated from service with a deferred vested benefit, enter the number of separated i
participants required to be reported on a Schedule SSA (Form 5500)
8 Benefits provided under the plan (complete 8a through 8c, as applicable)
a Pension benefits (check this box if the plan provides pension benefits and enter the applicable pension feature codes from the List
of Plan Characteristics Codes (printed in the instructions)):
b Welfare benefits (check this box if the plan provides welfare benefits and enter the applicable welfare feature codes from the List of
Plan Characteristics Codes (printed in the instructions)):
4Q 4U
9a Plan funding arrangement (check all that apply) 9b Plan benefit arrangement (check all that apply)
(1) Insurance (1) Insurance
(2) Section 412(i) insurance contracts (2) Section 412(i) insurance contracts
(3) Trust (3) Trust
(4) General assets of the sponsor (4) General assets of the sponsor
10 Schedules attached (Check all applicable boxes and, where indicated, enter the number attached. See instructions.)
a Pension Benefit Schedules b Financial Schedules
(1) R (Retirement Plan Information) (1) H (Financial Information)
(2) I (Financial Information – Small Plan)
(2) T (Qualified Pension Plan Coverage Information)
(3) A (Insurance Information)
If a Schedule T is not attached because the plan is (4) C (Service Provider Information)
relying on coverage testing information for a prior (5) D (DFE/Participating Plan Information)
year, enter the year (6) G (Financial Transaction Schedules)
(7) 1 P (Trust Fiduciary Information)
(3) B (Actuarial Information)
(4) E (ESOP Annual Information)
(5) SSA (Separated Vested participant Information)
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annual information return from every section 401(a) organization exempt from tax
2005
section 501(a).
This Form
Filing this form will start the running of the statute of limitations under section
is Open to
6501(a) for any trust described in section 401(a) that is exempt from tax under section 501(a).
Public
Inspection
File as an Attachment to Form 5500 or 5500-EZ.
For the calendar plan year 2005 or fiscal plan year beginning July 01, 2005 and ending June 30, 2006
1a Name of trustee or custodian BOARD OF TRUSTEES OF NYC DISTRICT
b Number, street, and room or suite no. (If a P.O. box, see the instructions for Form 5500 or 5500-EZ.)
395 HUDSON STREET
c City or town, state, and ZIP code NEW YORK, NY 10014
2a Name of trust NEW YORK CITY DISTRICT COUNCIL OF C ARPENTERS VACATION FUND
b Trust's employer identification number 13-6227443
3 Name of plan if different from name of trust
4 Have you furnished the participating employee benefit plan(s) with the trust financial information required
to be reported by the plan(s)?.................................................................................................................... Yes No
5 Enter the plan sponsor's employer identification number as shown on Form 5500 or 5500-EZ 13-6227443
Under penalties of perjury, I declare that I have examined this schedule, and to the best of my knowledge and belief it is true, correct, and
complete.
Signature of fiduciary Date April 10, 2007
For Paperwork Reduction Act Notice and OMB Control Numbers,
v2.3 Schedule P Form 5500 (2005)
see the instructions for Form 5500 or 5500-EZ
NONE $261,228
10
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NONE $226,347
16
NONE $219,851
10
NONE $190,226
22
NONE $103,710
22
ADP 13-3036745
DATA PROCESSING
(d) Relationship to employer, employee organization, (e) Gross salary or (f) Fees and commissions (g) Nature of service code(s)
or person known to be a party-in-interest allowances paid by plan paid by plan (see instructions)
NONE $66,280
16
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NONE $64,676
17
NONE $27,812
10
NONE $22,551
10
NONE $11,541
22
NONE $10,074
22
EMPLOYEE $7,989
13
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EMPLOYEE $12,626
13
EMPLOYEE $8,132
13
EMPLOYEE $9,054
13
EMPLOYEE $41,497
13
EMPLOYEE $34,594
13
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EMPLOYEE $13,164
13
EMPLOYEE $11,030
13
EMPLOYEE $7,988
13
EMPLOYEE $8,372
13
EMPLOYEE $18,478
13
EMPLOYEE $11,473
13
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EMPLOYEE $11,160
13
NONE $9,193
13
EMPLOYEE $9,102
13
EMPLOYEE $14,703
13
EMPLOYEE $10,856
13
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EMPLOYEE $8,258
13
EMPLOYEE $16,429
13
EMPLOYEE $18,006
13
CONTRACT ADMINISTRATOR
(d) Relationship to employer, employee organization, (e) Gross salary or (f) Fees and commissions (g) Nature of service code(s)
or person known to be a party-in-interest allowances paid by plan paid by plan (see instructions)
12
EMPLOYEE $12,689
13
EMPLOYEE $9,005
13
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EMPLOYEE $8,626
13
EMPLOYEE $16,028
13
EMPLOYEE $9,203
13
EMPLOYEE $8,543
13
EMPLOYEE $9,002
13
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EMPLOYEE $14,336
13
EMPLOYEE $13,617
13
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form Schedule D (Form 5500)
5500. v2.3 2005
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Department of the Treasury This schedule is required to be filed under section 104 of the Employee 2005
Internal Revenue Service Retirement Income Security Act of 1974 (ERISA) and section 6058(a) of the This Form is Open to
Department of Labor Internal Revenue Code (the Code). Public Inspection
Pension and Welfare
Benefits Administration File as an attachment to Form 5500.
Pension Benefit
Guaranty Corporation
For the calendar plan year 2005 or fiscal plan year beginning July 01, 2005, and ending June 30, 2006
A Name of plan B Three digit
501
NEW YORK CITY DISTRICT COUNCIL OF CARPENTERS VACATION FUND plan number
C Plan sponsor's name as shown on line 2a of Form 5500 or 5500-EZ D Employer Identification
BOARD OF TRUSTEES OF NYC DISTRICT COUNCIL OF CARPENTERS VACATION FUND Number
13-6227443
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5a Has a resolution to terminate the plan been adopted during the plan year or any prior plan year? If yes, enter the amount of any plan
assets that reverted to the employer this year Yes No Amount
5b If, during this plan year, any assets or liabilities were transferred from this plan to another plan(s), identify the plan(s) to which assets or
liabilities were transferred. (See instructions).
5b(1) Name of plan(s) 5b(2) EIN(s) 5b(3) PN(s)
For Paperwork Reduction Act Notice and OMB Control Numbers, see the instructions for Form Schedule H (Form 5500)
5500. v2.3 2005
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