2024-11-11T18:37:00-06:00 2023-12-31 611436956 NOVAK FRANCELLA LLC 40 MONUMENT RD 5TH FLR BALA CYNWYD PA 19004 990 2023-01-01 582057437 PLASTERERS & CEMENT MASONS LOCAL 148 JOINT APPRENTICESHIP FUND OPER 8008314914 5305 E VIRGINIA BEACH BLVD NORFOLK VA 23502 JAMES M WILKERSON TRUST CHAIRMAN 7709532659 2024-11-11 1 0 LOUIS VERZELLA CPA P00360279 6106689400 2024-11-11 2023 2024-10-15 13:58:12Z X JAMES M WILKERSON 1734 SANDS PLACE MARIETTA GA 30067 158418 0 X N/A X 1993 GA THE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING AND MAINTAINING TRAINING FOR APPRENTICES ENGAGED IN THE CEMENT MASONS AND PLASTERING TRADE. 4 4 0 0 0 0 0 0 90995 129124 4973 29294 0 0 95968 158418 0 0 0 0 1680 0 0 0 0 20460 30784 22140 30784 73828 127634 604321 1001570 4964 2298 599357 999272 THE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING AND MAINTAINING TRAINING FOR APPRENTICES ENGAGED IN THE CEMENT MASONS AND PLASTERING TRADE. 0 0 THE FUND WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING AND MAINTAINING TRAINING FOR APPRENTICES ENGAGED IN THE CEMENT MASONS AND PLASTERING TRADE. 0 0 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 X 4 4 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 GA X SOUTHERN BENEFIT ADMINSTRATORS INC 8008314914 2001 CALDWELL DRIVE GOODLETTSVILLE TN 37072 X JAMES WILKERSON MANAGEMENT TRUSTEE 2.00 X 0 0 0 BRETT HAWLEY MANAGEMENT TRUSTEE 2.00 X 0 0 0 OSCAR COLEMAN III UNION TRUSTEE 2.00 X 0 0 0 CHRIS WOMACK UNION TRUSTEE 2.00 X 0 0 0 WAYNE LAFFITE UNION TRUSTEE (P) 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTIONS 900099 129124 129124 129124 29294 29294 158418 129124 0 29294 X 1350 4500 14573 142 440 500 CERTIFICATION EXPENSES 7820 TRAINING MATERIALS, BOO 1459 30784 40223 119784 553490 689455 10008 17428 3498 1040 600 2458 172445 604321 1001570 4964 2298 4964 2298 X 599357 999272 599357 999272 604321 1001570 X 127634 15143 26 257112 X X 0 1 X 1 0 1 1 0 3498 1040 2458 2458 DUE TO RELATED PARTY 2298 2298 X 173561 15143 15143 158418 0 158418 30784 0 30784 0 30784 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE FUND. FORM 990, PART VI, SECTION B, LINE 11B THE GOVERNING BODY REVIEWS THE FORM 990 BEFORE IT IS FILED. FORM 990, PART VI, SECTION C, LINE 18 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G BANK FEES 303. ADMINISTRATOR FEES 13,263. CONSULTING 1,007. FORM 990, PART XI, LINE 9: ASSETS TRANSFERRED FROM MERGED APPRENTICE FUNDS 257,112. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.