2024-11-13T12:04:50-06:00 2023-12-31 222951202 MSPC CPAS & ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2023-01-01 226029937 JOINT APPRENTICESHIP TRAINING FUND OF LOCAL UNION #164 LOCA 2012251641 65 WEST CENTURY ROAD PARAMUS NJ 07652 WARREN BECKER TRAINING DIRECTOR 2012251641 2024-11-13 1 1 JON S GAGLIARDI CPA P00528721 9082727000 2023 2024-10-15 13:58:12Z WARREN BECKER 205 ROBIN ROAD PARAMUS NJ 07652 5520753 0 X N/A X 1987 NJ PROVIDE WAGES AND BENEFITS WHILE ATTENDING TRAINING CLASSES. 8 6 271 0 0 0 0 0 4031549 3439370 383600 467707 164286 181391 4579435 4088468 0 0 2375105 2567708 1850835 1965366 0 0 0 859266 941868 5085206 5474942 -505771 -1386474 16852868 16168607 206738 178075 16646130 15990532 PROVIDE WAGES AND BENEFITS WHILE PROVIDING ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS. 0 0 4616450 3620761 PROVIDE ELECTRICAL TRAINING FOR LOCAL 164 MEMBERS. 4616450 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 271 1 0 0 0 0 0 0 0 0 0 0 0 0 X 8 6 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X FUND OFFICE 2012657273 65 WEST CENTURY ROAD PARAMUS NJ 07652 DANIEL KELLY TRUSTEE 1.00 X 0 0 0 VINCENT COLUCCI TRUSTEE 1.00 X 0 0 0 ANTHONY D'ANNA TRUSTEE 1.00 X 0 0 0 PHILIP CHIANETTA TRUSTEE 1.00 X 0 0 0 THOMAS SULLIVAN TRUSTEE 1.00 X 0 0 0 DANIEL GUMBLE TRUSTEE 1.00 39.00 X 0 258973 156171 JAMES ESTABROOK TRUSTEE 1.00 X 0 0 0 VICTOR DOCHERTY TRUSTEE 1.00 X 0 0 0 WARREN BECKER TRAINING DIRECTOR 40.00 X 193215 0 117861 ROCH LEPAGE INSTRUCTOR 40.00 X 142332 0 86823 MICHAEL DEGIGLIO INSTRUCTOR 40.00 X 150324 0 91642 CRAIG SPARANO INSTRUCTOR 40.00 X 158718 0 71827 IVAN TARABOCCHIA INSTRUCTOR 40.00 X 158718 0 96818 803307 258973 621142 5 0 1 0 0 CONTRACTOR CONTRIBUTION 900099 3439370 3439370 3439370 399982 399982 1500010 1432285 67725 67725 67725 REIMBURSEMENT - BOOKS 611710 136293 136293 OTHER INCOME 611710 45098 45098 181391 4088468 3620761 0 467707 2567708 2567708 1200076 900057 300019 668530 501398 167132 96760 72570 24190 37137 37137 19284 19284 12138 12138 52213 52213 1458 1458 142522 142522 327187 245390 81797 20656 20656 268333 262966 5367 60940 45705 15235 5474942 4616450 858492 0 396518 349500 162044 472583 326191 291787 27772 27893 7593688 3978698 3813636 3614990 12112109 11400687 14598 11167 16852868 16168607 192140 166908 14598 11167 206738 178075 X 0 0 0 0 16646130 15990532 16646130 15990532 16852868 16168607 -1386474 730876 0 X X 0 1 X 1 0 X 300000 300000 2570000 1502014 1067986 3721913 1620834 2101079 340178 297870 42308 661597 557980 103617 3614990 OPERATING LEASE LIABILITIES 11167 11167 X 4807206 730876 730876 4076330 12138 12138 4088468 5462804 0 5462804 12138 12138 5474942 PART X, LINE 2: THE PLAN OBTAINED ITS LATEST DETERMINATION IN WHICH THE IRS STATES THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS CURRENTLY DESIGNED AND BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 IN THE BEGINNING OF THE APPLICATION PROCESS ALL PROTENTIAL STUDENTS ARE GIVEN A NONDISCRIMINATORY PAMPHLET WITH THE APPLICATION. X 0 0 0 0 0 0 0 0 0 DANIEL GUMBLE TRUSTEE 0 258973 0 0 0 0 0 79366 0 76805 0 415144 0 0 WARREN BECKER TRAINING DIRECTOR 193215 0 0 0 0 0 0 0 117861 0 311076 0 0 0 IVAN TARABOCCHIA INSTRUCTOR 158718 0 0 0 0 0 0 0 96818 0 255536 0 0 0 MICHAEL DEGIGLIO INSTRUCTOR 150324 0 0 0 0 0 0 0 91642 0 241966 0 0 0 CRAIG SPARANO INSTRUCTOR 158718 0 0 0 0 0 0 0 71827 0 230545 0 0 0 ROCH LEPAGE INSTRUCTOR 142332 0 0 0 0 0 0 0 86823 0 229155 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B BOARD OF TRUSTEES ARE PROVIDED WITH A CLIENT COPY OF THE RETURN FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XXI, LINE 2C THE FUND HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF INDEPENDENT ACCOUNTANTS. THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. IBEW #164 WELFARE FUND 204 EAGLE ROCK AVE ROSELAND NJ 07068 226031200 PROVIDE MEDICAL AND OTHER RELATED BENEFITS FOR 164 MEMBERS NJ SECTION 501(C)(9) 0 IBEW #164 PENSION FUND 204 EAGLE ROCK AVE ROSELAND NJ 07068 221537766 PROVIDE PENSION BENEFITS FOR LOCAL 164 MEMBERS NJ SECTION 401(A) 0 IBEW #164 ANNUITY FUND 204 EAGLE ROCK AVE ROSELAND NJ 07068 226031199 PROVIDE ANNUITY BENEFITS FOR LOCAL 164 MEMBERS NJ SECTION 401(A) 0 IBEW #164 LMCC 204 EAGLE ROCK AVE ROSELAND NJ 07068 262693287 PROVIDE DRUG TESTING SERVICES FOR LOCAL 164 MEMBERS NJ SECTION 501(C)(5) 0 IBEW LOCAL UNION #164 205 ROBIN ROAD PARAMUS NJ 07652 221010190 PROMOTE THE WELL BEING OF MEMBERS BY PROVIDING A VARIETY OF PROGRAMS/SERVICE NJ SECTION 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0