2025-08-15T11:37:42-05:00 2024-09-30 208149084 ANASTASI MOORE & MARTIN PLLC 9 S WASHINGTON ST STE 600 SPOKANE WA 99201 990 2023-10-01 920111986 PLUMBERS & STEAMFITTERS LOCAL UNION 262 APPRENTICESHIP & JOURNEYMEN TRAINING PLUM 9075862874 1751 ANKA STREET JUNEAU AK 99801 GARY SMITH CHAIRMAN 9075862874 2025-08-14 1 1 STEVEN R COLEMAN CPA P01854803 5093230272 2025-08-14 2023 2025-03-06 01:10:19Z GARY SMITH 1751 ANKA STREET JUNEAU AK 99801 403386 0 X N/A X 1970 AK TO TRAIN APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPEFITTING TRADE IN SE ALASKA. 6 5 6 5 0 0 102765 54425 190331 289786 17032 18555 -4712 -5991 305416 356775 0 0 0 0 178543 189175 0 0 0 128548 110439 307091 299614 -1675 57161 789575 928574 16501 13175 773074 915399 TO TRAIN APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPEFITTING TRADE IN SOUTHEAST ALASKA. 0 0 TO TRAIN APPRENTICES AND JOURNEYMEN IN THE PLUMBING AND PIPEFITTING TRADE IN SOUTHEAST ALASKA. 0 0 0 1 0 0 0 0 0 1 0 0 0 0 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 1 0 0 1 2 0 1 6 1 0 0 0 0 0 0 0 0 X 6 5 0 0 0 0 0 1 0 1 1 0 0 1 1 0 0 0 1 0 0 0 X PLUMBERS LOCAL 262 9075862874 1751 ANKA STREET JUNEAU AK 99801 BRADLEY AUSTIN TRUSTEE 1.00 40.00 X 0 73956 15761 DAVID PADEN CHAIRMAN 1.00 1.00 X X 0 0 0 DAVE TRUDEAU SECRETARY 1.00 X X 0 0 0 RICHARD BEHRENDS TRUSTEE 1.00 X 0 0 0 GARY SMITH TRUSTEE 1.00 X 0 0 0 JOHN BROWN TRUSTEE 1.00 1.00 X 0 0 0 KEITH KORUNA TRAINING COORDINATOR 40.00 1.00 X 97144 0 44831 97144 73956 60592 0 0 0 0 0 54425 54425 EMPLOYER CONTRIBUTIONS 525100 289786 289786 289786 18555 18555 14316 20484 -6168 -6168 -6168 26127 26127 0 0 REIMBURSED EXPENSES 900099 177 177 177 356775 289963 0 12387 146761 5677 28106 8631 28398 1352 8791 828 1327 250 5587 274 28029 12229 10185 TUITION FEES 5642 TRAINING SUPPLIES 5105 DUES AND SUBSCRIPTIONS 1607 TESTING FEES 784 51 299614 100 100 8838 71236 29893 36821 6442 416170 258566 172228 157604 578516 656371 789575 928574 16501 13175 16501 13175 X 0 0 0 0 773074 915399 773074 915399 789575 928574 57161 85164 0 X 0 1 X 1 0 1 1 0 79600 79600 66973 109041 123403 52611 160556 135163 25393 157604 X 461595 85164 85164 376431 828 -20484 -19656 356775 319270 20484 20484 298786 828 828 299614 PART X, LINE 2: THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED APRIL 8, 1986, STATING THAT THE PLAN IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(5) OF THE INTERNAL REVENUE CODE (IRC). ALTHOUGH THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE EXEMPTION LETTER, THE BOARD OF TRUSTEES BELIEVES THE PLAN IS DESIGNED, AND IS CURRENTLY BEING OPERATED, IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE PLAN IS QUALIFIED, AND THE RELATED TRUST IS TAX-EXEMPT. THE PLAN HAS ADOPTED FASB ASC 740-10, RELATING TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS. ASC 740-10 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR ACCOUNTING FOR UNCERTAIN TAX POSITIONS AND ALSO PROVIDES GUIDANCE ON VARIOUS RELATED MATTERS SUCH AS DERECOGNITION, INTEREST, PENALTIES, AND DISCLOSURES REQUIRED. THE PLAN DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS. UNDER THE EMPLOYEE RETIREMENT INCOME SECURITY ACT (ERISA) AND THE DEPARTMENT OF LABOR'S RULES AND REGULATIONS SECTION 2520.104-22, APPRENTICESHIP AND TRAINING PROGRAMS ARE CONSIDERED EMPLOYEE WELFARE BENEFIT PLANS. IF CERTAIN REQUIREMENTS ARE MET, THESE PLANS ARE EXEMPT FROM THE REPORTING AND DISCLOSURE REQUIREMENTS OF PART 1 OF ERISA, INCLUDING FILING A FORM 5500. THE PLAN HAS COMPLIED WITH THESE REQUIREMENTS AND IS THEREFORE EXEMPT FROM THE ABOVE-MENTIONED REPORTING REQUIREMENTS. HOWEVER, THE PLAN IS REQUIRED TO FILE IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX. PART XI, LINE 4B - OTHER ADJUSTMENTS: RENTAL EXPENSES -20,484. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 20,484. FORM 990, PART VI, SECTION A, LINE 7A THE BOARD OF TRUSTEES ARE APPOINTED IN ACCORDANCE WITH THE GOVERNING DOCUMENTS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS REVIEWED BY THE GOVERNING BODY PRIOR TO FILING. FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: NO CHANGES FROM THE PRIOR YEAR. LOCAL UNION NO 262 1751 ANKA STREET JUNEAU AK 99801 926002868 SECURING BENEFITS FOR PLUMBERS & PIPEFITTERS IN SE ALASKA AK 501(C)(5) 0 LOCAL NUMBER 262 SUPPLEMENTAL RETIRMENT PLAN 1751 ANKA STREET JUNEAU AK 99801 920079204 DEFINED CONTRIBUTION PLAN COVERING LOCAL 262 MEMBERS AK 501(C)(5) 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1