2023-11-07T08:37:54-06:00 2022-12-31 222951202 MSPC CPA'S AND ADVISORS PC 340 NORTH AVENUE EAST CRANFORD NJ 070162496 990 2022-01-01 221976682 SHEET METAL WORKERS INTERNATIONAL ASSOCIATION LOCAL NO 22 EDUCATION FUND SHEE 9082762550 106 SOUTH AVENUE WEST CRANFORD NJ 07016 JAMES O'REILLY TRUSTEE 9082762550 2023-11-07 1 JAMES OREILLY XXX-XX-XXXX 1 ROBERT J JANNELLI CPA P00450209 9082727000 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JAMES O'REILLY 106 SOUTH AVENUE WEST CRANFORD NJ 07016 737721 0 X WWW.SMWIALU22.ORG X 1972 NJ SHEET METAL WORKERS LOCAL NO. 22 EDUCATION FUND PROVIDES EDUCATION AND TRAINING FOR SHEET METAL APPRENTICES. THIS EDUCATION AND TRAINING ENABLES EACH APPRENTICE TO LEARN THE SKILLS REQUIRED IN THE INDUSTRY. 6 0 17 0 0 0 0 26695 473716 558463 83749 13066 124142 114399 681607 712623 0 0 0 0 150313 185337 0 0 0 262052 253229 412365 438566 269242 274057 2077727 2319176 278944 230606 1798783 2088570 TO PROVIDE EDUCATION AND TRAINING FOR SHEET METAL WORKERS APPRENTICES. 0 0 THE SHEET METAL WORKERS LOCAL NO. 22 EDUCATION FUND PROVIDES EDUCATION AND TRAINING FOR SHEET METAL APPRENTICES. THIS EDUCATION AND TRAINING ENABLES EACH APPRENTICE TO LEARN THE SKILLS REQUIRED IN THE INDUSTRY. 0 0 0 0 0 0 0 0 0 1 1 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 1 0 0 1 0 0 17 1 0 0 0 0 0 0 0 0 0 0 0 0 X 6 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 X EDUCATION FUND 9082762550 106 SOUTH AVENUE CRANFORD NJ 07016 JAMES O'REILLY UNION TRUSTEE 1.00 40.00 X 0 162941 94916 JASON ROONEY UNION TRUSTEE 1.00 40.00 X 0 156607 93839 ANDREW NOVAK EMPLOYER TRUSTEE 1.00 X 0 0 0 GREGG WHEATLEY EMPLOYER TRUSTEE 1.00 X 0 0 0 CHARLES BEELITZ PROGRAM COORDINATOR 40.00 X 44056 0 0 JOSEPH MUTI FINANCIAL SECRETARY 5.00 X 4282 0 0 48338 319548 188755 0 0 1 0 0 26695 26695 EMPLOYER CONTRIBUTIONS 900099 558463 558463 558463 13066 13066 134901 25098 109803 109803 109803 INTEREST INCOME 900099 3434 3434 TRAINING INCOME 900099 1162 1162 4596 712623 563059 0 122869 168160 17177 125 4809 8793 4040 46350 14638 20534 7458 SCHOOL SUPPLIES 72419 APPLICANT SCREENING & T 21585 REPAIRS & MAINTENANCE 14507 LATE FEE EXPENSE 11665 26306 438566 596898 787967 67129 27075 14813 12735 452886 226387 197522 226499 461266 63131 728390 1190060 11709 11709 2077727 2319176 273411 222710 5533 7896 278944 230606 X 0 0 0 0 1798783 2088570 1798783 2088570 2077727 2319176 274057 15730 0 X X 0 1 X 1 0 X 60448 60448 101552 101552 0 173069 44303 128766 117817 80532 37285 226499 REAL ESTATE 673468 F MUTUAL FUNDS 516592 F 1190060 SECURITY DEPOSITS PAYABLE 7896 7896 X 707895 15730 15730 692165 8793 11665 20458 712623 418108 0 418108 8793 11665 20458 438566 PART X, LINE 2: THE PLAN HAS RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT IT IS A QUALIFIED PLAN AND, THEREFORE, EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICES. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LATE FEE INCOME 11,665. PART XII, LINE 4B - OTHER ADJUSTMENTS: LATE FEE INCOME 11,665. 1 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 SCHEDULE E, PART I, LINE 3 VIA NEWSPAPER ADVERTISING SCHEDULE E, PART I, LINE 4 CONTRIBUTIONS ARE NOT SOLICITED X 0 0 0 JAMES O'REILLY UNION TRUSTEE 0 162941 0 0 0 0 0 66490 0 28426 0 257857 0 0 JASON ROONEY UNION TRUSTEE 0 156607 0 0 0 0 0 65413 0 28426 0 250446 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY IS PROVIDED TO THE FINANCIAL SECRETARY. FORM 990, PART VI, SECTION C, LINE 19 THE FUND DISCLOSES SUCH INFORMATION ON FORM 990, WHICH IS A PUBLIC DOCUMENT. FORM 990, PART XI, LINE 2C THE BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT SHEET METAL WORKERS LOCAL NO 22 ANNUITY FUND 106 SOUTH AVE CRANFORD NJ 07016 227375195 ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS NJ 401(A) 0 SHEET METAL WORKERS LOCAL NO 22 PENSION FUND 106 SOUTH AVE CRANFORD NJ 07016 226072834 ADMINISTRATION OF RETIREMENT BENEFITS FOR PARTICIPANTS NJ 401(A) 0 SHEET METAL WORKERS LOCAL UNION NO 22 106 SOUTH AVE CRANFORD NJ 07016 222409275 LOCAL UNION ACTIVITY NJ 501(C)(5) 0 SHEET METAL WORKERS LOCAL NO 22 WELFARE FUND 106 SOUTH AVE CRANFORD NJ 07016 221505211 ADMINISTRATION OF WELFARE BENEFITS FOR PARTICIPANTS NJ 501(C)(9) 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 SHEET METAL WORKERS LOCAL 22 PENSION ANNUITY AND WELFARE J 63000 SHARE OF PROPERTY USED SHEET METAL WORKERS LOCAL UNION NO 22 J 20600 SHARE OF PROPERTY USED