2024-10-14T11:48:58-05:00 2023-12-31 205367494 ALAN ROSS & COMPANY PC 10 HEARTHSTONE COURT SUITE 100 READING PA 19606 990 2023-01-01 232757284 UNITED FOOD COMMERCIAL WORKERS LOCAL LOCAL 1776 & PART EMPYERS HOUSING TRT FD UNIT 6109419400 3031 B WALTON ROAD PLYMOUTH MEETING PA 19462 WENDELL W YOUNG IV CHAIRMAN 6109419400 2024-10-09 1 1 ALAN D ROSS CPA P00072435 6107799555 2023 2024-10-15 13:58:12Z WENDELL W YOUNG IV 3031 WALTON ROAD PLYMOUTH MEETING PA 19462 778655 0 X N/A X 1994 PA TO PROVIDE HOUSING ASSISTANCE TO ELIGIBLE PARTICIPANTS 2 2 5 0 0 0 0 0 52304 51688 31052 46992 0 0 83356 98680 0 0 5810 8936 585 1022 0 0 0 31973 45610 38368 55568 44988 43112 1449883 1569879 2653 8920 1447230 1560959 TO PROVIDE HOUSING ASSISTANCE TO PLAN PARTICIPANTS 0 0 THE FUND BEGAN OFFERING HOUSING ASSISTANCE TO PARTICIPANTS IN 2017. IN 2022, UP TO $1,600 WAS PAID TO 9 PARTICIPANTS TO ASSIST IN COVERING THE CLOSING COSTS FOR THE PURCHASE OF THE PARTICIPANTS PRIMARY HOME. 0 0 0 0 0 0 0 0 0 0 1 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 1 0 1 5 1 0 0 0 0 0 0 0 0 X 2 2 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 1 0 0 0 X HEALTHCARE STRATEGIES INC 6109401805 3031 B WALTON ROAD PLYMOUTH MEETING PA 19462 X WENDELL W YOUNG IV CHAIRMAN 1.00 X 0 0 0 ROBERT V SPIRES TRUSTEE 1.00 X 0 0 0 DANEEN FARINA ALTERNATE TRUSTEE 1.00 X 0 0 0 0 0 0 0 0 0 0 0 EMPLOYER CONTRIBUTION 900099 51688 51688 51688 41967 41967 685000 679975 5025 5025 5025 98680 51688 0 46992 8936 1022 13049 3600 10091 177 13477 5216 55568 168206 169757 4315 5479 73 5073 1274101 1386393 3188 3177 1449883 1569879 2653 8920 2653 8920 X 0 0 0 0 1447230 1560959 1447230 1560959 1449883 1569879 43112 70617 0 X 0 1 X 0 0 0 COMMON STOCK 989062 F CORPORATE BONDS 291357 F MUTUAL FUNDS 105974 F 1386393 X 159206 70617 70617 88589 10091 10091 98680 45477 0 45477 10091 10091 55568 PART X, LINE 2: THE VEBA TRUST ESTABLISHED TO HOLD THE PLAN'S ASSETS RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE STATING THAT THE TRUST IS TAX EXEMPT PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. HOWEVER, FROM TIME TO TIME, THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2023 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE INTERNAL REVENUE CODE TO MAINTAIN THE TAX EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX EXEMPT. 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 ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY 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. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS COMPLETED BY AN OUTSIDE ACCOUNTING FIRM AND IS PRESENTED TO THE BOARD OF TRUSTEES FOR THEIR REVIEW PRIOR TO FILING. ONCE THE BOARD IS SATISFIED WITH THE FORM, IT IS APPROVED FOR SIGNATURE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION MONITORS AND ENFORCES COMPLIANCE WITH THESE POLICES THROUGH THE USE OF QUESTIONAIRES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS ARE AVAILABLE FOR INSPECTIONS UPON REQUEST DURING NORMAL BUSINESS HOURS. UFCW LOCAL 1776 3031 A WALTON ROAD PLYMOUTH MEETING PA 19462 CONTRIBUTING EMPLOYER PA 501(C)(5) 0 ACME 231622702 CONTRIBUTING EMPLOYER 24248 0 BROWN'S SHOP RITE 222813419 CONTRIBUTING EMPLOYER 5202 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 UFCW LOCAL 1776 S 15950 COLLECTIVELY BARGAINED ACME S 24248 COLLECTIVELY BARGAINED BROWN'S SHOP RITE S 5202 COLLECTIVELY BARGAINED