2024-09-30T16:14:10-05:00 2023-12-31 WITHUMSMITHBROWNPC 5000 EXECUTIVE PARKWAY SUITE 400 SAN RAMON CA 94583 990 2023-01-01 946325200 Automotive Industry Apprenticeship Trust % DARREN REES AUTO 5105698450 10260 MaCarthur Blvd Oakland CA 94605 DARREN REES ADMINISTRATOR 5105698450 2024-07-26 true true SUNNY BAEK P01451883 9252779100 2023 2024-10-15 13:58:12Z DARREN REES 10260 MaCarthur Blvd Oakland CA 94605 232917 false X N/A X 1972 CA TO PROVIDE EDUCATION AND TRAINING TO APPRENTICES IN THE AUTOMOTIVE INDUSTRY. 6 6 3 6 0 0 0 0 232047 219703 10744 13214 0 0 242791 232917 0 0 0 0 189895 177502 0 0 0 71945 63826 261840 241328 -19049 -8411 386819 381785 106925 93319 279894 288466 TO PROVIDE EDUCATION AND TRAINING TO APPRENTICES IN THE AUTOMOTIVE INDUSTRY. false false 163975 219703 PROVIDED EDUCATION AND TRAINING TO APPRENTICES IN THE AUTOMOTIVE INDUSTRY. 163975 true false false false false false false false false false true false false false true true true false false false false false false false false false false false false false false false false false false false false true false false false false false true false false false true 3 0 true 3 true false false false false false false false false false false false false 6 6 false false false false false false false true true false false true true false false true true false false false CA X X DARREN REES 5105698450 10260 MACARTHUR BLVD Oakland CA 94605 DARREN REES ADMINISTRATOR 30.0 0.0 X 76773 0 36284 JON FOWKES ADMINISTRATOR (THRU 1/31/2023) 20.0 0.0 X 4702 0 0 DON CROSATTO CHAIRMAN 0.5 0.0 X X 0 0 0 THOMAS DILLON TRUSTEE 0.5 0.0 X 0 0 0 STEVE OLDER TRUSTEE 0.5 0.0 X 0 0 0 DON MACINNES TRUSTEE 0.5 0.0 X 0 0 0 JOHN DI BERNARDO TRUSTEE-PAST 0.5 0.0 X 0 0 0 Mark Martin TRUUSTEE 0.5 0.0 X 0 0 0 81475 0 36284 0 false false false 0 0 EMPLOYER CONTRIBUTIONS 900099 217393 217393 REIM FROM AFFILIATE 900099 2310 2310 219703 13214 13214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 232917 219703 13214 0 0 0 0 117759 94207 23552 0 48948 39158 9790 0 0 10795 8636 2159 1800 1800 4800 4800 17212 17212 0 0 0 0 0 10110 7576 2534 0 0 13200 10560 2640 0 0 0 11049 11049 0 0 1817 1817 STUDENT TUITION & REIMB. 3838 3838 241328 163975 77353 0 X 20087 0 10466 1310 0 0 25029 23380 0 0 0 0 0 0 0 0 4340 0 4429 4429 326897 357095 0 0 0 0 0 0 0 0 386819 381785 17380 10200 0 0 1315 1200 0 0 0 0 0 0 0 0 0 0 88230 81919 106925 93319 X 279894 288466 0 0 279894 288466 386819 381785 -8411 16983 X false true X true false X 0 23415 0 0 0 23415 272243 272137 232091 232047 237263 1245781 0 0 0 272243 295552 232091 232047 237263 1269196 148858 181212 124952 96377 100854 652253 8209 5616 4423 6249 2511 27008 157067 186828 129375 102626 103365 679261 589935 19668 9587 20287 10744 13214 73500 0 19668 9587 20287 10744 13214 73500 0 0 291911 305139 252378 242791 250477 1342696 0.43937 0.48225 0.05474 0.03948 X 4429 4429 0 PENSION PLAN W/D LIABILITY 81919 81919 X 249900 16983 16983 232917 232917 241328 241328 241328 PART X, LINE 2: The Trust is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code and from state income taxes under Section 23701d of the Revenue and Taxation Code of the State of California. Management of the Trust has analyzed the tax positions taken by the Trust and has concluded that, as of December 31, 2023 and 2022, 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 Trust is subject to routine audits by the taxing jurisdictions; however, there are currently no audits for any tax periods in progress. AMTAC INC COMMON BOARD MEMBER 2310 REIMBURSED false AMTAC INC COMMON BOARD MEMBER 26099 PAY PER APP false SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: AMTAC INC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: COMMON BOARD MEMBERS (D) DESCRIPTION OF TRANSACTION: REIMBURSED SERVICES AND EXPENSES RELATED TO THE ADMINISTRATION OF AMTAC (A) NAME OF PERSON: AMTAC INC (B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: COMMON BOARD MEMBERS (D) DESCRIPTION OF TRANSACTION: PAY PER APPRENTICE FORM 990, PART VI, SECTION B, LINE 11B: THE FORM 990 IS REVIEWED BY THE ADMINISTRATOR BEFORE FILING. FORM 990, PART VI, SECTION C, LINE 19: THE TRUST MAKES ITS GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT ITS OFFICE. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A BOARD OF TRUSTEES THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANICAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED. Form 990, Part VI, Section B, Line 11B: The Form 990 is reviewed by the Administrator before filing. AUTOMOTIVE INDUSTRIES PENSION PLAN 4160 DUBLIN BLVD STE 400 DUBLIN CA 94568 941133245 PENSION CA 501 (A) N/A NA false AUTOMOTIVE INDUSTRIES HEALTH AND WELFARE 4160 DUBLIN BLVD STE 400 DUBLIN CA 94568 946078226 HEALTH CA 501 (C)(9) N/A NA false CMTA-IAM JOINT RETIREE HEALTH & WELFARE 4160 DUBLIN BLVD STE 400 DUBLIN CA 94568 946130509 HEALTH CA 501(C)(9) N/A NA false false false false false false false false false false false false false false false false false false false false