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PACK & SHIP PLUS, INC. RETIREMENT PLAN 401k Plan overview

Plan NamePACK & SHIP PLUS, INC. RETIREMENT PLAN
Plan identification number 001

PACK & SHIP PLUS, INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PACK & SHIP PLUS, INC. has sponsored the creation of one or more 401k plans.

Company Name:PACK & SHIP PLUS, INC.
Employer identification number (EIN):462150984
NAIC Classification:561900

Additional information about PACK & SHIP PLUS, INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2015-06-18
Company Identification Number: 20151394764
Legal Registered Office Address: 3609 Austin Bluffs Pkwy
Ste 31
Colorado Springs
United States of America (USA)
80918

More information about PACK & SHIP PLUS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACK & SHIP PLUS, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MICHAEL ERMAN
0012016-01-01MICHAEL ERMAN
0012015-01-01MICHAEL ERMAN
0012015-01-01
0012014-01-01MICHAEL ERMAN
0012014-01-01MICHAEL ERMAN
0012013-02-28MICHAEL ERMAN

Plan Statistics for PACK & SHIP PLUS, INC. RETIREMENT PLAN

401k plan membership statisitcs for PACK & SHIP PLUS, INC. RETIREMENT PLAN

Measure Date Value
2023: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-012
Total number of active participants reported on line 7a of the Form 55002023-01-012
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-012
Number of participants with account balances2023-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012
Total number of active participants reported on line 7a of the Form 55002022-01-012
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012
Total number of active participants reported on line 7a of the Form 55002021-01-012
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-013
Number of participants with account balances2020-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-013
Number of participants with account balances2019-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-013
Number of participants with account balances2018-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-013
Number of participants with account balances2017-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-013
Number of participants with account balances2016-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012
Total number of active participants reported on line 7a of the Form 55002015-01-012
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012
Number of participants with account balances2015-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012
Total number of active participants reported on line 7a of the Form 55002014-01-012
Total of all active and inactive participants2014-01-012
Total participants2014-01-012
Number of participants with account balances2014-01-012
2013: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-282
Total number of active participants reported on line 7a of the Form 55002013-02-282
Number of retired or separated participants receiving benefits2013-02-280
Number of other retired or separated participants entitled to future benefits2013-02-280
Total of all active and inactive participants2013-02-282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-02-280
Total participants2013-02-282
Number of participants with account balances2013-02-282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-02-280

Financial Data on PACK & SHIP PLUS, INC. RETIREMENT PLAN

Measure Date Value
2023 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$-14,318
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$279,398
Total plan assets at beginning of year2023-12-31$293,716
Value of fidelity bond covering the plan2023-12-31$30,000
Other income received2023-12-31$-19,318
Net income (gross income less expenses)2023-12-31$-14,318
Net plan assets at end of year (total assets less liabilities)2023-12-31$279,398
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$293,716
Assets. Value of employer securities2023-12-31$261,864
Total contributions received or receivable from employer(s)2023-12-31$5,000
2022 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$7,516
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$293,716
Total plan assets at beginning of year2022-12-31$286,200
Other income received2022-12-31$2,516
Net income (gross income less expenses)2022-12-31$7,516
Net plan assets at end of year (total assets less liabilities)2022-12-31$293,716
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$286,200
Assets. Value of employer securities2022-12-31$282,994
Total contributions received or receivable from employer(s)2022-12-31$5,000
2021 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$64,116
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$286,200
Total plan assets at beginning of year2021-12-31$222,084
Value of fidelity bond covering the plan2021-12-31$10,000
Other income received2021-12-31$60,116
Net income (gross income less expenses)2021-12-31$64,116
Net plan assets at end of year (total assets less liabilities)2021-12-31$286,200
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$222,084
Assets. Value of employer securities2021-12-31$279,700
Total contributions received or receivable from employer(s)2021-12-31$4,000
2020 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$45,097
Expenses. Total of all expenses incurred2020-12-31$0
Total plan assets at end of year2020-12-31$222,084
Total plan assets at beginning of year2020-12-31$176,987
Other income received2020-12-31$42,597
Net income (gross income less expenses)2020-12-31$45,097
Net plan assets at end of year (total assets less liabilities)2020-12-31$222,084
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$176,987
Assets. Value of employer securities2020-12-31$219,584
Total contributions received or receivable from employer(s)2020-12-31$2,500
2019 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$-94,809
Expenses. Total of all expenses incurred2019-12-31$0
Total plan assets at end of year2019-12-31$176,987
Total plan assets at beginning of year2019-12-31$271,796
Value of fidelity bond covering the plan2019-12-31$10,000
Other income received2019-12-31$-94,809
Net income (gross income less expenses)2019-12-31$-94,809
Net plan assets at end of year (total assets less liabilities)2019-12-31$176,987
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$271,796
Assets. Value of employer securities2019-12-31$176,987
2018 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$98,607
Expenses. Total of all expenses incurred2018-12-31$0
Benefits paid (including direct rollovers)2018-12-31$0
Total plan assets at end of year2018-12-31$271,796
Total plan assets at beginning of year2018-12-31$173,189
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$98,607
Net income (gross income less expenses)2018-12-31$98,607
Net plan assets at end of year (total assets less liabilities)2018-12-31$271,796
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$173,189
Assets. Value of employer securities2018-12-31$271,796
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
2017 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$44,185
Total plan assets at end of year2017-12-31$173,189
Total plan assets at beginning of year2017-12-31$129,004
Value of fidelity bond covering the plan2017-12-31$10,000
Other income received2017-12-31$44,185
Net income (gross income less expenses)2017-12-31$44,185
Net plan assets at end of year (total assets less liabilities)2017-12-31$173,189
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$129,004
Assets. Value of employer securities2017-12-31$173,189
2016 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2016 401k financial data
Total income from all sources2016-12-31$44,221
Expenses. Total of all expenses incurred2016-12-31$0
Benefits paid (including direct rollovers)2016-12-31$0
Total plan assets at end of year2016-12-31$129,004
Total plan assets at beginning of year2016-12-31$84,783
Value of fidelity bond covering the plan2016-12-31$10,000
Total contributions received or receivable from participants2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$44,221
Net income (gross income less expenses)2016-12-31$44,221
Net plan assets at end of year (total assets less liabilities)2016-12-31$129,004
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$84,783
Assets. Value of employer securities2016-12-31$129,004
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2015 401k financial data
Total income from all sources2015-12-31$27,089
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$58,529
Total plan assets at beginning of year2015-12-31$31,440
Value of fidelity bond covering the plan2015-12-31$10,000
Total contributions received or receivable from participants2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$27,089
Net income (gross income less expenses)2015-12-31$27,089
Net plan assets at end of year (total assets less liabilities)2015-12-31$58,529
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$31,440
Assets. Value of employer securities2015-12-31$58,529
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2014 401k financial data
Total income from all sources2014-12-31$-54,852
Total plan assets at end of year2014-12-31$31,440
Total plan assets at beginning of year2014-12-31$86,292
Value of fidelity bond covering the plan2014-12-31$10,000
Other income received2014-12-31$-54,852
Net income (gross income less expenses)2014-12-31$-54,852
Net plan assets at end of year (total assets less liabilities)2014-12-31$31,440
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$86,292
Assets. Value of employer securities2014-12-31$31,440
2013 : PACK & SHIP PLUS, INC. RETIREMENT PLAN 2013 401k financial data
Total income from all sources2013-12-31$86,342
Expenses. Total of all expenses incurred2013-12-31$50
Benefits paid (including direct rollovers)2013-12-31$0
Total plan assets at end of year2013-12-31$86,292
Total contributions received or receivable from participants2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$100,000
Other income received2013-12-31$-13,658
Net income (gross income less expenses)2013-12-31$86,292
Net plan assets at end of year (total assets less liabilities)2013-12-31$86,292
Assets. Value of employer securities2013-12-31$86,292
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$50

Form 5500 Responses for PACK & SHIP PLUS, INC. RETIREMENT PLAN

2023: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PACK & SHIP PLUS, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-02-28Type of plan entitySingle employer plan
2013-02-28First time form 5500 has been submittedYes
2013-02-28Submission has been amendedYes
2013-02-28This return/report is a short plan year return/report (less than 12 months)Yes
2013-02-28Plan funding arrangement – TrustYes
2013-02-28Plan benefit arrangement - TrustYes

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