401k Plan data: THE PACKAGING SOURCE, INC. 401(K) PLAN plan

THE PACKAGING SOURCE, INC. 401(K) PLAN 401k Plan overview

Plan Name	THE PACKAGING SOURCE, INC. 401(K) PLAN
Plan identification number	001

THE PACKAGING SOURCE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

THE PACKAGING SOURCE, INC. has sponsored the creation of one or more 401k plans.

Company Name: THE PACKAGING SOURCE, INC.

Employer identification number (EIN): 561446948

NAIC Classification: 424100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PACKAGING SOURCE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 SHIRLEY HORNER 2024-06-20
001 2022-01-01 SHIRLEY HORNER 2023-06-24
001 2021-01-01 SHIRLEY HORNER 2022-07-07
001 2020-01-01 KAREN BOVENDER 2021-07-14 KAREN BOVENDER 2021-07-14
001 2019-01-01 KAREN BOVENDER 2020-04-22 KAREN BOVENDER 2020-04-22
001 2018-01-01 KAREN BOVENDER 2019-06-12 KAREN BOVENDER 2019-06-12
001 2017-01-01 KAREN BOVENDER 2018-06-25 KAREN BOVENDER 2018-06-25
001 2016-01-01 KAREN BOVENDER 2017-10-11 KAREN BOVENDER 2017-10-11
001 2015-01-01 DAWN HOUSEKNECHT
001 2014-01-01 DAWN HOUSEKNECHT
001 2013-01-01 DAWN HOUSEKNECHT
001 2012-01-01 DAWN HOUSEKNECHT DAWN HOUSEKNECHT 2013-10-18
001 2011-01-01 DAWN HOUSEKNECHT DAWN HOUSEKNECHT 2013-08-30
001 2009-01-01 DAWN HOUSEKNECHT

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	SHIRLEY HORNER	2024-06-20
001	2022-01-01	SHIRLEY HORNER	2023-06-24
001	2021-01-01	SHIRLEY HORNER	2022-07-07
001	2020-01-01	KAREN BOVENDER	2021-07-14	KAREN BOVENDER	2021-07-14
001	2019-01-01	KAREN BOVENDER	2020-04-22	KAREN BOVENDER	2020-04-22
001	2018-01-01	KAREN BOVENDER	2019-06-12	KAREN BOVENDER	2019-06-12
001	2017-01-01	KAREN BOVENDER	2018-06-25	KAREN BOVENDER	2018-06-25
001	2016-01-01	KAREN BOVENDER	2017-10-11	KAREN BOVENDER	2017-10-11
001	2015-01-01	DAWN HOUSEKNECHT
001	2014-01-01	DAWN HOUSEKNECHT
001	2013-01-01	DAWN HOUSEKNECHT
001	2012-01-01	DAWN HOUSEKNECHT		DAWN HOUSEKNECHT	2013-10-18
001	2011-01-01	DAWN HOUSEKNECHT		DAWN HOUSEKNECHT	2013-08-30
001	2009-01-01	DAWN HOUSEKNECHT

Plan Statistics for THE PACKAGING SOURCE, INC. 401(K) PLAN

401k plan membership statisitcs for THE PACKAGING SOURCE, INC. 401(K) PLAN

Measure Date Value
2015: THE PACKAGING SOURCE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 26
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: THE PACKAGING SOURCE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 27
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 28
Number of participants with account balances 2014-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE PACKAGING SOURCE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 23
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 1
Total of all active and inactive participants 2013-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 24
Number of participants with account balances 2013-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE PACKAGING SOURCE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 23
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 24
Number of participants with account balances 2012-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: THE PACKAGING SOURCE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: THE PACKAGING SOURCE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 20
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2015: THE PACKAGING SOURCE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	26
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: THE PACKAGING SOURCE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	27
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	28
Number of participants with account balances	2014-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE PACKAGING SOURCE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	23
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	1
Total of all active and inactive participants	2013-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	24
Number of participants with account balances	2013-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE PACKAGING SOURCE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	23
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	24
Number of participants with account balances	2012-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: THE PACKAGING SOURCE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: THE PACKAGING SOURCE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	20
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE PACKAGING SOURCE, INC. 401(K) PLAN

Measure	Date	Value
2015 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$167,288
Expenses. Total of all expenses incurred	2015-12-31	$72,773
Benefits paid (including direct rollovers)	2015-12-31	$46,957
Total plan assets at end of year	2015-12-31	$2,126,721
Total plan assets at beginning of year	2015-12-31	$2,032,206
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$159,736
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-26,246
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$94,515
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,126,721
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,032,206
Total contributions received or receivable from employer(s)	2015-12-31	$33,798
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$25,791
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$25
2014 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$276,957
Expenses. Total of all expenses incurred	2014-12-31	$55,884
Benefits paid (including direct rollovers)	2014-12-31	$30,000
Total plan assets at end of year	2014-12-31	$2,032,206
Total plan assets at beginning of year	2014-12-31	$1,811,133
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$96,730
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$147,743
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$221,073
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,032,206
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,811,133
Total contributions received or receivable from employer(s)	2014-12-31	$32,484
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$25,859
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$25
2013 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$426,325
Expenses. Total of all expenses incurred	2013-12-31	$38,039
Benefits paid (including direct rollovers)	2013-12-31	$4,000
Total plan assets at end of year	2013-12-31	$1,811,133
Total plan assets at beginning of year	2013-12-31	$1,422,847
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$93,974
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$302,136
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$388,286
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,811,133
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,422,847
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$30,215
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$34,039
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$278,176
Expenses. Total of all expenses incurred	2012-12-31	$26,750
Benefits paid (including direct rollovers)	2012-12-31	$26,750
Total plan assets at end of year	2012-12-31	$1,422,847
Total plan assets at beginning of year	2012-12-31	$1,171,421
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$99,703
Other income received	2012-12-31	$151,436
Net income (gross income less expenses)	2012-12-31	$251,426
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,422,847
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,171,421
Total contributions received or receivable from employer(s)	2012-12-31	$27,037
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$97,200
Expenses. Total of all expenses incurred	2011-12-31	$36,590
Benefits paid (including direct rollovers)	2011-12-31	$33,836
Total plan assets at end of year	2011-12-31	$1,171,421
Total plan assets at beginning of year	2011-12-31	$1,110,811
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$81,251
Other income received	2011-12-31	$-16,179
Net income (gross income less expenses)	2011-12-31	$60,610
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,171,421
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,110,811
Total contributions received or receivable from employer(s)	2011-12-31	$32,128
Value of corrective distributions	2011-12-31	$2,754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$194,480
Expenses. Total of all expenses incurred	2010-12-31	$18,706
Benefits paid (including direct rollovers)	2010-12-31	$18,706
Total plan assets at end of year	2010-12-31	$1,110,811
Total plan assets at beginning of year	2010-12-31	$935,037
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$42,692
Other income received	2010-12-31	$131,399
Net income (gross income less expenses)	2010-12-31	$175,774
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,110,811
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$935,037
Total contributions received or receivable from employer(s)	2010-12-31	$20,389
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE PACKAGING SOURCE, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for THE PACKAGING SOURCE, INC. 401(K) PLAN

2015: THE PACKAGING SOURCE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: THE PACKAGING SOURCE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: THE PACKAGING SOURCE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: THE PACKAGING SOURCE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: THE PACKAGING SOURCE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE PACKAGING SOURCE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	THE PACKAGING SOURCE, INC.
Employer identification number (EIN):	561446948
NAIC Classification:	424100