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PACKAGING UNLIMITED 401(K) PLAN 401k Plan overview

Plan NamePACKAGING UNLIMITED 401(K) PLAN
Plan identification number 001

PACKAGING UNLIMITED 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

PACKAGING UNLIMITED LLC has sponsored the creation of one or more 401k plans.

Company Name:PACKAGING UNLIMITED LLC
Employer identification number (EIN):610876334
NAIC Classification:323100

Additional information about PACKAGING UNLIMITED LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2012-01-27
Company Identification Number: 4194624
Legal Registered Office Address: 1111 GOULD STREET
Nassau
NEW HYDE PARK
United States of America (USA)
11040

More information about PACKAGING UNLIMITED LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACKAGING UNLIMITED 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01KATHY DONAHUE2019-09-26 KATHY DONAHUE2019-09-26
0012017-01-01KATHY DONAHUE2018-10-10 KATHY DONAHUE2018-10-10
0012016-01-01KATHY DONAHUE KATHY DONAHUE2017-10-12
0012015-01-01KATHY DONAHUE KATHY DONAHUE2016-10-06
0012014-01-01KATHY DONAHUE KATHY DONAHUE2015-10-08
0012013-01-01KATHY DONAHUE KATHY DONAHUE2014-09-25
0012012-01-01KATHY DONAHUE KATHY DONAHUE2013-10-04
0012011-01-01KATHY DONAHUE KATHY DONAHUE2012-09-24
0012010-01-01KATHY DONAHUE KATHY DONAHUE2011-10-07
0012009-02-01KATHY DONAHUE KATHY DONAHUE2010-10-15
0012009-02-01KATHY DONAHUE KATHY DONAHUE2010-10-15

Plan Statistics for PACKAGING UNLIMITED 401(K) PLAN

401k plan membership statisitcs for PACKAGING UNLIMITED 401(K) PLAN

Measure Date Value
2016: PACKAGING UNLIMITED 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01161
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0114
Number of participants with account balances2016-01-0114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PACKAGING UNLIMITED 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01178
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01157
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: PACKAGING UNLIMITED 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01169
Number of participants with account balances2014-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: PACKAGING UNLIMITED 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01187
Total number of active participants reported on line 7a of the Form 55002013-01-01140
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01178
Number of participants with account balances2013-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: PACKAGING UNLIMITED 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01150
Total number of active participants reported on line 7a of the Form 55002012-01-01143
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0123
Total of all active and inactive participants2012-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01166
Number of participants with account balances2012-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PACKAGING UNLIMITED 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01134
Number of retired or separated participants receiving benefits2011-01-0116
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01150
Number of participants with account balances2011-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: PACKAGING UNLIMITED 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01156
Total number of active participants reported on line 7a of the Form 55002010-01-01130
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0113
Total of all active and inactive participants2010-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01143
Number of participants with account balances2010-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: PACKAGING UNLIMITED 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01170
Total number of active participants reported on line 7a of the Form 55002009-02-01133
Number of other retired or separated participants entitled to future benefits2009-02-0122
Total of all active and inactive participants2009-02-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-02-010
Total participants2009-02-01155
Number of participants with account balances2009-02-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-02-015

Financial Data on PACKAGING UNLIMITED 401(K) PLAN

Measure Date Value
2016 : PACKAGING UNLIMITED 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$544,451
Total of all expenses incurred2016-12-31$6,579,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$6,560,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$291,884
Value of total assets at end of year2016-12-31$294,394
Value of total assets at beginning of year2016-12-31$6,329,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,478
Total interest from all sources2016-12-31$29,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$217,465
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,452
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,035,285
Value of net assets at end of year (total assets less liabilities)2016-12-31$294,394
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,329,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,478
Value of interest in pooled separate accounts at end of year2016-12-31$128,989
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,524,609
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$29,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$165,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,803,618
Net investment gain/loss from pooled separate accounts2016-12-31$222,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$71,213
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,560,258
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2016-12-31271235638
2015 : PACKAGING UNLIMITED 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan2015-12-31$6,080
Total income from all sources (including contributions)2015-12-31$441,838
Total of all expenses incurred2015-12-31$1,067,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,050,625
Value of total corrective distributions2015-12-31$8,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$446,350
Value of total assets at end of year2015-12-31$6,329,679
Value of total assets at beginning of year2015-12-31$6,960,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,976
Total interest from all sources2015-12-31$36,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$446,350
Participant contributions at end of year2015-12-31$1,452
Participant contributions at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-625,176
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,329,679
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,960,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,976
Value of interest in pooled separate accounts at end of year2015-12-31$4,524,609
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,688,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$36,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,803,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,819,987
Net investment gain/loss from pooled separate accounts2015-12-31$-40,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$452,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,050,625
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2015-12-31271235638
2014 : PACKAGING UNLIMITED 401(K) PLAN 2014 401k financial data
Total transfer of assets from this plan2014-12-31$36,017
Total income from all sources (including contributions)2014-12-31$1,171,858
Total of all expenses incurred2014-12-31$1,243,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,227,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$897,811
Value of total assets at end of year2014-12-31$6,960,935
Value of total assets at beginning of year2014-12-31$7,068,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,105
Total interest from all sources2014-12-31$36,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$445,165
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$16,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-71,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,960,935
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,068,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,688,302
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,828,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,819,987
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,863,947
Net investment gain/loss from pooled separate accounts2014-12-31$237,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$452,646
Employer contributions (assets) at end of year2014-12-31$452,646
Employer contributions (assets) at beginning of year2014-12-31$376,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,227,018
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2014-12-31271235638
2013 : PACKAGING UNLIMITED 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,617,018
Total of all expenses incurred2013-12-31$692,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$685,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$801,794
Value of total assets at end of year2013-12-31$7,068,217
Value of total assets at beginning of year2013-12-31$6,143,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$425,709
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$96
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$7,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$924,516
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,068,217
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,143,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,828,000
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,740,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,863,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,068,292
Net investment gain/loss from pooled separate accounts2013-12-31$856,541
Net investment gain or loss from common/collective trusts2013-12-31$-41,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$375,989
Employer contributions (assets) at end of year2013-12-31$376,270
Employer contributions (assets) at beginning of year2013-12-31$334,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$685,126
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2013-12-31271235638
2012 : PACKAGING UNLIMITED 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,279,767
Total of all expenses incurred2012-12-31$580,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$572,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$790,819
Value of total assets at end of year2012-12-31$6,143,701
Value of total assets at beginning of year2012-12-31$5,444,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,391
Total interest from all sources2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$420,134
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$94
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$36,068
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$8,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$698,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,143,701
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,444,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,740,845
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,247,022
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,068,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,989,507
Net investment gain/loss from pooled separate accounts2012-12-31$386,392
Net investment gain or loss from common/collective trusts2012-12-31$102,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$334,617
Employer contributions (assets) at end of year2012-12-31$334,564
Employer contributions (assets) at beginning of year2012-12-31$208,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$572,584
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2012-12-31271235638
2011 : PACKAGING UNLIMITED 401(K) PLAN 2011 401k financial data
Total transfer of assets to this plan2011-12-31$804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$562,285
Total of all expenses incurred2011-12-31$430,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$426,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$596,428
Value of total assets at end of year2011-12-31$5,444,909
Value of total assets at beginning of year2011-12-31$5,312,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,035
Total interest from all sources2011-12-31$44,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$4,035
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$388,142
Participant contributions at end of year2011-12-31$94
Participant contributions at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$18,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$131,470
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,444,909
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,312,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$3,247,022
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,348,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$44,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,989,507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,802,793
Net investment gain/loss from pooled separate accounts2011-12-31$-97,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$208,286
Employer contributions (assets) at end of year2011-12-31$208,286
Employer contributions (assets) at beginning of year2011-12-31$161,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$426,780
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2011-12-31271235638
2010 : PACKAGING UNLIMITED 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$984,491
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$638,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$623,154
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$580,851
Value of total assets at end of year2010-12-31$5,312,635
Value of total assets at beginning of year2010-12-31$4,966,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$15,510
Total interest from all sources2010-12-31$44,586
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,510
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$364,198
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$55,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$345,827
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,312,635
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,966,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$3,348,573
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,092,741
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$44,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,802,793
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,758,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-2,591
Net investment gain/loss from pooled separate accounts2010-12-31$361,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$161,269
Employer contributions (assets) at end of year2010-12-31$161,269
Employer contributions (assets) at beginning of year2010-12-31$115,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$623,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOUNTJOY CHILTON MEDLEY LLP
Accountancy firm EIN2010-12-31271235638

Form 5500 Responses for PACKAGING UNLIMITED 401(K) PLAN

2016: PACKAGING UNLIMITED 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PACKAGING UNLIMITED 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PACKAGING UNLIMITED 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PACKAGING UNLIMITED 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PACKAGING UNLIMITED 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PACKAGING UNLIMITED 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PACKAGING UNLIMITED 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PACKAGING UNLIMITED 401(K) PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedYes
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)Yes
2009-02-01Plan is a collectively bargained planNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877132
Policy instance 1
Insurance contract or identification number877132
Number of Individuals Covered143
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $27,374
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $27,374
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877132
Policy instance 1
Insurance contract or identification number877132
Number of Individuals Covered159
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $26,035
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,035
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877132
Policy instance 1
Insurance contract or identification number877132
Number of Individuals Covered166
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,028
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $25,028
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877132
Policy instance 1
Insurance contract or identification number877132
Number of Individuals Covered154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $22,159
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $22,159
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC.
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877132
Policy instance 1
Insurance contract or identification number877132
Number of Individuals Covered137
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,531
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877132
Policy instance 1
Insurance contract or identification number877132
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $42,208
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $39,842
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number34291
Policy instance 2
Insurance contract or identification number34291
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,011
Total amount of fees paid to insurance companyUSD $1,273
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $5,011
Amount paid for insurance broker fees1273
Additional information about fees paid to insurance brokerMARKETING ALLOWANCE NON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker namePROEQUITIES INC

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