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EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC.
Plan identification number 005

EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name:WERTHAN PACKAGING, INC.
Employer identification number (EIN):621375519
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052015-01-01DONALD BELMONT DONALD BELMONT2016-10-17
0052014-01-01DONALD BELMONT DONALD BELMONT2015-10-14
0052013-01-01DONALD BELMONT DONALD BELMONT2014-10-15
0052012-01-01DONALD BELMONT DONALD BELMONT2013-10-11
0052011-01-01DONALD BELMONT DONALD BELMONT2012-10-12
0052010-01-01DONALD BELMONT DONALD BELMONT2011-10-17
0052009-01-01DONALD BELMONT DONALD BELMONT2010-10-11

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC.

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC.

Measure Date Value
2015: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01431
Total number of active participants reported on line 7a of the Form 55002015-01-0186
Number of retired or separated participants receiving benefits2015-01-01144
Number of other retired or separated participants entitled to future benefits2015-01-01165
Total of all active and inactive participants2015-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0129
Total participants2015-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01442
Total number of active participants reported on line 7a of the Form 55002014-01-01107
Number of retired or separated participants receiving benefits2014-01-01144
Number of other retired or separated participants entitled to future benefits2014-01-01153
Total of all active and inactive participants2014-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0127
Total participants2014-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01460
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-01140
Number of other retired or separated participants entitled to future benefits2013-01-01156
Total of all active and inactive participants2013-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0125
Total participants2013-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0112
2012: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01468
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-01139
Number of other retired or separated participants entitled to future benefits2012-01-01151
Total of all active and inactive participants2012-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0126
Total participants2012-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01453
Total number of active participants reported on line 7a of the Form 55002011-01-01181
Number of retired or separated participants receiving benefits2011-01-01125
Number of other retired or separated participants entitled to future benefits2011-01-01135
Total of all active and inactive participants2011-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0127
Total participants2011-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01456
Total number of active participants reported on line 7a of the Form 55002010-01-01172
Number of retired or separated participants receiving benefits2010-01-01128
Number of other retired or separated participants entitled to future benefits2010-01-01132
Total of all active and inactive participants2010-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0121
Total participants2010-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-019
2009: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01453
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-01124
Number of other retired or separated participants entitled to future benefits2009-01-01125
Total of all active and inactive participants2009-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0121
Total participants2009-01-01456
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC.

Measure Date Value
2015 : EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-397,303
Total unrealized appreciation/depreciation of assets2015-12-31$-397,303
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-288,976
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,053,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$743,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$192,769
Value of total assets at end of year2015-12-31$9,859,935
Value of total assets at beginning of year2015-12-31$11,202,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$310,085
Total interest from all sources2015-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$247,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$247,841
Administrative expenses professional fees incurred2015-12-31$97,174
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$5,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$24,513
Other income not declared elsewhere2015-12-31$-19,314
Administrative expenses (other) incurred2015-12-31$185,851
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,342,309
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,859,935
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,202,244
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$27,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,769,371
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,805,260
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$85,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$55,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$55,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-312,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$192,769
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$316,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$743,248
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2015-12-31620713250
2014 : EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-1,010,900
Total unrealized appreciation/depreciation of assets2014-12-31$-1,010,900
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,072,246
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,002,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$745,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$864,599
Value of total assets at end of year2014-12-31$11,202,244
Value of total assets at beginning of year2014-12-31$11,132,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$257,763
Total interest from all sources2014-12-31$13
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,190,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,190,156
Administrative expenses professional fees incurred2014-12-31$113,100
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$24,513
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$74,625
Other income not declared elsewhere2014-12-31$19,888
Administrative expenses (other) incurred2014-12-31$118,538
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$69,483
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,202,244
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,132,761
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
Investment advisory and management fees2014-12-31$26,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,805,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,627,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$55,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$12,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$12,013
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$864,599
Employer contributions (assets) at end of year2014-12-31$316,931
Employer contributions (assets) at beginning of year2014-12-31$418,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$745,000
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 name2014-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2014-12-31620713250
2013 : EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,401
Total income from all sources (including contributions)2013-12-31$1,616,421
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$910,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$732,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$781,816
Value of total assets at end of year2013-12-31$11,132,761
Value of total assets at beginning of year2013-12-31$10,442,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$178,219
Total interest from all sources2013-12-31$22
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$352,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$352,092
Administrative expenses professional fees incurred2013-12-31$73,239
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$74,625
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$7,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$15,401
Other income not declared elsewhere2013-12-31$-2,483
Administrative expenses (other) incurred2013-12-31$80,403
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$15,402
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$705,486
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,132,761
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,427,275
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
Investment advisory and management fees2013-12-31$24,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,627,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,781,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,013
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$99,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$99,166
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$484,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$781,816
Employer contributions (assets) at end of year2013-12-31$418,309
Employer contributions (assets) at beginning of year2013-12-31$539,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$732,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2013-12-31620713250
2012 : EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,401
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,292,682
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$909,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$673,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$539,817
Value of total assets at end of year2012-12-31$10,442,676
Value of total assets at beginning of year2012-12-31$10,044,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$236,592
Total interest from all sources2012-12-31$144
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$308,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$308,035
Administrative expenses professional fees incurred2012-12-31$145,768
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$7,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$6,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$15,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$2,253
Administrative expenses (other) incurred2012-12-31$66,663
Total non interest bearing cash at end of year2012-12-31$15,402
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$382,915
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,427,275
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,044,360
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
Investment advisory and management fees2012-12-31$24,161
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,781,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,610,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$99,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$73,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$73,447
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$442,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$539,817
Employer contributions (assets) at end of year2012-12-31$539,817
Employer contributions (assets) at beginning of year2012-12-31$353,217
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$673,175
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2012-12-31620713250
2011 : EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
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$829,727
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$748,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$589,311
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$764,964
Value of total assets at end of year2011-12-31$10,044,360
Value of total assets at beginning of year2011-12-31$9,962,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$159,050
Total interest from all sources2011-12-31$116
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$286,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$286,772
Administrative expenses professional fees incurred2011-12-31$86,599
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$6,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$12,001
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$73
Administrative expenses (other) incurred2011-12-31$48,822
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$81,366
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,044,360
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,962,994
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
Investment advisory and management fees2011-12-31$23,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,610,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,541,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$73,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$65,410
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$65,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-222,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$764,964
Employer contributions (assets) at end of year2011-12-31$353,217
Employer contributions (assets) at beginning of year2011-12-31$344,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$589,311
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2011-12-31620713250
2010 : EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 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$21,584
Total income from all sources (including contributions)2010-12-31$1,568,120
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$742,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$569,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$589,711
Value of total assets at end of year2010-12-31$9,962,994
Value of total assets at beginning of year2010-12-31$9,159,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$172,799
Total interest from all sources2010-12-31$52
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$296,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$296,322
Administrative expenses professional fees incurred2010-12-31$106,493
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 period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$12,001
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,888
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$21,584
Other income not declared elsewhere2010-12-31$819
Administrative expenses (other) incurred2010-12-31$44,561
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$21,584
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$825,443
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,962,994
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,137,551
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
Investment advisory and management fees2010-12-31$21,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,541,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,821,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$65,410
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$168,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$168,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$681,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$589,711
Employer contributions (assets) at end of year2010-12-31$344,556
Employer contributions (assets) at beginning of year2010-12-31$139,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$569,878
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31KRAFT CPAS, PLLC
Accountancy firm EIN2010-12-31620713250

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC.

2015: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF WERTHAN PACKAGING, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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