401k Plan data: VEE PAK, LLC 401(K) PLAN & TRUST plan

VEE PAK, LLC 401(K) PLAN & TRUST 401k Plan overview

Plan Name	VEE PAK, LLC 401(K) PLAN & TRUST
Plan identification number	001

VEE PAK, LLC 401(K) PLAN & TRUST Benefits

401k Plan Type

Defined 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.
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

VEEPAK, LLC has sponsored the creation of one or more 401k plans.

Company Name: VEEPAK, LLC

Employer identification number (EIN): 815395969

NAIC Classification: 325600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VEE PAK, LLC 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 BRANDON BAYSTON BRANDON BAYSTON 2018-10-15

Plan Statistics for VEE PAK, LLC 401(K) PLAN & TRUST

401k plan membership statisitcs for VEE PAK, LLC 401(K) PLAN & TRUST

Measure Date Value
2020: VEE PAK, LLC 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,233
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2,806
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 299
Total of all active and inactive participants 2020-01-01 3,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 3,108
Number of participants with account balances 2020-01-01 2,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 188
2019: VEE PAK, LLC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,028
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 203
Total of all active and inactive participants 2019-01-01 1,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 1,233
Number of participants with account balances 2019-01-01 1,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 49
2018: VEE PAK, LLC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 288
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 230
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 245
Number of participants with account balances 2018-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VEE PAK, LLC 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 279
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 220
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 64
Total of all active and inactive participants 2017-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 284
Number of participants with account balances 2017-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2020: VEE PAK, LLC 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,233
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2,806
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	299
Total of all active and inactive participants	2020-01-01	3,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	3,108
Number of participants with account balances	2020-01-01	2,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	188
2019: VEE PAK, LLC 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,028
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	203
Total of all active and inactive participants	2019-01-01	1,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	1,233
Number of participants with account balances	2019-01-01	1,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	49
2018: VEE PAK, LLC 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	288
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	230
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	245
Number of participants with account balances	2018-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VEE PAK, LLC 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	279
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	220
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	64
Total of all active and inactive participants	2017-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	284
Number of participants with account balances	2017-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on VEE PAK, LLC 401(K) PLAN & TRUST

Measure	Date	Value
2020 : VEE PAK, LLC 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$44,045,904
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$11,997,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$11,822,833
Value of total corrective distributions	2020-12-31	$79,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$36,061,185
Value of total assets at end of year	2020-12-31	$77,140,431
Value of total assets at beginning of year	2020-12-31	$45,092,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$95,797
Total interest from all sources	2020-12-31	$58,502
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$284,502
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$284,502
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,393,721
Participant contributions at end of year	2020-12-31	$2,240,295
Participant contributions at beginning of year	2020-12-31	$753,166
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$30,918,061
Administrative expenses (other) incurred	2020-12-31	$40,798
Total non interest bearing cash at end of year	2020-12-31	$904
Total non interest bearing cash at beginning of year	2020-12-31	$4,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$32,048,001
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$77,140,431
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$45,092,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$54,999
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$20,980,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,534,068
Interest on participant loans	2020-12-31	$46,534
Value of interest in common/collective trusts at end of year	2020-12-31	$50,456,576
Value of interest in common/collective trusts at beginning of year	2020-12-31	$23,499,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$3,461,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,918,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,918,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$11,968
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$382,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,206,817
Net investment gain or loss from common/collective trusts	2020-12-31	$5,434,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$749,403
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$11,822,833
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : VEE PAK, LLC 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$29,989,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$7,388,559
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,141,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,036,522
Expenses. Certain deemed distributions of participant loans	2019-12-31	$13,127
Value of total corrective distributions	2019-12-31	$6,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,590,647
Value of total assets at end of year	2019-12-31	$45,092,430
Value of total assets at beginning of year	2019-12-31	$13,856,127
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$85,655
Total interest from all sources	2019-12-31	$37,419
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$412,062
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$412,062
Administrative expenses professional fees incurred	2019-12-31	$44,982
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,033,794
Participant contributions at end of year	2019-12-31	$753,166
Participant contributions at beginning of year	2019-12-31	$340,211
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$148,211
Administrative expenses (other) incurred	2019-12-31	$13,173
Total non interest bearing cash at end of year	2019-12-31	$4,829
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,246,677
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$45,092,430
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,856,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,534,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$13,394,470
Interest on participant loans	2019-12-31	$21,500
Value of interest in common/collective trusts at end of year	2019-12-31	$23,499,766
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,918,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$15,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$382,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$121,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,759,782
Net investment gain or loss from common/collective trusts	2019-12-31	$1,588,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$408,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,036,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
2018 : VEE PAK, LLC 401(K) PLAN & TRUST 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$915,146
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,670,853
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,656,840
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$910,460
Value of total assets at end of year	2018-12-31	$13,856,127
Value of total assets at beginning of year	2018-12-31	$14,611,834
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,013
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$16,353
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$302,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$302,858
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Amount of non-exempt transactions with any party-in-interest	2018-12-31	$0
Contributions received from participants	2018-12-31	$910,460
Participant contributions at end of year	2018-12-31	$340,211
Participant contributions at beginning of year	2018-12-31	$348,452
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-755,707
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,856,127
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,611,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2018-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$3,067
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$13,394,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,139,270
Interest on participant loans	2018-12-31	$11,053
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$10
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,103,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,103,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$5,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$121,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-314,525
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	Yes
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$20,341
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,656,840
Contract administrator fees	2018-12-31	$10,946
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CRAY KAISER, LTD
Accountancy firm EIN	2018-12-31	362746886
2017 : VEE PAK, LLC 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,429,008
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,057,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,052,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$946,517
Value of total assets at end of year	2017-12-31	$14,611,834
Value of total assets at beginning of year	2017-12-31	$13,240,425
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,800
Total interest from all sources	2017-12-31	$15,900
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$86,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$86,183
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$946,517
Participant contributions at end of year	2017-12-31	$348,452
Participant contributions at beginning of year	2017-12-31	$325,904
Participant contributions at end of year	2017-12-31	$20,341
Participant contributions at beginning of year	2017-12-31	$11,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,371,409
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,611,834
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$13,240,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,139,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,552,596
Interest on participant loans	2017-12-31	$13,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,103,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,350,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,350,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$2,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,380,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,052,799
Contract administrator fees	2017-12-31	$4,800
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MUELLER & CO., LLP
Accountancy firm EIN	2017-12-31	362658780

Form 5500 Responses for VEE PAK, LLC 401(K) PLAN & TRUST

2020: VEE PAK, LLC 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VEE PAK, LLC 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VEE PAK, LLC 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VEE PAK, LLC 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-03-26
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	207
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

613953

Policy instance

Insurance contract or identification number	613953
Number of Individuals Covered	245
Insurance policy start date	2018-09-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VEEPAK, LLC
Employer identification number (EIN):	815395969
NAIC Classification:	325600