Plan Name | BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BROCKWAY-SMITH COMPANY |
Employer identification number (EIN): | 041123740 |
NAIC Classification: | 423300 |
Additional information about BROCKWAY-SMITH COMPANY
Jurisdiction of Incorporation: | Vermont Secretary of State Corporations Division |
Incorporation Date: | 1994-01-24 |
Company Identification Number: | 64628 |
Legal Registered Office Address: |
17 G W Tatro Dr Jeffersonville United States of America (USA) 05464 |
More information about BROCKWAY-SMITH COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | LINDA M. LYONS | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2019-07-17 | |
003 | 2017-01-01 | LINDA M. LYONS | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2018-07-19 | |
003 | 2016-01-01 | LINDA M. LYONS | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2017-07-21 | |
003 | 2015-01-01 | LINDA M. LYONS | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2016-07-21 | |
003 | 2014-01-01 | LINDA M. LYONS | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2015-07-29 | |
003 | 2014-01-01 | LINDA M. LYONS | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2015-07-29 | |
003 | 2013-01-01 | LINDA M. LYONS, TRUSTEE | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2014-07-28 | |
003 | 2012-01-01 | LINDA M. LYONS, TRUSTEE | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2013-05-28 | |
003 | 2011-01-01 | LINDA M. LYONS, TRUSTEE | PAUL J. ZOCCO, CPA, TREASURER & CFO | 2012-04-13 | |
003 | 2010-01-01 | TIMOTHY A. LYONS, TRUSTEE | PAUL J. ZOCCO, CPA, TREASURER CFO | 2011-04-28 | |
003 | 2009-01-01 | TIMOTHY A. LYONS, TRUSTEE | PAUL J. ZOCCO, CPA, TREASURER CFO | 2010-04-29 |
Measure | Date | Value |
---|---|---|
2022: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 57 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 9 |
Total of all active and inactive participants | 2022-01-01 | 66 |
Total participants | 2022-01-01 | 66 |
Number of participants with account balances | 2022-01-01 | 66 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 72 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 61 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 68 |
Total participants | 2021-01-01 | 68 |
Number of participants with account balances | 2021-01-01 | 68 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 76 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 9 |
Total of all active and inactive participants | 2020-01-01 | 72 |
Total participants | 2020-01-01 | 72 |
Number of participants with account balances | 2020-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 66 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 76 |
Total participants | 2019-01-01 | 76 |
Number of participants with account balances | 2019-01-01 | 76 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 81 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
Total of all active and inactive participants | 2018-01-01 | 92 |
Total participants | 2018-01-01 | 92 |
Number of participants with account balances | 2018-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 88 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 11 |
Total of all active and inactive participants | 2017-01-01 | 99 |
Total participants | 2017-01-01 | 99 |
Number of participants with account balances | 2017-01-01 | 99 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 91 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 10 |
Total of all active and inactive participants | 2016-01-01 | 101 |
Total participants | 2016-01-01 | 101 |
Number of participants with account balances | 2016-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 93 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 11 |
Total of all active and inactive participants | 2015-01-01 | 104 |
Total participants | 2015-01-01 | 104 |
Number of participants with account balances | 2015-01-01 | 104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 116 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 98 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 10 |
Total of all active and inactive participants | 2014-01-01 | 108 |
Total participants | 2014-01-01 | 108 |
Number of participants with account balances | 2014-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 159 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 105 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 11 |
Total of all active and inactive participants | 2013-01-01 | 116 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 116 |
Number of participants with account balances | 2013-01-01 | 116 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 169 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 30 |
Total of all active and inactive participants | 2012-01-01 | 159 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 159 |
Number of participants with account balances | 2012-01-01 | 159 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 156 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 169 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 169 |
Number of participants with account balances | 2011-01-01 | 169 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 262 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 189 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 46 |
Total of all active and inactive participants | 2010-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 235 |
Number of participants with account balances | 2010-01-01 | 235 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 221 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 40 |
Total of all active and inactive participants | 2009-01-01 | 261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 262 |
Number of participants with account balances | 2009-01-01 | 262 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $2,021,927 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $2,021,927 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $57,141 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $197,878 |
Expenses. Interest paid | 2022-12-31 | $2,887 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $2,887 |
Total income from all sources (including contributions) | 2022-12-31 | $2,254,965 |
Total of all expenses incurred | 2022-12-31 | $141,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $138,645 |
Value of total assets at end of year | 2022-12-31 | $13,005,370 |
Value of total assets at beginning of year | 2022-12-31 | $11,032,674 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $233,038 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $227,280 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $213,075 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $57,141 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $197,878 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $2,113,433 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,948,229 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,834,796 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $359,236 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $423,480 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $12,418,854 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $10,396,119 |
Income. Dividends from common stock | 2022-12-31 | $233,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $138,645 |
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 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PKF JND, PC |
Accountancy firm EIN | 2022-12-31 | 043138777 |
2021 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,372,141 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,372,141 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $197,878 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $338,614 |
Expenses. Interest paid | 2021-12-31 | $6,313 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $6,313 |
Total income from all sources (including contributions) | 2021-12-31 | $1,585,544 |
Total of all expenses incurred | 2021-12-31 | $200,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $193,798 |
Value of total assets at end of year | 2021-12-31 | $11,032,674 |
Value of total assets at beginning of year | 2021-12-31 | $9,787,977 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $213,403 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $213,075 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $189,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $197,878 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $338,614 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,385,433 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,834,796 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,449,363 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $423,480 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $574,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $10,396,119 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $9,023,802 |
Income. Dividends from common stock | 2021-12-31 | $213,403 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $193,798 |
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 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PKF, PC |
Accountancy firm EIN | 2021-12-31 | 043138777 |
2020 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,039,305 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,039,305 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $338,614 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $528,524 |
Expenses. Interest paid | 2020-12-31 | $10,425 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $10,425 |
Total income from all sources (including contributions) | 2020-12-31 | $1,231,650 |
Total of all expenses incurred | 2020-12-31 | $199,009 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $188,584 |
Value of total assets at end of year | 2020-12-31 | $9,787,977 |
Value of total assets at beginning of year | 2020-12-31 | $8,945,246 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $192,345 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $189,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $203,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $338,614 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $528,524 |
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 | $1,032,641 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $9,449,363 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,416,722 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $574,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $757,121 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $9,023,802 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $7,984,725 |
Income. Dividends from common stock | 2020-12-31 | $192,345 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $188,584 |
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 | 2020-12-31 | No |
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 | PKF, PC |
Accountancy firm EIN | 2020-12-31 | 043138777 |
2019 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $982,497 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $982,497 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $528,524 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $432,727 |
Expenses. Interest paid | 2019-12-31 | $11,943 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $11,943 |
Total income from all sources (including contributions) | 2019-12-31 | $1,196,399 |
Total of all expenses incurred | 2019-12-31 | $771,793 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $759,850 |
Value of total assets at end of year | 2019-12-31 | $8,945,246 |
Value of total assets at beginning of year | 2019-12-31 | $8,424,843 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $213,822 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $203,400 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $197,460 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $528,524 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $432,727 |
Other income not declared elsewhere | 2019-12-31 | $80 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $6,137 |
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 | $424,606 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,416,722 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,992,116 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $757,121 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $628,528 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $7,984,725 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $7,592,718 |
Income. Dividends from common stock | 2019-12-31 | $213,822 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $759,850 |
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 | No |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | PKF, PC |
Accountancy firm EIN | 2019-12-31 | 043138777 |
2018 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,543,510 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $1,543,510 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $432,727 |
Expenses. Interest paid | 2018-12-31 | $6,204 |
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 | $6,204 |
Total income from all sources (including contributions) | 2018-12-31 | $1,749,505 |
Total of all expenses incurred | 2018-12-31 | $1,621,164 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,614,960 |
Value of total assets at end of year | 2018-12-31 | $8,424,843 |
Value of total assets at beginning of year | 2018-12-31 | $7,863,775 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $205,995 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $197,460 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $176,320 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $432,727 |
Total non interest bearing cash at end of year | 2018-12-31 | $6,137 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $6,137 |
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 |
Value of net income/loss | 2018-12-31 | $128,341 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,992,116 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,863,775 |
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 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $628,528 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,004,774 |
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 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $7,592,718 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $6,676,544 |
Income. Dividends from common stock | 2018-12-31 | $205,995 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,614,960 |
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 | 2018-12-31 | No |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | PKF, PC |
Accountancy firm EIN | 2018-12-31 | 043138777 |
2017 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $568,012 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $568,012 |
Total income from all sources (including contributions) | 2017-12-31 | $751,707 |
Total of all expenses incurred | 2017-12-31 | $46,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $46,441 |
Value of total assets at end of year | 2017-12-31 | $7,863,775 |
Value of total assets at beginning of year | 2017-12-31 | $7,158,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $183,695 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $176,320 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $165,300 |
Total non interest bearing cash at end of year | 2017-12-31 | $6,137 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $6,137 |
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 | $705,266 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,863,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,158,509 |
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 | $1,004,774 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $878,565 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $6,676,544 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $6,108,507 |
Income. Dividends from common stock | 2017-12-31 | $183,695 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $46,441 |
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 | 2017-12-31 | No |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | PKF, PC |
Accountancy firm EIN | 2017-12-31 | 043138777 |
2016 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $1,439,296 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $1,439,296 |
Total income from all sources (including contributions) | 2016-12-31 | $1,606,057 |
Total of all expenses incurred | 2016-12-31 | $175,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $175,990 |
Value of total assets at end of year | 2016-12-31 | $7,158,509 |
Value of total assets at beginning of year | 2016-12-31 | $5,728,442 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $166,761 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $165,300 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $134,970 |
Total non interest bearing cash at end of year | 2016-12-31 | $6,137 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $6,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,430,067 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,158,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,728,442 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $878,565 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $918,194 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $6,108,507 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $4,669,141 |
Income. Dividends from common stock | 2016-12-31 | $166,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $175,990 |
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 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | PKF, PC |
Accountancy firm EIN | 2016-12-31 | 043138777 |
2015 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $697,459 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $697,459 |
Total income from all sources (including contributions) | 2015-12-31 | $832,780 |
Total of all expenses incurred | 2015-12-31 | $504,332 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $504,332 |
Value of total assets at end of year | 2015-12-31 | $5,728,442 |
Value of total assets at beginning of year | 2015-12-31 | $5,399,994 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $135,321 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $134,970 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $61,350 |
Total non interest bearing cash at end of year | 2015-12-31 | $6,137 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $6,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $328,448 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,728,442 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,399,994 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $918,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $831,491 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $4,669,141 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $4,501,016 |
Income. Dividends from common stock | 2015-12-31 | $135,321 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $504,332 |
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 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | PKF, PC |
Accountancy firm EIN | 2015-12-31 | 043138777 |
2014 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $702,514 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $702,514 |
Total income from all sources (including contributions) | 2014-12-31 | $764,227 |
Total of all expenses incurred | 2014-12-31 | $200,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $200,701 |
Value of total assets at end of year | 2014-12-31 | $5,399,994 |
Value of total assets at beginning of year | 2014-12-31 | $4,836,468 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $61,713 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $61,350 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $294,480 |
Total non interest bearing cash at end of year | 2014-12-31 | $6,137 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $6,196 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $563,526 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,399,994 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,836,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $831,491 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $737,503 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $4,501,016 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $3,798,289 |
Income. Dividends from common stock | 2014-12-31 | $61,713 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $200,701 |
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 | 2014-12-31 | No |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | PKF, PC |
Accountancy firm EIN | 2014-12-31 | 043138777 |
2013 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $814,403 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $814,403 |
Total income from all sources (including contributions) | 2013-12-31 | $1,117,845 |
Total loss/gain on sale of assets | 2013-12-31 | $8,196 |
Total of all expenses incurred | 2013-12-31 | $1,982,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,982,015 |
Value of total assets at end of year | 2013-12-31 | $4,836,468 |
Value of total assets at beginning of year | 2013-12-31 | $5,700,638 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $295,246 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $766 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $19,396 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $294,480 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $87,080 |
Total non interest bearing cash at end of year | 2013-12-31 | $6,196 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $6,285 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-864,170 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,836,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,700,638 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $737,503 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,632,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $3,798,289 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $2,974,849 |
Income. Dividends from common stock | 2013-12-31 | $294,480 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,982,015 |
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 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $19,396 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $11,200 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PKF, PC |
Accountancy firm EIN | 2013-12-31 | 043138777 |
2012 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-323,939 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-323,939 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,698 |
Expenses. Interest paid | 2012-12-31 | $57 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $57 |
Total income from all sources (including contributions) | 2012-12-31 | $-188,560 |
Total loss/gain on sale of assets | 2012-12-31 | $48,038 |
Total of all expenses incurred | 2012-12-31 | $466,634 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $466,577 |
Value of total assets at end of year | 2012-12-31 | $5,700,638 |
Value of total assets at beginning of year | 2012-12-31 | $6,391,530 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $87,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $261 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $5,103 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $87,080 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $112,275 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $35,698 |
Total non interest bearing cash at end of year | 2012-12-31 | $6,285 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $6,303 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-655,194 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,700,638 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,355,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,632,424 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $718,859 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $2,974,849 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $5,554,093 |
Income. Dividends from common stock | 2012-12-31 | $87,080 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $466,577 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,308,368 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,260,330 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PKF. PC |
Accountancy firm EIN | 2012-12-31 | 043138777 |
2011 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-45,758 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-45,758 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,698 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $385,266 |
Expenses. Interest paid | 2011-12-31 | $2,008 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2011-12-31 | $2,008 |
Total income from all sources (including contributions) | 2011-12-31 | $549,115 |
Total loss/gain on sale of assets | 2011-12-31 | $482,271 |
Total of all expenses incurred | 2011-12-31 | $1,242,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,240,518 |
Value of total assets at end of year | 2011-12-31 | $6,391,530 |
Value of total assets at beginning of year | 2011-12-31 | $7,434,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $112,602 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $327 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $282,770 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $112,275 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $194,675 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $35,698 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $385,266 |
Total non interest bearing cash at end of year | 2011-12-31 | $6,303 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $6,783 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-693,411 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,355,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,049,243 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $718,859 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,304,382 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $5,554,093 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $5,928,669 |
Income. Dividends from common stock | 2011-12-31 | $112,275 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,240,518 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $1,094,071 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $611,800 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PKF, PC |
Accountancy firm EIN | 2011-12-31 | 043138777 |
2010 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-3,630,680 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-3,630,680 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $385,266 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $281,164 |
Expenses. Interest paid | 2010-12-31 | $3,627 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $3,627 |
Total income from all sources (including contributions) | 2010-12-31 | $-2,739,728 |
Total loss/gain on sale of assets | 2010-12-31 | $696,001 |
Total of all expenses incurred | 2010-12-31 | $881,423 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $877,796 |
Value of total assets at end of year | 2010-12-31 | $7,434,509 |
Value of total assets at beginning of year | 2010-12-31 | $10,951,558 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $194,951 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $276 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $273,880 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $194,675 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $152,250 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $385,266 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $281,164 |
Total non interest bearing cash at end of year | 2010-12-31 | $6,783 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $6,947 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-3,621,151 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,049,243 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,670,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,304,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $622,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $5,928,669 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $10,170,300 |
Income. Dividends from common stock | 2010-12-31 | $194,675 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $877,796 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,580,801 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $884,800 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PKF, PC |
Accountancy firm EIN | 2010-12-31 | 043138777 |
2009 : BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $100,740 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2022: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BROCKWAY-SMITH COMPANY EMPLOYEE STOCK OWNERSHIP PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |