401k Plan data: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN plan

SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 401k Plan overview

Plan Name	SULLIVAN PAPER COMPANY, INC. 401(K) PLAN
Plan identification number	002

SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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

SULLIVAN PAPER COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SULLIVAN PAPER COMPANY, INC.

Employer identification number (EIN): 042143859

NAIC Classification: 322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SULLIVAN PAPER COMPANY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 GEORGE R. SULLIVAN 2023-09-01
002 2021-01-01 GEORGE R. SULLIVAN 2022-07-18
002 2020-01-01 GEORGE R. SULLIVAN 2021-08-27
002 2019-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	GEORGE R. SULLIVAN	2023-09-01
002	2021-01-01	GEORGE R. SULLIVAN	2022-07-18
002	2020-01-01	GEORGE R. SULLIVAN	2021-08-27
002	2019-01-01

Plan Statistics for SULLIVAN PAPER COMPANY, INC. 401(K) PLAN

401k plan membership statisitcs for SULLIVAN PAPER COMPANY, INC. 401(K) PLAN

Measure Date Value
2022: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 118
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 133
Number of participants with account balances 2022-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 123
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 6
Total of all active and inactive participants 2021-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 129
Number of participants with account balances 2021-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 44
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
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 12
Total of all active and inactive participants 2020-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 134
Number of participants with account balances 2020-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0

Measure	Date	Value
2022: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	118
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	133
Number of participants with account balances	2022-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	123
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	6
Total of all active and inactive participants	2021-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	129
Number of participants with account balances	2021-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	44
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
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	12
Total of all active and inactive participants	2020-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	134
Number of participants with account balances	2020-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0

Financial Data on SULLIVAN PAPER COMPANY, INC. 401(K) PLAN

Measure	Date	Value
2022 : SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$344,711
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$24,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$22,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$583,841
Value of total assets at end of year	2022-12-31	$1,651,378
Value of total assets at beginning of year	2022-12-31	$1,330,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,340
Total interest from all sources	2022-12-31	$684
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$123,163
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$123,163
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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
Contributions received from participants	2022-12-31	$357,494
Participant contributions at end of year	2022-12-31	$16,584
Participant contributions at beginning of year	2022-12-31	$11,383
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$1,340
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	$320,573
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$1,651,378
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,330,805
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	$1,455,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,283,925
Interest on participant loans	2022-12-31	$684
Value of interest in common/collective trusts at end of year	2022-12-31	$157,038
Value of interest in common/collective trusts at beginning of year	2022-12-31	$34,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-363,694
Net investment gain or loss from common/collective trusts	2022-12-31	$717
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
Contributions received in cash from employer	2022-12-31	$226,347
Employer contributions (assets) at end of year	2022-12-31	$21,930
Employer contributions (assets) at beginning of year	2022-12-31	$1,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$22,798
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2022-12-31	043499945
2021 : SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$809,586
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$29,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$28,683
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$696,554
Value of total assets at end of year	2021-12-31	$1,330,805
Value of total assets at beginning of year	2021-12-31	$551,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,300
Total interest from all sources	2021-12-31	$190
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$91,144
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$91,144
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$309,777
Participant contributions at end of year	2021-12-31	$11,383
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$164,421
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$1,300
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	$779,603
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,330,805
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$551,202
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	$1,283,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$530,200
Interest on participant loans	2021-12-31	$190
Value of interest in common/collective trusts at end of year	2021-12-31	$34,487
Value of interest in common/collective trusts at beginning of year	2021-12-31	$20,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$21,698
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
Contributions received in cash from employer	2021-12-31	$222,356
Employer contributions (assets) at end of year	2021-12-31	$1,010
Employer contributions (assets) at beginning of year	2021-12-31	$318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$28,683
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2021-12-31	043499945
2020 : SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	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	$529,671
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$459,023
Value of total assets at end of year	2020-12-31	$551,202
Value of total assets at beginning of year	2020-12-31	$24,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$881
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$25,139
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$25,139
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$252,318
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,909
Administrative expenses (other) incurred	2020-12-31	$881
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	$526,518
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$551,202
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$24,684
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	$530,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,252
Value of interest in common/collective trusts at end of year	2020-12-31	$20,684
Value of interest in common/collective trusts at beginning of year	2020-12-31	$432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$45,509
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
Contributions received in cash from employer	2020-12-31	$193,796
Employer contributions (assets) at end of year	2020-12-31	$318
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	$2,272
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	CARON & BLETZER, PLLC
Accountancy firm EIN	2020-12-31	043499945

Form 5500 Responses for SULLIVAN PAPER COMPANY, INC. 401(K) PLAN

2022: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SULLIVAN PAPER COMPANY, INC. 401(K) PLAN 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 - Trust	Yes

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Company Name:	SULLIVAN PAPER COMPANY, INC.
Employer identification number (EIN):	042143859
NAIC Classification:	322200