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MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameMCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

MCINTOSH BOX & PALLET CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:MCINTOSH BOX & PALLET CO., INC.
Employer identification number (EIN):160876891
NAIC Classification:332610

Additional information about MCINTOSH BOX & PALLET CO., INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1964-06-24
Company Identification Number: 177703
Legal Registered Office Address: 5864 PYLE DRIVE
Onondaga
EAST SYRACUSE
United States of America (USA)
13057

More information about MCINTOSH BOX & PALLET CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012023-01-01EMILY DISCENZA
0012022-01-01
0012022-01-01EMILY DISCENZA
0012021-01-01
0012021-01-01RICHARD HUFTALEN
0012020-01-01
0012019-01-01
0012018-01-01RICHARD HUFTALEN
0012017-01-01RICHARD HUFTALEN
0012016-01-01RICHARD HUFTALEN
0012015-01-01RICHARD HUFTALEN
0012014-01-01RICHARD HUFTALEN
0012013-01-01RICHARD HUFTALEN
0012012-01-01RICHARD HUFTALEN
0012011-01-01RICHARD HUFTALEN RICHARD HUFTALEN2012-10-08
0012009-01-01RICHARD HUFTALEN RICHARD HUFTALEN2010-10-04

Financial Data on MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$130,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$99,722
Total income from all sources (including contributions)2023-12-31$2,506,351
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$593,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$535,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,123,513
Value of total assets at end of year2023-12-31$9,424,034
Value of total assets at beginning of year2023-12-31$7,480,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$58,069
Total interest from all sources2023-12-31$19,579
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$202,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$202,240
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$787,238
Participant contributions at end of year2023-12-31$373,802
Participant contributions at beginning of year2023-12-31$323,243
Participant contributions at beginning of year2023-12-31$10,057
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$10,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$130,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$99,722
Other income not declared elsewhere2023-12-31$200
Administrative expenses (other) incurred2023-12-31$6
Total non interest bearing cash at end of year2023-12-31$130,877
Total non interest bearing cash at beginning of year2023-12-31$99,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,912,493
Value of net assets at end of year (total assets less liabilities)2023-12-31$9,293,157
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,380,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$49,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,672,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,762,845
Interest on participant loans2023-12-31$19,579
Value of interest in common/collective trusts at end of year2023-12-31$246,810
Value of interest in common/collective trusts at beginning of year2023-12-31$229,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$12,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,160,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$325,669
Employer contributions (assets) at beginning of year2023-12-31$42,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$535,789
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CUOMO, WINTERS & SCHMIDT, CPAS,PLLP
Accountancy firm EIN2023-12-31473999929
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$130,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$99,722
Total income from all sources (including contributions)2023-01-01$2,506,351
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$593,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$535,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,123,513
Value of total assets at end of year2023-01-01$9,424,034
Value of total assets at beginning of year2023-01-01$7,480,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$58,069
Total interest from all sources2023-01-01$19,579
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$202,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$202,240
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$787,238
Participant contributions at end of year2023-01-01$373,802
Participant contributions at beginning of year2023-01-01$323,243
Participant contributions at beginning of year2023-01-01$10,057
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$10,606
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$130,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$99,722
Other income not declared elsewhere2023-01-01$200
Administrative expenses (other) incurred2023-01-01$6
Total non interest bearing cash at end of year2023-01-01$130,877
Total non interest bearing cash at beginning of year2023-01-01$99,722
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,912,493
Value of net assets at end of year (total assets less liabilities)2023-01-01$9,293,157
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$7,380,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$49,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$8,672,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,762,845
Interest on participant loans2023-01-01$19,579
Value of interest in common/collective trusts at end of year2023-01-01$246,810
Value of interest in common/collective trusts at beginning of year2023-01-01$229,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$12,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,160,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$325,669
Employer contributions (assets) at beginning of year2023-01-01$42,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$535,789
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CUOMO, WINTERS & SCHMIDT, CPAS,PLLP
Accountancy firm EIN2023-01-01473999929
2022 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$99,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$511,384
Total income from all sources (including contributions)2022-12-31$-7,230
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$470,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$412,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,329,364
Value of total assets at end of year2022-12-31$7,480,386
Value of total assets at beginning of year2022-12-31$8,369,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,539
Total interest from all sources2022-12-31$12,023
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$172,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$172,086
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$863,202
Participant contributions at end of year2022-12-31$323,243
Participant contributions at beginning of year2022-12-31$268,266
Participant contributions at end of year2022-12-31$10,057
Participant contributions at beginning of year2022-12-31$8,795
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$55,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$99,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$511,384
Other income not declared elsewhere2022-12-31$998
Administrative expenses (other) incurred2022-12-31$11,758
Total non interest bearing cash at end of year2022-12-31$99,722
Total non interest bearing cash at beginning of year2022-12-31$511,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-477,367
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,380,664
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,858,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$45,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,762,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,336,601
Interest on participant loans2022-12-31$12,023
Value of interest in common/collective trusts at end of year2022-12-31$229,778
Value of interest in common/collective trusts at beginning of year2022-12-31$201,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$12,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$11,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,521,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$410,384
Employer contributions (assets) at end of year2022-12-31$42,012
Employer contributions (assets) at beginning of year2022-12-31$30,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$412,598
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CUOMO, WINTERS & SCHMIDT, CPAS,PLLP
Accountancy firm EIN2022-12-31473999929
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$99,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$511,384
Total income from all sources (including contributions)2022-01-01$-7,230
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$470,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$412,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,329,364
Value of total assets at end of year2022-01-01$7,480,386
Value of total assets at beginning of year2022-01-01$8,369,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$57,539
Total interest from all sources2022-01-01$12,023
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$172,086
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$172,086
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$863,202
Participant contributions at end of year2022-01-01$323,243
Participant contributions at beginning of year2022-01-01$268,266
Participant contributions at end of year2022-01-01$10,057
Participant contributions at beginning of year2022-01-01$8,795
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$55,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$99,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$511,384
Other income not declared elsewhere2022-01-01$998
Administrative expenses (other) incurred2022-01-01$11,758
Total non interest bearing cash at end of year2022-01-01$99,722
Total non interest bearing cash at beginning of year2022-01-01$511,384
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-477,367
Value of net assets at end of year (total assets less liabilities)2022-01-01$7,380,664
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$7,858,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$45,781
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,762,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$7,336,601
Interest on participant loans2022-01-01$12,023
Value of interest in common/collective trusts at end of year2022-01-01$229,778
Value of interest in common/collective trusts at beginning of year2022-01-01$201,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$12,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$11,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,521,701
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$410,384
Employer contributions (assets) at end of year2022-01-01$42,012
Employer contributions (assets) at beginning of year2022-01-01$30,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$412,598
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CUOMO, WINTERS & SCHMIDT, CPAS,PLLP
Accountancy firm EIN2022-01-01473999929
2021 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$511,384
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$88,839
Total income from all sources (including contributions)2021-12-31$2,144,312
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$864,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$806,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,038,451
Value of total assets at end of year2021-12-31$8,369,415
Value of total assets at beginning of year2021-12-31$6,666,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$58,026
Total interest from all sources2021-12-31$12,384
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$647,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$647,036
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$716,124
Participant contributions at end of year2021-12-31$268,266
Participant contributions at beginning of year2021-12-31$235,589
Participant contributions at end of year2021-12-31$8,795
Participant contributions at beginning of year2021-12-31$8,829
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$511,384
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$88,839
Other income not declared elsewhere2021-12-31$473
Administrative expenses (other) incurred2021-12-31$13,195
Total non interest bearing cash at end of year2021-12-31$511,384
Total non interest bearing cash at beginning of year2021-12-31$88,839
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,280,043
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,858,031
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,577,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$44,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,336,601
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,148,478
Interest on participant loans2021-12-31$12,384
Value of interest in common/collective trusts at end of year2021-12-31$201,641
Value of interest in common/collective trusts at beginning of year2021-12-31$150,602
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$11,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,258
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$445,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$317,762
Employer contributions (assets) at end of year2021-12-31$30,997
Employer contributions (assets) at beginning of year2021-12-31$23,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$805,817
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CUOMO, WINTERS & SCHMIDT, CPAS,PLLP
Accountancy firm EIN2021-12-31473999929
2020 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$88,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$78,487
Total income from all sources (including contributions)2020-12-31$1,703,504
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$386,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$348,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$812,876
Value of total assets at end of year2020-12-31$6,666,827
Value of total assets at beginning of year2020-12-31$5,339,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,406
Total interest from all sources2020-12-31$9,680
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$146,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$146,880
Administrative expenses professional fees incurred2020-12-31$38,406
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$504,628
Participant contributions at end of year2020-12-31$235,589
Participant contributions at beginning of year2020-12-31$137,107
Participant contributions at end of year2020-12-31$8,829
Participant contributions at beginning of year2020-12-31$6,347
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$68,047
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$88,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$78,487
Other income not declared elsewhere2020-12-31$-164
Total non interest bearing cash at end of year2020-12-31$88,839
Total non interest bearing cash at beginning of year2020-12-31$57,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,316,507
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,577,988
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,261,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,148,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,847,409
Interest on participant loans2020-12-31$9,680
Value of interest in common/collective trusts at end of year2020-12-31$150,602
Value of interest in common/collective trusts at beginning of year2020-12-31$266,382
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$11,429
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$340
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$734,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$240,201
Employer contributions (assets) at end of year2020-12-31$23,232
Employer contributions (assets) at beginning of year2020-12-31$13,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$348,251
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CUOMO, WINTERS & SCHMIDT, CPAS, PLL
Accountancy firm EIN2020-12-31473999929
2019 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$59,009
Total income from all sources (including contributions)2019-12-31$1,684,302
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$275,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$252,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$746,090
Value of total assets at end of year2019-12-31$5,339,968
Value of total assets at beginning of year2019-12-31$3,911,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,852
Total interest from all sources2019-12-31$13,736
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$117,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$117,196
Administrative expenses professional fees incurred2019-12-31$22,852
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$412,077
Participant contributions at end of year2019-12-31$137,107
Participant contributions at beginning of year2019-12-31$162,666
Participant contributions at end of year2019-12-31$6,347
Participant contributions at beginning of year2019-12-31$5,182
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$138,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$78,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$59,009
Total non interest bearing cash at end of year2019-12-31$57,314
Total non interest bearing cash at beginning of year2019-12-31$59,009
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,408,863
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,261,481
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,852,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,847,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,389,796
Interest on participant loans2019-12-31$7,500
Value of interest in common/collective trusts at end of year2019-12-31$266,382
Value of interest in common/collective trusts at beginning of year2019-12-31$273,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$6,236
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$11,429
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,805
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$807,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$195,224
Employer contributions (assets) at end of year2019-12-31$13,980
Employer contributions (assets) at beginning of year2019-12-31$10,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$252,165
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CUOMO, WINTERS & SCHMIDT, CPAS, PLL
Accountancy firm EIN2019-12-31473999929
2018 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-333,330
Total unrealized appreciation/depreciation of assets2018-12-31$-333,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$59,009
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$37,872
Total income from all sources (including contributions)2018-12-31$244,337
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$477,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$456,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$436,970
Value of total assets at end of year2018-12-31$3,911,627
Value of total assets at beginning of year2018-12-31$4,123,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,848
Total interest from all sources2018-12-31$13,018
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$110,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$110,198
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$150,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$299,478
Participant contributions at end of year2018-12-31$162,666
Participant contributions at beginning of year2018-12-31$140,083
Participant contributions at end of year2018-12-31$5,182
Participant contributions at beginning of year2018-12-31$4,171
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$8,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$59,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$37,872
Other income not declared elsewhere2018-12-31$14,883
Administrative expenses (other) incurred2018-12-31$20,848
Total non interest bearing cash at end of year2018-12-31$59,009
Total non interest bearing cash at beginning of year2018-12-31$37,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-233,096
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,852,618
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,085,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,389,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,599,783
Interest on participant loans2018-12-31$7,106
Interest earned on other investments2018-12-31$5,912
Value of interest in common/collective trusts at end of year2018-12-31$273,403
Value of interest in common/collective trusts at beginning of year2018-12-31$307,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$19,032
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$2,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$137,492
Employer contributions (assets) at end of year2018-12-31$10,766
Employer contributions (assets) at beginning of year2018-12-31$15,320
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$447,986
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CUOMO, WINTERS & SCHMIDT, CPAS, PLL
Accountancy firm EIN2018-12-31473999929
2017 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$458,297
Total unrealized appreciation/depreciation of assets2017-12-31$458,297
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$37,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,372
Total income from all sources (including contributions)2017-12-31$1,016,266
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$125,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$108,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$440,340
Value of total assets at end of year2017-12-31$4,123,586
Value of total assets at beginning of year2017-12-31$3,223,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,388
Total interest from all sources2017-12-31$11,222
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$92,146
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$92,146
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$150,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$265,366
Participant contributions at end of year2017-12-31$140,083
Participant contributions at beginning of year2017-12-31$78,512
Participant contributions at end of year2017-12-31$4,171
Participant contributions at beginning of year2017-12-31$3,936
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$50,376
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$37,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$28,372
Other income not declared elsewhere2017-12-31$1,118
Administrative expenses (other) incurred2017-12-31$17,388
Total non interest bearing cash at end of year2017-12-31$37,872
Total non interest bearing cash at beginning of year2017-12-31$28,373
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$890,765
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,085,714
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,194,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,599,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,775,448
Interest on participant loans2017-12-31$5,909
Interest earned on other investments2017-12-31$5,313
Value of interest in common/collective trusts at end of year2017-12-31$307,325
Value of interest in common/collective trusts at beginning of year2017-12-31$307,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$19,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$17,914
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$124,598
Employer contributions (assets) at end of year2017-12-31$15,320
Employer contributions (assets) at beginning of year2017-12-31$11,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$107,518
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CUOMO, WINTERS & SCHMIDT, CPAS,PLLC
Accountancy firm EIN2017-12-31473999292
2016 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$176,675
Total unrealized appreciation/depreciation of assets2016-12-31$176,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,372
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$36,879
Total income from all sources (including contributions)2016-12-31$608,533
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$149,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$130,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$352,639
Value of total assets at end of year2016-12-31$3,223,321
Value of total assets at beginning of year2016-12-31$2,773,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,963
Total interest from all sources2016-12-31$8,697
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$62,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$62,081
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$150,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$243,417
Participant contributions at end of year2016-12-31$78,512
Participant contributions at beginning of year2016-12-31$69,453
Participant contributions at end of year2016-12-31$3,936
Participant contributions at beginning of year2016-12-31$2,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$28,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$36,879
Other income not declared elsewhere2016-12-31$1,197
Administrative expenses (other) incurred2016-12-31$18,963
Total non interest bearing cash at end of year2016-12-31$28,373
Total non interest bearing cash at beginning of year2016-12-31$37,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$458,799
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,194,949
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,736,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,775,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,321,096
Interest on participant loans2016-12-31$3,205
Interest earned on other investments2016-12-31$5,492
Value of interest in common/collective trusts at end of year2016-12-31$307,994
Value of interest in common/collective trusts at beginning of year2016-12-31$288,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$17,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,717
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$109,222
Employer contributions (assets) at end of year2016-12-31$11,144
Employer contributions (assets) at beginning of year2016-12-31$37,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$130,057
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CUOMO, WINTERS & SCHMIDT, CPAS,PLLC
Accountancy firm EIN2016-12-31473999292
2015 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-79,156
Total unrealized appreciation/depreciation of assets2015-12-31$-79,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$36,879
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,409
Total income from all sources (including contributions)2015-12-31$177,457
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$61,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$47,867
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$192,598
Value of total assets at end of year2015-12-31$2,773,029
Value of total assets at beginning of year2015-12-31$2,636,819
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$13,850
Total interest from all sources2015-12-31$8,638
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$89,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$89,681
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$262,041
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$155,375
Participant contributions at end of year2015-12-31$69,453
Participant contributions at beginning of year2015-12-31$59,715
Participant contributions at end of year2015-12-31$2,988
Participant contributions at beginning of year2015-12-31$1,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$36,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,409
Other income not declared elsewhere2015-12-31$1,093
Administrative expenses (other) incurred2015-12-31$13,850
Total non interest bearing cash at end of year2015-12-31$37,482
Total non interest bearing cash at beginning of year2015-12-31$16,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$115,740
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,736,150
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,620,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,321,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,202,611
Interest on participant loans2015-12-31$3,038
Interest earned on other investments2015-12-31$5,600
Value of interest in common/collective trusts at end of year2015-12-31$288,070
Value of interest in common/collective trusts at beginning of year2015-12-31$310,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$15,624
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$714
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-35,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$37,223
Employer contributions (assets) at end of year2015-12-31$37,223
Employer contributions (assets) at beginning of year2015-12-31$30,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$47,153
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SIRCHIA & CUOMO, LLP
Accountancy firm EIN2015-12-31161551912
2014 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$99,711
Total unrealized appreciation/depreciation of assets2014-12-31$99,711
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,237
Total income from all sources (including contributions)2014-12-31$341,307
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$110,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$98,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$154,585
Value of total assets at end of year2014-12-31$2,636,819
Value of total assets at beginning of year2014-12-31$2,402,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,016
Total interest from all sources2014-12-31$8,791
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$64,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$64,548
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$238,924
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$123,975
Participant contributions at end of year2014-12-31$59,715
Participant contributions at beginning of year2014-12-31$39,325
Participant contributions at end of year2014-12-31$1,684
Participant contributions at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,409
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$13,237
Other income not declared elsewhere2014-12-31$1,020
Administrative expenses (other) incurred2014-12-31$12,016
Total non interest bearing cash at end of year2014-12-31$16,409
Total non interest bearing cash at beginning of year2014-12-31$13,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$231,173
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,620,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,389,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,202,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,892,565
Interest on participant loans2014-12-31$2,632
Interest earned on other investments2014-12-31$6,159
Value of interest in common/collective trusts at end of year2014-12-31$310,166
Value of interest in common/collective trusts at beginning of year2014-12-31$418,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$15,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$14,605
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$12,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$30,610
Employer contributions (assets) at end of year2014-12-31$30,610
Employer contributions (assets) at beginning of year2014-12-31$24,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$97,345
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SIRCHIA & CUOMO, LLP
Accountancy firm EIN2014-12-31161551912
2013 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$340,258
Total unrealized appreciation/depreciation of assets2013-12-31$340,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,237
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,937
Total income from all sources (including contributions)2013-12-31$518,275
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$34,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$126,165
Value of total assets at end of year2013-12-31$2,402,474
Value of total assets at beginning of year2013-12-31$1,917,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,933
Total interest from all sources2013-12-31$9,274
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$38,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$38,323
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$150,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$101,938
Participant contributions at end of year2013-12-31$39,325
Participant contributions at beginning of year2013-12-31$56,979
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$13,237
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$11,937
Other income not declared elsewhere2013-12-31$996
Administrative expenses (other) incurred2013-12-31$10,933
Total non interest bearing cash at end of year2013-12-31$13,297
Total non interest bearing cash at beginning of year2013-12-31$12,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$484,053
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,389,237
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,905,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,892,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,413,088
Interest on participant loans2013-12-31$2,211
Interest earned on other investments2013-12-31$7,063
Value of interest in common/collective trusts at end of year2013-12-31$418,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$400,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$400,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$14,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$13,609
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$654
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,227
Employer contributions (assets) at end of year2013-12-31$24,227
Employer contributions (assets) at beginning of year2013-12-31$20,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$22,635
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SIRCHIA & CUOMO, LLP
Accountancy firm EIN2013-12-31161551912
2012 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$137,220
Total unrealized appreciation/depreciation of assets2012-12-31$137,220
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$13,510
Total income from all sources (including contributions)2012-12-31$326,616
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$131,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$121,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$116,202
Value of total assets at end of year2012-12-31$1,917,121
Value of total assets at beginning of year2012-12-31$1,724,062
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,657
Total interest from all sources2012-12-31$12,020
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$38,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$38,983
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$93,069
Participant contributions at end of year2012-12-31$56,979
Participant contributions at beginning of year2012-12-31$40,147
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$1,850
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,774
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$11,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,510
Other income not declared elsewhere2012-12-31$12,343
Administrative expenses (other) incurred2012-12-31$10,657
Total non interest bearing cash at end of year2012-12-31$12,715
Total non interest bearing cash at beginning of year2012-12-31$11,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$194,632
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,905,184
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,710,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,413,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,216,820
Interest on participant loans2012-12-31$2,156
Interest earned on other investments2012-12-31$9,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$400,371
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$413,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$413,755
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$13,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$15,573
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$20,359
Employer contributions (assets) at end of year2012-12-31$20,359
Employer contributions (assets) at beginning of year2012-12-31$24,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$120,419
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SIRCHIA & CUOMO, LLP
Accountancy firm EIN2012-12-31161551912
2011 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-51,108
Total unrealized appreciation/depreciation of assets2011-12-31$-51,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,510
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$9,498
Total income from all sources (including contributions)2011-12-31$157,501
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$140,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$130,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$143,012
Value of total assets at end of year2011-12-31$1,724,062
Value of total assets at beginning of year2011-12-31$1,702,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$9,528
Total interest from all sources2011-12-31$13,686
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$27,078
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$27,078
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$150,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$118,755
Participant contributions at end of year2011-12-31$40,147
Participant contributions at beginning of year2011-12-31$38,859
Participant contributions at end of year2011-12-31$1,850
Participant contributions at beginning of year2011-12-31$1,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,510
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$9,498
Other income not declared elsewhere2011-12-31$2,198
Administrative expenses (other) incurred2011-12-31$9,528
Total non interest bearing cash at end of year2011-12-31$11,367
Total non interest bearing cash at beginning of year2011-12-31$9,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,052
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,710,552
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,693,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,216,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,195,522
Interest on participant loans2011-12-31$1,678
Interest earned on other investments2011-12-31$12,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$413,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$424,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$424,227
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$15,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$13,375
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$22,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$24,257
Employer contributions (assets) at end of year2011-12-31$24,257
Employer contributions (assets) at beginning of year2011-12-31$20,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$130,143
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SIRCHIA & CUOMO, LLP
Accountancy firm EIN2011-12-31161551912
2010 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,325
Total income from all sources (including contributions)2010-12-31$290,419
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$86,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$77,324
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$120,195
Value of total assets at end of year2010-12-31$1,702,998
Value of total assets at beginning of year2010-12-31$1,499,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,983
Total interest from all sources2010-12-31$15,988
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$150,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$89,878
Participant contributions at end of year2010-12-31$38,859
Participant contributions at beginning of year2010-12-31$56,847
Participant contributions at end of year2010-12-31$1,512
Participant contributions at beginning of year2010-12-31$4,977
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,312
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$10,325
Administrative expenses (other) incurred2010-12-31$8,983
Total non interest bearing cash at end of year2010-12-31$9,498
Total non interest bearing cash at beginning of year2010-12-31$8,106
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$204,112
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,693,500
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,489,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,195,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$941,562
Interest on participant loans2010-12-31$2,848
Interest earned on other investments2010-12-31$13,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$424,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$453,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$453,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$13,111
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$154,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,005
Employer contributions (assets) at end of year2010-12-31$20,005
Employer contributions (assets) at beginning of year2010-12-31$22,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$76,475
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SIRCHIA & CUOMO, LLP
Accountancy firm EIN2010-12-31161551912
2009 : MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN

2023: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCINTOSH BOX & PALLET CO., INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
Insurance contract or identification numberINDIVIDUAL POLI
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract numberINDIVIDUAL POLI
Policy instance 1

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