KEYSTONE FOLDING BOX CO. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN
Measure | Date | Value |
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2023: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 74 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 46 |
Total of all active and inactive participants | 2023-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 6 |
Total participants | 2023-01-01 | 145 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 4 |
2022: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 6,464,759 |
Acturial value of plan assets | 2022-12-31 | 6,464,759 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,479,420 |
Number of terminated vested participants | 2022-12-31 | 39 |
Fundng target for terminated vested participants | 2022-12-31 | 850,674 |
Active participant vested funding target | 2022-12-31 | 3,247,448 |
Number of active participants | 2022-12-31 | 73 |
Total funding liabilities for active participants | 2022-12-31 | 3,285,582 |
Total participant count | 2022-12-31 | 136 |
Total funding target for all participants | 2022-12-31 | 6,615,676 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 44,439 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 7,869 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 36,570 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 36,420 |
Total employer contributions | 2022-12-31 | 284,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 269,295 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 275,614 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 187,337 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 285,857 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 16,562 |
Additional cash requirement | 2022-12-31 | 269,295 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 269,295 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-05-28 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-28 | 74 |
Number of retired or separated participants receiving benefits | 2022-05-28 | 19 |
Number of other retired or separated participants entitled to future benefits | 2022-05-28 | 36 |
Total of all active and inactive participants | 2022-05-28 | 129 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-05-28 | 7 |
Total participants | 2022-05-28 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-05-28 | 4 |
Market value of plan assets | 2022-05-27 | 6,641,365 |
Acturial value of plan assets | 2022-05-27 | 6,641,365 |
Funding target for retired participants and beneficiaries receiving payment | 2022-05-27 | 2,762,749 |
Number of terminated vested participants | 2022-05-27 | 33 |
Fundng target for terminated vested participants | 2022-05-27 | 632,996 |
Active participant vested funding target | 2022-05-27 | 3,327,663 |
Number of active participants | 2022-05-27 | 78 |
Total funding liabilities for active participants | 2022-05-27 | 3,370,637 |
Total participant count | 2022-05-27 | 138 |
Total funding target for all participants | 2022-05-27 | 6,766,382 |
Balance at beginning of prior year after applicable adjustments | 2022-05-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-05-27 | 32,455 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-05-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-05-27 | 0 |
Amount remaining of carryover balance | 2022-05-27 | 0 |
Amount remaining of prefunding balance | 2022-05-27 | 32,455 |
Present value of excess contributions | 2022-05-27 | 5,568 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-27 | 5,869 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-05-27 | 5,869 |
Reductions in caryover balances due to elections or deemed elections | 2022-05-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-05-27 | 0 |
Balance of carryovers at beginning of current year | 2022-05-27 | 0 |
Balance of prefunding at beginning of current year | 2022-05-27 | 44,439 |
Total employer contributions | 2022-05-27 | 360,000 |
Total employee contributions | 2022-05-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-05-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-05-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-27 | 343,387 |
Unpaid minimum required contributions for all prior years | 2022-05-27 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-05-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-05-27 | 0 |
Minimum required contributions for current year target normal cost | 2022-05-27 | 232,553 |
Net shortfall amortization installment of oustanding balance | 2022-05-27 | 169,456 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-05-27 | 351,256 |
Carryover balance elected to use to offset funding requirement | 2022-05-27 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-05-27 | 7,869 |
Additional cash requirement | 2022-05-27 | 343,387 |
Contributions allocatedtoward minimum required contributions for current year | 2022-05-27 | 343,387 |
Unpaid minimum required contributions for current year | 2022-05-27 | 0 |
Unpaid minimum required contributions for all years | 2022-05-27 | 0 |
2021: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-28 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-28 | 69 |
Number of retired or separated participants receiving benefits | 2021-05-28 | 18 |
Number of other retired or separated participants entitled to future benefits | 2021-05-28 | 39 |
Total of all active and inactive participants | 2021-05-28 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-05-28 | 6 |
Total participants | 2021-05-28 | 132 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-05-28 | 0 |
Market value of plan assets | 2021-05-27 | 5,554,868 |
Acturial value of plan assets | 2021-05-27 | 5,554,868 |
Funding target for retired participants and beneficiaries receiving payment | 2021-05-27 | 2,784,625 |
Number of terminated vested participants | 2021-05-27 | 33 |
Fundng target for terminated vested participants | 2021-05-27 | 588,878 |
Active participant vested funding target | 2021-05-27 | 2,817,898 |
Number of active participants | 2021-05-27 | 75 |
Total funding liabilities for active participants | 2021-05-27 | 2,856,638 |
Total participant count | 2021-05-27 | 140 |
Total funding target for all participants | 2021-05-27 | 6,230,141 |
Balance at beginning of prior year after applicable adjustments | 2021-05-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-05-27 | 25,065 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-05-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-05-27 | 0 |
Amount remaining of carryover balance | 2021-05-27 | 0 |
Amount remaining of prefunding balance | 2021-05-27 | 25,065 |
Present value of excess contributions | 2021-05-27 | 4,873 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-05-27 | 5,142 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-05-27 | 5,142 |
Reductions in caryover balances due to elections or deemed elections | 2021-05-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-05-27 | 0 |
Balance of carryovers at beginning of current year | 2021-05-27 | 0 |
Balance of prefunding at beginning of current year | 2021-05-27 | 32,455 |
Total employer contributions | 2021-05-27 | 390,000 |
Total employee contributions | 2021-05-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-05-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-05-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-05-27 | 372,403 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-05-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-05-27 | 0 |
Minimum required contributions for current year target normal cost | 2021-05-27 | 190,590 |
Net shortfall amortization installment of oustanding balance | 2021-05-27 | 707,730 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-05-27 | 366,835 |
Additional cash requirement | 2021-05-27 | 366,835 |
Contributions allocatedtoward minimum required contributions for current year | 2021-05-27 | 372,403 |
Unpaid minimum required contributions for current year | 2021-05-27 | 0 |
Unpaid minimum required contributions for all years | 2021-05-27 | 0 |
2020: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-28 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-28 | 77 |
Number of retired or separated participants receiving benefits | 2020-05-28 | 27 |
Number of other retired or separated participants entitled to future benefits | 2020-05-28 | 33 |
Total of all active and inactive participants | 2020-05-28 | 137 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-05-28 | 6 |
Total participants | 2020-05-28 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-05-28 | 0 |
Market value of plan assets | 2020-05-27 | 5,429,425 |
Acturial value of plan assets | 2020-05-27 | 5,429,425 |
Funding target for retired participants and beneficiaries receiving payment | 2020-05-27 | 2,785,405 |
Number of terminated vested participants | 2020-05-27 | 33 |
Fundng target for terminated vested participants | 2020-05-27 | 692,127 |
Active participant vested funding target | 2020-05-27 | 2,677,992 |
Number of active participants | 2020-05-27 | 76 |
Total funding liabilities for active participants | 2020-05-27 | 2,714,764 |
Total participant count | 2020-05-27 | 140 |
Total funding target for all participants | 2020-05-27 | 6,192,296 |
Balance at beginning of prior year after applicable adjustments | 2020-05-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-27 | 27,627 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-05-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-05-27 | 3,719 |
Amount remaining of carryover balance | 2020-05-27 | 0 |
Amount remaining of prefunding balance | 2020-05-27 | 23,908 |
Present value of excess contributions | 2020-05-27 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-27 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-27 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-05-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-05-27 | 0 |
Balance of carryovers at beginning of current year | 2020-05-27 | 0 |
Balance of prefunding at beginning of current year | 2020-05-27 | 25,065 |
Total employer contributions | 2020-05-27 | 335,000 |
Total employee contributions | 2020-05-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-05-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-05-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-27 | 318,582 |
Unpaid minimum required contributions for all prior years | 2020-05-27 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-05-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-05-27 | 0 |
Minimum required contributions for current year target normal cost | 2020-05-27 | 154,646 |
Net shortfall amortization installment of oustanding balance | 2020-05-27 | 787,936 |
Waiver amortization installment | 2020-05-27 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-05-27 | 313,709 |
Carryover balance elected to use to offset funding requirement | 2020-05-27 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-05-27 | 0 |
Additional cash requirement | 2020-05-27 | 313,709 |
Contributions allocatedtoward minimum required contributions for current year | 2020-05-27 | 318,582 |
Unpaid minimum required contributions for current year | 2020-05-27 | 0 |
Unpaid minimum required contributions for all years | 2020-05-27 | 0 |
2019: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-28 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-28 | 74 |
Number of retired or separated participants receiving benefits | 2019-05-28 | 26 |
Number of other retired or separated participants entitled to future benefits | 2019-05-28 | 33 |
Total of all active and inactive participants | 2019-05-28 | 133 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-05-28 | 6 |
Total participants | 2019-05-28 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-05-28 | 3 |
Market value of plan assets | 2019-05-27 | 5,363,358 |
Acturial value of plan assets | 2019-05-27 | 5,363,358 |
Funding target for retired participants and beneficiaries receiving payment | 2019-05-27 | 1,873,854 |
Number of terminated vested participants | 2019-05-27 | 32 |
Fundng target for terminated vested participants | 2019-05-27 | 607,603 |
Active participant vested funding target | 2019-05-27 | 3,373,792 |
Number of active participants | 2019-05-27 | 75 |
Total funding liabilities for active participants | 2019-05-27 | 3,407,964 |
Total participant count | 2019-05-27 | 137 |
Total funding target for all participants | 2019-05-27 | 5,889,421 |
Balance at beginning of prior year after applicable adjustments | 2019-05-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-05-27 | 17,323 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-05-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-05-27 | 0 |
Amount remaining of carryover balance | 2019-05-27 | 0 |
Amount remaining of prefunding balance | 2019-05-27 | 17,323 |
Present value of excess contributions | 2019-05-27 | 8,377 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-05-27 | 8,868 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-05-27 | 8,868 |
Reductions in caryover balances due to elections or deemed elections | 2019-05-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-05-27 | 0 |
Balance of carryovers at beginning of current year | 2019-05-27 | 0 |
Balance of prefunding at beginning of current year | 2019-05-27 | 27,627 |
Total employer contributions | 2019-05-27 | 289,000 |
Total employee contributions | 2019-05-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-05-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-05-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-05-27 | 267,270 |
Unpaid minimum required contributions for all prior years | 2019-05-27 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-05-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-05-27 | 0 |
Minimum required contributions for current year target normal cost | 2019-05-27 | 143,743 |
Net shortfall amortization installment of oustanding balance | 2019-05-27 | 553,690 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-05-27 | 270,989 |
Carryover balance elected to use to offset funding requirement | 2019-05-27 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-05-27 | 3,719 |
Additional cash requirement | 2019-05-27 | 267,270 |
Contributions allocatedtoward minimum required contributions for current year | 2019-05-27 | 267,270 |
Unpaid minimum required contributions for current year | 2019-05-27 | 0 |
Unpaid minimum required contributions for all years | 2019-05-27 | 0 |
2018: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-05-28 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-05-28 | 74 |
Number of retired or separated participants receiving benefits | 2018-05-28 | 25 |
Number of other retired or separated participants entitled to future benefits | 2018-05-28 | 33 |
Total of all active and inactive participants | 2018-05-28 | 132 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-28 | 6 |
Total participants | 2018-05-28 | 138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-05-28 | 0 |
Market value of plan assets | 2018-05-27 | 5,172,262 |
Acturial value of plan assets | 2018-05-27 | 5,172,262 |
Funding target for retired participants and beneficiaries receiving payment | 2018-05-27 | 1,819,728 |
Number of terminated vested participants | 2018-05-27 | 35 |
Fundng target for terminated vested participants | 2018-05-27 | 875,877 |
Active participant vested funding target | 2018-05-27 | 2,882,798 |
Number of active participants | 2018-05-27 | 76 |
Total funding liabilities for active participants | 2018-05-27 | 2,918,887 |
Total participant count | 2018-05-27 | 142 |
Total funding target for all participants | 2018-05-27 | 5,614,492 |
Balance at beginning of prior year after applicable adjustments | 2018-05-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-05-27 | 207,770 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-05-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-05-27 | 192,059 |
Amount remaining of carryover balance | 2018-05-27 | 0 |
Amount remaining of prefunding balance | 2018-05-27 | 15,711 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-05-27 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-05-27 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-05-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-05-27 | 0 |
Balance of carryovers at beginning of current year | 2018-05-27 | 0 |
Balance of prefunding at beginning of current year | 2018-05-27 | 17,323 |
Total employer contributions | 2018-05-27 | 280,000 |
Total employee contributions | 2018-05-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-05-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-05-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-05-27 | 265,201 |
Unpaid minimum required contributions for all prior years | 2018-05-27 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-05-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-05-27 | 0 |
Minimum required contributions for current year target normal cost | 2018-05-27 | 139,576 |
Net shortfall amortization installment of oustanding balance | 2018-05-27 | 459,552 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-05-27 | 256,824 |
Additional cash requirement | 2018-05-27 | 256,824 |
Contributions allocatedtoward minimum required contributions for current year | 2018-05-27 | 265,201 |
Unpaid minimum required contributions for current year | 2018-05-27 | 0 |
Unpaid minimum required contributions for all years | 2018-05-27 | 0 |
2017: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-05-28 | 142 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-28 | 75 |
Number of retired or separated participants receiving benefits | 2017-05-28 | 24 |
Number of other retired or separated participants entitled to future benefits | 2017-05-28 | 32 |
Total of all active and inactive participants | 2017-05-28 | 131 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-28 | 6 |
Total participants | 2017-05-28 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-28 | 2 |
Market value of plan assets | 2017-05-27 | 5,069,376 |
Acturial value of plan assets | 2017-05-27 | 5,069,376 |
Funding target for retired participants and beneficiaries receiving payment | 2017-05-27 | 1,035,134 |
Number of terminated vested participants | 2017-05-27 | 30 |
Fundng target for terminated vested participants | 2017-05-27 | 694,849 |
Active participant vested funding target | 2017-05-27 | 3,689,066 |
Number of active participants | 2017-05-27 | 77 |
Total funding liabilities for active participants | 2017-05-27 | 3,734,146 |
Total participant count | 2017-05-27 | 139 |
Total funding target for all participants | 2017-05-27 | 5,464,129 |
Balance at beginning of prior year after applicable adjustments | 2017-05-27 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-05-27 | 114,381 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-05-27 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-05-27 | 0 |
Amount remaining of carryover balance | 2017-05-27 | 0 |
Amount remaining of prefunding balance | 2017-05-27 | 114,381 |
Present value of excess contributions | 2017-05-27 | 87,317 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-05-27 | 92,748 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-05-27 | 92,748 |
Reductions in caryover balances due to elections or deemed elections | 2017-05-27 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-05-27 | 0 |
Balance of carryovers at beginning of current year | 2017-05-27 | 0 |
Balance of prefunding at beginning of current year | 2017-05-27 | 207,770 |
Total employer contributions | 2017-05-27 | 36,000 |
Total employee contributions | 2017-05-27 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-05-27 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-05-27 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-05-27 | 33,907 |
Unpaid minimum required contributions for all prior years | 2017-05-27 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-05-27 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-05-27 | 0 |
Minimum required contributions for current year target normal cost | 2017-05-27 | 128,983 |
Net shortfall amortization installment of oustanding balance | 2017-05-27 | 602,523 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-05-27 | 225,966 |
Carryover balance elected to use to offset funding requirement | 2017-05-27 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-05-27 | 192,059 |
Additional cash requirement | 2017-05-27 | 33,907 |
Contributions allocatedtoward minimum required contributions for current year | 2017-05-27 | 33,907 |
Unpaid minimum required contributions for current year | 2017-05-27 | 0 |
Unpaid minimum required contributions for all years | 2017-05-27 | 0 |
2016: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-05-28 | 139 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-28 | 73 |
Number of retired or separated participants receiving benefits | 2016-05-28 | 22 |
Number of other retired or separated participants entitled to future benefits | 2016-05-28 | 35 |
Total of all active and inactive participants | 2016-05-28 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-28 | 9 |
Total participants | 2016-05-28 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-05-28 | 2 |
2015: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-05-28 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-28 | 74 |
Number of retired or separated participants receiving benefits | 2015-05-28 | 24 |
Number of other retired or separated participants entitled to future benefits | 2015-05-28 | 30 |
Total of all active and inactive participants | 2015-05-28 | 128 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-28 | 9 |
Total participants | 2015-05-28 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-28 | 0 |
2014: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-05-28 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-28 | 76 |
Number of retired or separated participants receiving benefits | 2014-05-28 | 24 |
Number of other retired or separated participants entitled to future benefits | 2014-05-28 | 27 |
Total of all active and inactive participants | 2014-05-28 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-28 | 9 |
Total participants | 2014-05-28 | 136 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-28 | 0 |
2013: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-05-28 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-28 | 77 |
Number of retired or separated participants receiving benefits | 2013-05-28 | 23 |
Number of other retired or separated participants entitled to future benefits | 2013-05-28 | 26 |
Total of all active and inactive participants | 2013-05-28 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-28 | 11 |
Total participants | 2013-05-28 | 137 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-28 | 0 |
2012: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-05-28 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-28 | 71 |
Number of retired or separated participants receiving benefits | 2012-05-28 | 23 |
Number of other retired or separated participants entitled to future benefits | 2012-05-28 | 25 |
Total of all active and inactive participants | 2012-05-28 | 119 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-28 | 11 |
Total participants | 2012-05-28 | 130 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-28 | 0 |
2011: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-05-28 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-28 | 74 |
Number of retired or separated participants receiving benefits | 2011-05-28 | 35 |
Number of other retired or separated participants entitled to future benefits | 2011-05-28 | 16 |
Total of all active and inactive participants | 2011-05-28 | 125 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-28 | 0 |
Total participants | 2011-05-28 | 125 |
2009: KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-05-28 | 127 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-05-28 | 66 |
Number of retired or separated participants receiving benefits | 2009-05-28 | 32 |
Number of other retired or separated participants entitled to future benefits | 2009-05-28 | 15 |
Total of all active and inactive participants | 2009-05-28 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-05-28 | 10 |
Total participants | 2009-05-28 | 123 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-05-28 | 0 |
Measure | Date | Value |
---|
2023 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2023 401k financial data |
---|
Total income from all sources (including contributions) | 2023-12-31 | $1,057,049 |
Total of all expenses incurred | 2023-12-31 | $327,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $285,624 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $481,000 |
Value of total assets at end of year | 2023-12-31 | $7,006,209 |
Value of total assets at beginning of year | 2023-12-31 | $6,276,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $41,467 |
Total interest from all sources | 2023-12-31 | $77,734 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $160,912 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Total non interest bearing cash at end of year | 2023-12-31 | $32,004 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $38,679 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $729,958 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,006,209 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $6,276,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $41,467 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $4,390,711 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,215,318 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $868,594 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $296,740 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $296,740 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $77,734 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $641,582 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $684,343 |
Asset value of US Government securities at beginning of year | 2023-12-31 | $962,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $337,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $481,000 |
Employer contributions (assets) at end of year | 2023-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $284,000 |
Income. Dividends from common stock | 2023-12-31 | $160,912 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $285,624 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $1,073,318 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $795,061 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | NISIVOCCIA LLP |
Accountancy firm EIN | 2023-12-31 | 221914888 |
2022 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2022 401k financial data |
---|
Total income from all sources (including contributions) | 2022-12-31 | $150,416 |
Total of all expenses incurred | 2022-12-31 | $338,924 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $319,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $284,000 |
Value of total assets at end of year | 2022-12-31 | $6,276,251 |
Value of total assets at beginning of year | 2022-12-31 | $6,464,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,257 |
Total interest from all sources | 2022-12-31 | $276,416 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Total non interest bearing cash at end of year | 2022-12-31 | $38,679 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $21,062 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-188,508 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,276,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,464,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,257 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,215,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,643,158 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $296,740 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,305,993 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,305,993 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $276,416 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $684,343 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $717,129 |
Asset value of US Government securities at end of year | 2022-12-31 | $962,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-410,000 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $284,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $284,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $319,667 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $795,061 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $777,417 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | NISIVOCCIA LLP |
Accountancy firm EIN | 2022-12-31 | 221914888 |
Total income from all sources (including contributions) | 2022-05-27 | $333,263 |
Total of all expenses incurred | 2022-05-27 | $509,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-05-27 | $468,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-05-27 | $360,000 |
Value of total assets at end of year | 2022-05-27 | $6,464,759 |
Value of total assets at beginning of year | 2022-05-27 | $6,641,365 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-05-27 | $41,180 |
Total interest from all sources | 2022-05-27 | $339,219 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-27 | No |
Was this plan covered by a fidelity bond | 2022-05-27 | Yes |
Value of fidelity bond cover | 2022-05-27 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-05-27 | No |
Total non interest bearing cash at end of year | 2022-05-27 | $21,062 |
Total non interest bearing cash at beginning of year | 2022-05-27 | $31,399 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-27 | No |
Value of net income/loss | 2022-05-27 | $-176,606 |
Value of net assets at end of year (total assets less liabilities) | 2022-05-27 | $6,464,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-05-27 | $6,641,365 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-05-27 | No |
Investment advisory and management fees | 2022-05-27 | $41,180 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-05-27 | $3,643,158 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-05-27 | $5,168,858 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-05-27 | $1,305,993 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-05-27 | $554,238 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-05-27 | $554,238 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-05-27 | $339,219 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-05-27 | $717,129 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-05-27 | $779,842 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-05-27 | $-365,956 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-05-27 | No |
Contributions received in cash from employer | 2022-05-27 | $360,000 |
Employer contributions (assets) at end of year | 2022-05-27 | $0 |
Employer contributions (assets) at beginning of year | 2022-05-27 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-05-27 | $468,689 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-05-27 | $777,417 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-05-27 | $107,028 |
Did the plan have assets held for investment | 2022-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2022-05-27 | Unqualified |
Accountancy firm name | 2022-05-27 | NISIVOCCIA LLP |
Accountancy firm EIN | 2022-05-27 | 221914888 |
2021 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2021 401k financial data |
---|
Total income from all sources (including contributions) | 2021-05-27 | $1,439,873 |
Total of all expenses incurred | 2021-05-27 | $353,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-05-27 | $317,424 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-05-27 | $390,000 |
Value of total assets at end of year | 2021-05-27 | $6,641,365 |
Value of total assets at beginning of year | 2021-05-27 | $5,554,868 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-05-27 | $35,952 |
Total interest from all sources | 2021-05-27 | $87,557 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-05-27 | $185,237 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-05-27 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-05-27 | $185,237 |
Was this plan covered by a fidelity bond | 2021-05-27 | Yes |
Value of fidelity bond cover | 2021-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-05-27 | No |
Total non interest bearing cash at end of year | 2021-05-27 | $31,399 |
Total non interest bearing cash at beginning of year | 2021-05-27 | $58,020 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-27 | No |
Value of net income/loss | 2021-05-27 | $1,086,497 |
Value of net assets at end of year (total assets less liabilities) | 2021-05-27 | $6,641,365 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-05-27 | $5,554,868 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-05-27 | No |
Investment advisory and management fees | 2021-05-27 | $32,432 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-05-27 | $5,168,858 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-05-27 | $4,222,504 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-05-27 | $554,238 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-05-27 | $353,177 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-05-27 | $353,177 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-05-27 | $87,557 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-05-27 | $779,842 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-05-27 | $823,418 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-05-27 | $777,079 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-05-27 | No |
Contributions received in cash from employer | 2021-05-27 | $390,000 |
Employer contributions (assets) at end of year | 2021-05-27 | $0 |
Employer contributions (assets) at beginning of year | 2021-05-27 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-05-27 | $317,424 |
Contract administrator fees | 2021-05-27 | $3,520 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-05-27 | $107,028 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-05-27 | $97,749 |
Did the plan have assets held for investment | 2021-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2021-05-27 | Unqualified |
Accountancy firm name | 2021-05-27 | JVA ACCOUNTANTS & ADVISORS, LLC |
Accountancy firm EIN | 2021-05-27 | 272628827 |
2020 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-05-27 | $205,283 |
Total unrealized appreciation/depreciation of assets | 2020-05-27 | $205,283 |
Total income from all sources (including contributions) | 2020-05-27 | $806,576 |
Total of all expenses incurred | 2020-05-27 | $684,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-05-27 | $652,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-05-27 | $335,000 |
Value of total assets at end of year | 2020-05-27 | $5,554,868 |
Value of total assets at beginning of year | 2020-05-27 | $5,432,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-05-27 | $31,345 |
Total interest from all sources | 2020-05-27 | $90,169 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-05-27 | $176,124 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-05-27 | No |
Was this plan covered by a fidelity bond | 2020-05-27 | Yes |
Value of fidelity bond cover | 2020-05-27 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-05-27 | No |
Other income not declared elsewhere | 2020-05-27 | $0 |
Total non interest bearing cash at end of year | 2020-05-27 | $58,020 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-27 | No |
Value of net income/loss | 2020-05-27 | $122,400 |
Value of net assets at end of year (total assets less liabilities) | 2020-05-27 | $5,554,868 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-05-27 | $5,432,468 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-05-27 | No |
Investment advisory and management fees | 2020-05-27 | $27,609 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-05-27 | $4,222,504 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-05-27 | $4,085,495 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-05-27 | $353,177 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-05-27 | $155,611 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-05-27 | $155,611 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-05-27 | $90,169 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-05-27 | $823,418 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-05-27 | $878,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-05-27 | No |
Contributions received in cash from employer | 2020-05-27 | $335,000 |
Employer contributions (assets) at end of year | 2020-05-27 | $0 |
Employer contributions (assets) at beginning of year | 2020-05-27 | $239,000 |
Income. Dividends from common stock | 2020-05-27 | $176,124 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-05-27 | $652,831 |
Contract administrator fees | 2020-05-27 | $3,736 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-05-27 | $97,749 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-05-27 | $73,998 |
Did the plan have assets held for investment | 2020-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2020-05-27 | Unqualified |
Accountancy firm name | 2020-05-27 | JVA ACCOUNTANTS & ADVISORS, LLC |
Accountancy firm EIN | 2020-05-27 | 272628827 |
2019 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-05-27 | $-43,789 |
Total unrealized appreciation/depreciation of assets | 2019-05-27 | $-43,789 |
Total income from all sources (including contributions) | 2019-05-27 | $544,133 |
Total of all expenses incurred | 2019-05-27 | $475,023 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-05-27 | $444,709 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-05-27 | $289,000 |
Value of total assets at end of year | 2019-05-27 | $5,432,468 |
Value of total assets at beginning of year | 2019-05-27 | $5,363,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-05-27 | $30,314 |
Total interest from all sources | 2019-05-27 | $90,005 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-05-27 | $208,917 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-05-27 | No |
Was this plan covered by a fidelity bond | 2019-05-27 | Yes |
Value of fidelity bond cover | 2019-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-27 | No |
Value of net income/loss | 2019-05-27 | $69,110 |
Value of net assets at end of year (total assets less liabilities) | 2019-05-27 | $5,432,468 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-05-27 | $5,363,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-05-27 | No |
Investment advisory and management fees | 2019-05-27 | $26,374 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-05-27 | $4,085,495 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-05-27 | $4,059,423 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-05-27 | $155,611 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-05-27 | $299,868 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-05-27 | $299,868 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-05-27 | $90,005 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-05-27 | $878,364 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-05-27 | $930,207 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-05-27 | No |
Contributions received in cash from employer | 2019-05-27 | $289,000 |
Employer contributions (assets) at end of year | 2019-05-27 | $239,000 |
Income. Dividends from common stock | 2019-05-27 | $208,917 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-05-27 | $444,709 |
Contract administrator fees | 2019-05-27 | $3,940 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-05-27 | $73,998 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-05-27 | $73,860 |
Did the plan have assets held for investment | 2019-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2019-05-27 | Unqualified |
Accountancy firm name | 2019-05-27 | J. VELOCCI, CPA LLC |
Accountancy firm EIN | 2019-05-27 | 272628827 |
2018 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-05-27 | $120,435 |
Total unrealized appreciation/depreciation of assets | 2018-05-27 | $120,435 |
Total income from all sources (including contributions) | 2018-05-27 | $699,490 |
Total of all expenses incurred | 2018-05-27 | $508,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-05-27 | $477,421 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-05-27 | $280,000 |
Value of total assets at end of year | 2018-05-27 | $5,363,358 |
Value of total assets at beginning of year | 2018-05-27 | $5,172,262 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-05-27 | $30,973 |
Total interest from all sources | 2018-05-27 | $93,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-05-27 | $205,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-05-27 | No |
Was this plan covered by a fidelity bond | 2018-05-27 | Yes |
Value of fidelity bond cover | 2018-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-27 | No |
Value of net income/loss | 2018-05-27 | $191,096 |
Value of net assets at end of year (total assets less liabilities) | 2018-05-27 | $5,363,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-05-27 | $5,172,262 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-05-27 | No |
Investment advisory and management fees | 2018-05-27 | $26,803 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-05-27 | $4,059,423 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-05-27 | $3,882,352 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-05-27 | $299,868 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-05-27 | $225,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-05-27 | $225,161 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-05-27 | $93,452 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-05-27 | $930,207 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-05-27 | $992,377 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-05-27 | No |
Contributions received in cash from employer | 2018-05-27 | $280,000 |
Income. Dividends from common stock | 2018-05-27 | $205,603 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-05-27 | $477,421 |
Contract administrator fees | 2018-05-27 | $4,170 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-05-27 | $73,860 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-05-27 | $72,372 |
Did the plan have assets held for investment | 2018-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2018-05-27 | Unqualified |
Accountancy firm name | 2018-05-27 | J. VELOCCI, CPA LLC |
Accountancy firm EIN | 2018-05-27 | 272628827 |
2017 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-05-27 | $286,417 |
Total unrealized appreciation/depreciation of assets | 2017-05-27 | $286,417 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-05-27 | $23,971 |
Total income from all sources (including contributions) | 2017-05-27 | $535,628 |
Total of all expenses incurred | 2017-05-27 | $432,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-05-27 | $401,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-05-27 | $36,000 |
Value of total assets at end of year | 2017-05-27 | $5,172,262 |
Value of total assets at beginning of year | 2017-05-27 | $5,093,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-05-27 | $30,811 |
Total interest from all sources | 2017-05-27 | $88,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-05-27 | $125,058 |
Was this plan covered by a fidelity bond | 2017-05-27 | Yes |
Value of fidelity bond cover | 2017-05-27 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-27 | No |
Value of net income/loss | 2017-05-27 | $102,886 |
Value of net assets at end of year (total assets less liabilities) | 2017-05-27 | $5,172,262 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-05-27 | $5,069,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-05-27 | No |
Investment advisory and management fees | 2017-05-27 | $26,419 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-05-27 | $3,882,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-05-27 | $3,206,095 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-05-27 | $225,161 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-05-27 | $755,872 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-05-27 | $755,872 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-05-27 | $88,153 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-05-27 | $992,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-05-27 | $1,061,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-05-27 | No |
Contributions received in cash from employer | 2017-05-27 | $36,000 |
Income. Dividends from common stock | 2017-05-27 | $125,058 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-05-27 | $401,931 |
Contract administrator fees | 2017-05-27 | $4,392 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-05-27 | $72,372 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-05-27 | $69,636 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-05-27 | $23,971 |
Did the plan have assets held for investment | 2017-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2017-05-27 | Unqualified |
Accountancy firm name | 2017-05-27 | J. VELOCCI, CPA LLC |
Accountancy firm EIN | 2017-05-27 | 272628827 |
2016 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-05-27 | $-367,032 |
Total unrealized appreciation/depreciation of assets | 2016-05-27 | $-367,032 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-05-27 | $23,971 |
Total income from all sources (including contributions) | 2016-05-27 | $366,262 |
Total of all expenses incurred | 2016-05-27 | $405,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-05-27 | $372,783 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-05-27 | $338,000 |
Value of total assets at end of year | 2016-05-27 | $5,093,347 |
Value of total assets at beginning of year | 2016-05-27 | $5,108,703 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-05-27 | $32,806 |
Total interest from all sources | 2016-05-27 | $90,038 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-05-27 | $305,256 |
Was this plan covered by a fidelity bond | 2016-05-27 | Yes |
Value of fidelity bond cover | 2016-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-27 | No |
Value of net income/loss | 2016-05-27 | $-39,327 |
Value of net assets at end of year (total assets less liabilities) | 2016-05-27 | $5,069,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-05-27 | $5,108,703 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-05-27 | No |
Investment advisory and management fees | 2016-05-27 | $28,224 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-05-27 | $3,206,095 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-05-27 | $3,454,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-05-27 | $755,872 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-05-27 | $461,164 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-05-27 | $461,164 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-05-27 | $90,038 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-05-27 | $1,061,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-05-27 | $1,124,757 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-05-27 | No |
Contributions received in cash from employer | 2016-05-27 | $338,000 |
Income. Dividends from common stock | 2016-05-27 | $305,256 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-05-27 | $372,783 |
Contract administrator fees | 2016-05-27 | $4,582 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-05-27 | $69,636 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-05-27 | $68,460 |
Liabilities. Value of benefit claims payable at end of year | 2016-05-27 | $23,971 |
Did the plan have assets held for investment | 2016-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2016-05-27 | Unqualified |
Accountancy firm name | 2016-05-27 | J. VELOCCI, CPA LLC |
Accountancy firm EIN | 2016-05-27 | 272628827 |
2015 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-05-27 | $-3,530 |
Total unrealized appreciation/depreciation of assets | 2015-05-27 | $-3,530 |
Total income from all sources (including contributions) | 2015-05-27 | $663,366 |
Total of all expenses incurred | 2015-05-27 | $202,686 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-05-27 | $171,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-05-27 | $365,000 |
Value of total assets at end of year | 2015-05-27 | $5,108,703 |
Value of total assets at beginning of year | 2015-05-27 | $4,648,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-05-27 | $31,002 |
Total interest from all sources | 2015-05-27 | $89,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-05-27 | $212,587 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-05-27 | No |
Was this plan covered by a fidelity bond | 2015-05-27 | Yes |
Value of fidelity bond cover | 2015-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-27 | No |
Value of net income/loss | 2015-05-27 | $460,680 |
Value of net assets at end of year (total assets less liabilities) | 2015-05-27 | $5,108,703 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-05-27 | $4,648,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-05-27 | No |
Investment advisory and management fees | 2015-05-27 | $26,312 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-05-27 | $3,454,322 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-05-27 | $2,954,512 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-05-27 | $461,164 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-05-27 | $438,532 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-05-27 | $438,532 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-05-27 | $89,309 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-05-27 | $1,124,757 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-05-27 | $1,182,721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-05-27 | No |
Contributions received in cash from employer | 2015-05-27 | $365,000 |
Income. Dividends from common stock | 2015-05-27 | $212,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-05-27 | $171,684 |
Contract administrator fees | 2015-05-27 | $4,690 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-05-27 | $68,460 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-05-27 | $72,258 |
Did the plan have assets held for investment | 2015-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2015-05-27 | Unqualified |
Accountancy firm name | 2015-05-27 | J VELOCCI, CPA LLC |
Accountancy firm EIN | 2015-05-27 | 272628827 |
2014 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-05-27 | $264,288 |
Total unrealized appreciation/depreciation of assets | 2014-05-27 | $264,288 |
Total income from all sources (including contributions) | 2014-05-27 | $780,774 |
Total of all expenses incurred | 2014-05-27 | $170,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-05-27 | $144,039 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-05-27 | $325,000 |
Value of total assets at end of year | 2014-05-27 | $4,648,023 |
Value of total assets at beginning of year | 2014-05-27 | $4,037,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-05-27 | $26,468 |
Total interest from all sources | 2014-05-27 | $89,927 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-05-27 | $101,559 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-05-27 | No |
Was this plan covered by a fidelity bond | 2014-05-27 | Yes |
Value of fidelity bond cover | 2014-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-27 | No |
Value of net income/loss | 2014-05-27 | $610,267 |
Value of net assets at end of year (total assets less liabilities) | 2014-05-27 | $4,648,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-05-27 | $4,037,756 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-05-27 | No |
Investment advisory and management fees | 2014-05-27 | $21,547 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-05-27 | $2,954,512 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-05-27 | $2,052,708 |
Interest earned on other investments | 2014-05-27 | $89,927 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-05-27 | $438,532 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-05-27 | $485,747 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-05-27 | $485,747 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-05-27 | $1,182,721 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-05-27 | $1,240,999 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-05-27 | No |
Contributions received in cash from employer | 2014-05-27 | $325,000 |
Employer contributions (assets) at end of year | 2014-05-27 | $0 |
Employer contributions (assets) at beginning of year | 2014-05-27 | $211,430 |
Income. Dividends from common stock | 2014-05-27 | $101,559 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-05-27 | $144,039 |
Contract administrator fees | 2014-05-27 | $4,921 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-05-27 | $72,258 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-05-27 | $46,872 |
Did the plan have assets held for investment | 2014-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2014-05-27 | Unqualified |
Accountancy firm name | 2014-05-27 | J. VELOCCI, CPA, LLC. |
Accountancy firm EIN | 2014-05-27 | 272628827 |
2013 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2013-05-27 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-05-27 | $312,138 |
Total unrealized appreciation/depreciation of assets | 2013-05-27 | $312,138 |
Total transfer of assets to this plan | 2013-05-27 | $0 |
Total transfer of assets from this plan | 2013-05-27 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-27 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-27 | $0 |
Expenses. Interest paid | 2013-05-27 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-05-27 | $0 |
Total income from all sources (including contributions) | 2013-05-27 | $742,620 |
Total loss/gain on sale of assets | 2013-05-27 | $0 |
Total of all expenses incurred | 2013-05-27 | $166,941 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-27 | $144,125 |
Expenses. Certain deemed distributions of participant loans | 2013-05-27 | $0 |
Value of total corrective distributions | 2013-05-27 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-27 | $284,215 |
Value of total assets at end of year | 2013-05-27 | $4,037,756 |
Value of total assets at beginning of year | 2013-05-27 | $3,462,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-27 | $22,816 |
Total income from rents | 2013-05-27 | $0 |
Total interest from all sources | 2013-05-27 | $90,834 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-27 | $55,433 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-27 | $0 |
Assets. Real estate other than employer real property at end of year | 2013-05-27 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-05-27 | $0 |
Administrative expenses professional fees incurred | 2013-05-27 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-05-27 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-05-27 | $0 |
Was this plan covered by a fidelity bond | 2013-05-27 | Yes |
Value of fidelity bond cover | 2013-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-27 | No |
Contributions received from participants | 2013-05-27 | $0 |
Participant contributions at end of year | 2013-05-27 | $0 |
Participant contributions at beginning of year | 2013-05-27 | $0 |
Participant contributions at end of year | 2013-05-27 | $0 |
Participant contributions at beginning of year | 2013-05-27 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2013-05-27 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-05-27 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-05-27 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-05-27 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-27 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-27 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-05-27 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-05-27 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-05-27 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-05-27 | $0 |
Administrative expenses (other) incurred | 2013-05-27 | $0 |
Liabilities. Value of operating payables at end of year | 2013-05-27 | $0 |
Liabilities. Value of operating payables at beginning of year | 2013-05-27 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-27 | No |
Income. Non cash contributions | 2013-05-27 | $0 |
Value of net income/loss | 2013-05-27 | $575,679 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-27 | $4,037,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-27 | $3,462,077 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-27 | No |
Assets. partnership/joint venture interests at end of year | 2013-05-27 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-05-27 | $0 |
Investment advisory and management fees | 2013-05-27 | $17,895 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-27 | $2,052,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-27 | $1,567,609 |
Value of interest in pooled separate accounts at end of year | 2013-05-27 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-05-27 | $0 |
Interest on participant loans | 2013-05-27 | $0 |
Income. Interest from loans (other than to participants) | 2013-05-27 | $0 |
Interest earned on other investments | 2013-05-27 | $90,834 |
Income. Interest from US Government securities | 2013-05-27 | $0 |
Income. Interest from corporate debt instruments | 2013-05-27 | $0 |
Value of interest in master investment trust accounts at end of year | 2013-05-27 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2013-05-27 | $0 |
Value of interest in common/collective trusts at end of year | 2013-05-27 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-05-27 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-27 | $485,747 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-27 | $391,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-27 | $391,000 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-27 | $0 |
Assets. Value of investments in 103.12 investment entities at end of year | 2013-05-27 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-05-27 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-05-27 | $1,240,999 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-05-27 | $1,298,401 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-05-27 | $0 |
Asset value of US Government securities at end of year | 2013-05-27 | $0 |
Asset value of US Government securities at beginning of year | 2013-05-27 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-27 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-05-27 | $0 |
Net investment gain or loss from common/collective trusts | 2013-05-27 | $0 |
Net gain/loss from 103.12 investment entities | 2013-05-27 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-27 | No |
Assets. Invements in employer securities at end of year | 2013-05-27 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-05-27 | $0 |
Assets. Value of employer real property at end of year | 2013-05-27 | $0 |
Assets. Value of employer real property at beginning of year | 2013-05-27 | $0 |
Contributions received in cash from employer | 2013-05-27 | $284,215 |
Employer contributions (assets) at end of year | 2013-05-27 | $211,430 |
Employer contributions (assets) at beginning of year | 2013-05-27 | $152,000 |
Income. Dividends from preferred stock | 2013-05-27 | $0 |
Income. Dividends from common stock | 2013-05-27 | $55,433 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-27 | $144,125 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-05-27 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-05-27 | $0 |
Contract administrator fees | 2013-05-27 | $4,921 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-05-27 | $46,872 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-05-27 | $53,067 |
Liabilities. Value of benefit claims payable at end of year | 2013-05-27 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-05-27 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2013-05-27 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-05-27 | $0 |
Did the plan have assets held for investment | 2013-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-27 | No |
Aggregate proceeds on sale of assets | 2013-05-27 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-05-27 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2013-05-27 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2013-05-27 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2013-05-27 | Unqualified |
Accountancy firm name | 2013-05-27 | J. VELOCCI, CPA, LLC. |
Accountancy firm EIN | 2013-05-27 | 272628827 |
2012 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-05-27 | $-252,436 |
Total unrealized appreciation/depreciation of assets | 2012-05-27 | $-252,436 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-27 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-05-27 | $0 |
Total income from all sources (including contributions) | 2012-05-27 | $185,416 |
Total loss/gain on sale of assets | 2012-05-27 | $0 |
Total of all expenses incurred | 2012-05-27 | $268,383 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-05-27 | $248,800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-05-27 | $304,000 |
Value of total assets at end of year | 2012-05-27 | $3,462,077 |
Value of total assets at beginning of year | 2012-05-27 | $3,545,044 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-05-27 | $19,583 |
Total interest from all sources | 2012-05-27 | $90,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-05-27 | $42,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-05-27 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-05-27 | $42,911 |
Was this plan covered by a fidelity bond | 2012-05-27 | Yes |
Value of fidelity bond cover | 2012-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-05-27 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-05-27 | $53,067 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-05-27 | $0 |
Other income not declared elsewhere | 2012-05-27 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-27 | No |
Value of net income/loss | 2012-05-27 | $-82,967 |
Value of net assets at end of year (total assets less liabilities) | 2012-05-27 | $3,462,077 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-05-27 | $3,545,044 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-05-27 | No |
Investment advisory and management fees | 2012-05-27 | $14,532 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-05-27 | $1,567,609 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-05-27 | $1,787,822 |
Interest earned on other investments | 2012-05-27 | $90,941 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-05-27 | $391,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-05-27 | $127,288 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-05-27 | $127,288 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-05-27 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-05-27 | $1,298,401 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-05-27 | $1,455,110 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-05-27 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-05-27 | No |
Contributions received in cash from employer | 2012-05-27 | $304,000 |
Employer contributions (assets) at end of year | 2012-05-27 | $152,000 |
Employer contributions (assets) at beginning of year | 2012-05-27 | $156,489 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-05-27 | $248,800 |
Contract administrator fees | 2012-05-27 | $5,051 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-05-27 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-05-27 | $18,335 |
Liabilities. Value of benefit claims payable at end of year | 2012-05-27 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-05-27 | $0 |
Did the plan have assets held for investment | 2012-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2012-05-27 | Unqualified |
Accountancy firm name | 2012-05-27 | J. VELOCCI, CPA, LLC. |
Accountancy firm EIN | 2012-05-27 | 272628827 |
2011 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-05-27 | $2,225 |
Total unrealized appreciation/depreciation of assets | 2011-05-27 | $2,225 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-27 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-05-27 | $114,927 |
Total income from all sources (including contributions) | 2011-05-27 | $747,247 |
Total loss/gain on sale of assets | 2011-05-27 | $0 |
Total of all expenses incurred | 2011-05-27 | $407,324 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-05-27 | $388,101 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-05-27 | $312,979 |
Value of total assets at end of year | 2011-05-27 | $3,545,044 |
Value of total assets at beginning of year | 2011-05-27 | $3,320,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-05-27 | $19,223 |
Total interest from all sources | 2011-05-27 | $90,793 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-05-27 | $36,911 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-05-27 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-05-27 | $35,657 |
Was this plan covered by a fidelity bond | 2011-05-27 | Yes |
Value of fidelity bond cover | 2011-05-27 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-27 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-05-27 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-27 | No |
Value of net income/loss | 2011-05-27 | $339,923 |
Value of net assets at end of year (total assets less liabilities) | 2011-05-27 | $3,545,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-05-27 | $3,205,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-05-27 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-05-27 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-05-27 | No |
Investment advisory and management fees | 2011-05-27 | $14,062 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-05-27 | $1,787,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-05-27 | $1,467,616 |
Interest earned on other investments | 2011-05-27 | $90,792 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-05-27 | $127,288 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-05-27 | $179,977 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-05-27 | $179,977 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-05-27 | $1 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-05-27 | $1,455,110 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-05-27 | $1,505,975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-05-27 | $304,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-05-27 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-05-27 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-05-27 | No |
Contributions received in cash from employer | 2011-05-27 | $312,979 |
Employer contributions (assets) at end of year | 2011-05-27 | $156,489 |
Employer contributions (assets) at beginning of year | 2011-05-27 | $150,370 |
Income. Dividends from common stock | 2011-05-27 | $1,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-05-27 | $388,101 |
Contract administrator fees | 2011-05-27 | $5,161 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-05-27 | $18,335 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-05-27 | $16,110 |
Liabilities. Value of benefit claims payable at end of year | 2011-05-27 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-05-27 | $114,927 |
Did the plan have assets held for investment | 2011-05-27 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-05-27 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-05-27 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-05-27 | No |
Opinion of an independent qualified public accountant for this plan | 2011-05-27 | Unqualified |
Accountancy firm name | 2011-05-27 | J. VELOCCI, CPA, LLC. |
Accountancy firm EIN | 2011-05-27 | 272628827 |
2010 : KEYSTONE FOLDING BOX COMPANY RETIREMENT PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-27 | $0 |