CARLISLE CONTAINER COMPANY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARLISLE PACKAGING COMPANY, INC. EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2024 : CARLISLE PACKAGING COMPANY, INC. EMPLOYEE BENEFIT PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-01-01 | $64,854 |
| Total plan liabilities at beginning of year | 2024-01-01 | $287,505 |
| Total income from all sources | 2024-01-01 | $457,870 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $309,111 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $129,144 |
| Total plan assets at end of year | 2024-01-01 | $18,161 |
| Total plan assets at beginning of year | 2024-01-01 | $92,053 |
| Value of fidelity bond covering the plan | 2024-01-01 | $5,000,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $177,591 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $2,708 |
| Net income (gross income less expenses) | 2024-01-01 | $148,759 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $-46,693 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $-195,452 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $455,162 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $2,376 |
| 2023 : CARLISLE PACKAGING COMPANY, INC. EMPLOYEE BENEFIT PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $287,505 |
| Total plan liabilities at beginning of year | 2023-12-31 | $145,261 |
| Total income from all sources | 2023-12-31 | $93,768 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $460,141 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $419,016 |
| Total plan assets at end of year | 2023-12-31 | $92,053 |
| Total plan assets at beginning of year | 2023-12-31 | $316,182 |
| Value of fidelity bond covering the plan | 2023-12-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $39,757 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $833 |
| Net income (gross income less expenses) | 2023-12-31 | $-366,373 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $-195,452 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $170,921 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $92,935 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $1,368 |
| Total plan liabilities at end of year | 2023-09-30 | $145,261 |
| Total plan liabilities at beginning of year | 2023-09-30 | $0 |
| Total income from all sources | 2023-09-30 | $372,129 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $201,208 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $37,720 |
| Total plan assets at end of year | 2023-09-30 | $316,182 |
| Total plan assets at beginning of year | 2023-09-30 | $0 |
| Value of fidelity bond covering the plan | 2023-09-30 | $500,000 |
| Total contributions received or receivable from participants | 2023-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-09-30 | $158,099 |
| Contributions received from other sources (not participants or employers) | 2023-09-30 | $0 |
| Other income received | 2023-09-30 | $849 |
| Net income (gross income less expenses) | 2023-09-30 | $170,921 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $170,921 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $371,280 |
| Value of corrective distributions | 2023-09-30 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-09-30 | $5,389 |
| 2023: CARLISLE PACKAGING COMPANY, INC. EMPLOYEE BENEFIT PLAN 2023 form 5500 responses |
|---|
| 2023-10-01 | Type of plan entity | Single employer plan |
| 2023-10-01 | Submission has been amended | No |
| 2023-10-01 | This submission is the final filing | No |
| 2023-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2023-10-01 | Plan is a collectively bargained plan | No |
| 2023-10-01 | Plan funding arrangement – Insurance | Yes |
| 2023-10-01 | Plan funding arrangement – Trust | Yes |
| 2023-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-10-01 | Plan benefit arrangement - Trust | Yes |
| 2023-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: CARLISLE PACKAGING COMPANY, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | First time form 5500 has been submitted | Yes |
| 2022-10-01 | Submission has been amended | No |
| 2022-10-01 | This submission is the final filing | No |
| 2022-10-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-10-01 | Plan is a collectively bargained plan | No |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2022-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | SL30500961-231 |
| Policy instance | 1 |
| Insurance contract or identification number | SL30500961-231 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $33,591 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | A23292 |
| Policy instance | 2 |
| Insurance contract or identification number | A23292 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $358 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00700251 |
| Policy instance | 3 |
| Insurance contract or identification number | 00700251 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $29 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $732 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| KANSAS CITY LIFE (National Association of Insurance Commissioners NAIC id number: 65129 ) |
| Policy contract number | 65129 |
| Policy instance | 4 |
| Insurance contract or identification number | 65129 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2023-10-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,086 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $7,238 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | 30500961-221 |
| Policy instance | 1 |
| CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 ) |
| Policy contract number | 00700251 |
| Policy instance | 2 |
| KANSAS CITY LIFE INSURANCE COMPANY, INC (National Association of Insurance Commissioners NAIC id number: 65129 ) |
| Policy contract number | 588 |
| Policy instance | 3 |
| UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
| Policy contract number | A23292-99,000 |
| Policy instance | 4 |
