401k Plan data: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN plan

VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN
Plan identification number	001

VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

D & A MARKETING, INC. DBA VALPAK OF TAMPA BAY has sponsored the creation of one or more 401k plans.

Company Name: D & A MARKETING, INC. DBA VALPAK OF TAMPA BAY

Employer identification number (EIN): 271134369

NAIC Classification: 541800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 ADELE HARLACHER 2022-05-12
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DANIEL F. HARLACHER
001 2013-01-01 ADELE HARLACHER
001 2012-01-01 ADELE HARLACHER
001 2011-01-01 ADELE HARLACHER
001 2010-06-01 ADELE HARLACHER ADELE HARLACHER 2011-10-16

Plan Statistics for VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN

401k plan membership statisitcs for VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN

Measure Date Value
2019: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 0
Number of participants with account balances 2019-01-01 0
2018: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 10
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 11
Number of participants with account balances 2018-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 11
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 1
Total of all active and inactive participants 2017-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 12
Number of participants with account balances 2017-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 11
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 12
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 12
Number of participants with account balances 2015-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 13
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 13
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 13
Number of participants with account balances 2013-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 13
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 13
Number of participants with account balances 2012-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 12
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 12
Number of participants with account balances 2011-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-06-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 14
Number of retired or separated participants receiving benefits 2010-06-01 0
Number of other retired or separated participants entitled to future benefits 2010-06-01 0
Total of all active and inactive participants 2010-06-01 14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 14
Number of participants with account balances 2010-06-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0

Measure	Date	Value
2019: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	0
Number of participants with account balances	2019-01-01	0
2018: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	10
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	11
Number of participants with account balances	2018-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	11
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	1
Total of all active and inactive participants	2017-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	12
Number of participants with account balances	2017-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	11
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	12
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	12
Number of participants with account balances	2015-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	13
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	13
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	13
Number of participants with account balances	2013-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	13
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	13
Number of participants with account balances	2012-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	12
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	12
Number of participants with account balances	2011-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-06-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	14
Number of retired or separated participants receiving benefits	2010-06-01	0
Number of other retired or separated participants entitled to future benefits	2010-06-01	0
Total of all active and inactive participants	2010-06-01	14
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	14
Number of participants with account balances	2010-06-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0

Financial Data on VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN

Measure	Date	Value
2019 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$49,464
Expenses. Total of all expenses incurred	2019-12-31	$537,391
Benefits paid (including direct rollovers)	2019-12-31	$535,891
Total plan assets at end of year	2019-12-31	$0
Total plan assets at beginning of year	2019-12-31	$487,927
Value of fidelity bond covering the plan	2019-12-31	$75,000
Total contributions received or receivable from participants	2019-12-31	$2,319
Other income received	2019-12-31	$47,145
Net income (gross income less expenses)	2019-12-31	$-487,927
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$487,927
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,500
2018 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-432
Expenses. Total of all expenses incurred	2018-12-31	$5,280
Total plan assets at end of year	2018-12-31	$487,927
Total plan assets at beginning of year	2018-12-31	$493,639
Value of fidelity bond covering the plan	2018-12-31	$75,000
Total contributions received or receivable from participants	2018-12-31	$32,736
Other income received	2018-12-31	$-33,168
Net income (gross income less expenses)	2018-12-31	$-5,712
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$487,927
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$493,639
Assets. Value of participant loans	2018-12-31	$611
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$5,280
2017 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$110,621
Expenses. Total of all expenses incurred	2017-12-31	$6,099
Total plan assets at end of year	2017-12-31	$493,639
Total plan assets at beginning of year	2017-12-31	$389,117
Value of fidelity bond covering the plan	2017-12-31	$75,000
Total contributions received or receivable from participants	2017-12-31	$35,513
Expenses. Other expenses not covered elsewhere	2017-12-31	$366
Other income received	2017-12-31	$75,108
Net income (gross income less expenses)	2017-12-31	$104,522
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$493,639
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$389,117
Assets. Value of participant loans	2017-12-31	$944
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$5,733
2016 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$62,460
Expenses. Total of all expenses incurred	2016-12-31	$4,933
Total plan assets at end of year	2016-12-31	$389,117
Total plan assets at beginning of year	2016-12-31	$331,590
Value of fidelity bond covering the plan	2016-12-31	$75,000
Total contributions received or receivable from participants	2016-12-31	$39,325
Expenses. Other expenses not covered elsewhere	2016-12-31	$380
Other income received	2016-12-31	$23,135
Net income (gross income less expenses)	2016-12-31	$57,527
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$389,117
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$331,590
Assets. Value of participant loans	2016-12-31	$1,263
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$4,553
2015 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$113,318
Expenses. Total of all expenses incurred	2015-12-31	$4,535
Total plan assets at end of year	2015-12-31	$331,590
Total plan assets at beginning of year	2015-12-31	$222,807
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$32,920
Contributions received from other sources (not participants or employers)	2015-12-31	$83,408
Other income received	2015-12-31	$-3,010
Net income (gross income less expenses)	2015-12-31	$108,783
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$331,590
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$222,807
Assets. Value of participant loans	2015-12-31	$1,580
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$4,535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$39,007
Expenses. Total of all expenses incurred	2014-12-31	$279,065
Benefits paid (including direct rollovers)	2014-12-31	$278,885
Total plan assets at end of year	2014-12-31	$222,807
Total plan assets at beginning of year	2014-12-31	$462,865
Value of fidelity bond covering the plan	2014-12-31	$50,000
Total contributions received or receivable from participants	2014-12-31	$13,014
Other income received	2014-12-31	$25,993
Net income (gross income less expenses)	2014-12-31	$-240,058
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$222,807
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$462,865
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$45,558
Expenses. Total of all expenses incurred	2013-12-31	$23,185
Benefits paid (including direct rollovers)	2013-12-31	$21,654
Total plan assets at end of year	2013-12-31	$462,865
Total plan assets at beginning of year	2013-12-31	$440,492
Value of fidelity bond covering the plan	2013-12-31	$50,000
Total contributions received or receivable from participants	2013-12-31	$28,133
Other income received	2013-12-31	$17,425
Net income (gross income less expenses)	2013-12-31	$22,373
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$462,865
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$440,492
Assets. Value of participant loans	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$1,423
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$108
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
2012 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$50,975
Expenses. Total of all expenses incurred	2012-12-31	$81
Total plan assets at end of year	2012-12-31	$440,492
Total plan assets at beginning of year	2012-12-31	$389,598
Value of fidelity bond covering the plan	2012-12-31	$50,000
Total contributions received or receivable from participants	2012-12-31	$28,653
Other income received	2012-12-31	$22,322
Net income (gross income less expenses)	2012-12-31	$50,894
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$440,492
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$389,598
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$81
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$38,982
Expenses. Total of all expenses incurred	2011-12-31	$3,124
Benefits paid (including direct rollovers)	2011-12-31	$3,034
Total plan assets at end of year	2011-12-31	$389,598
Total plan assets at beginning of year	2011-12-31	$353,740
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$37,573
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$1,409
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$35,858
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$389,598
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$353,740
Total contributions received or receivable from employer(s)	2011-12-31	$0
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$90
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$353,740
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$353,740
Total plan assets at beginning of year	2010-12-31	$0
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$57,748
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$289,780
Other income received	2010-12-31	$6,212
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$353,740
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$353,740
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN

2019: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: VALPAK OF TAMPA BAY 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	First time form 5500 has been submitted	Yes
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Insurance	Yes
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

805312-000

Policy instance

Insurance contract or identification number	805312-000
Number of Individuals Covered	9
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $701
Total amount of fees paid to insurance company	USD $60
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $701
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

805312-000

Policy instance

Insurance contract or identification number	805312-000
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,185
Total amount of fees paid to insurance company	USD $220
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,185
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	AMERICAN PENSION SERVICES, LLC

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Company Name:	D & A MARKETING, INC. DBA VALPAK OF TAMPA BAY
Employer identification number (EIN):	271134369
NAIC Classification:	541800

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	ADELE HARLACHER	2022-05-12
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DANIEL F. HARLACHER
001	2013-01-01	ADELE HARLACHER
001	2012-01-01	ADELE HARLACHER
001	2011-01-01	ADELE HARLACHER
001	2010-06-01	ADELE HARLACHER		ADELE HARLACHER	2011-10-16