401k Plan data: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN plan

HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 401k Plan overview

Plan Name	HARPAK-ULMA PACKAGING, LLC 401(K) PLAN
Plan identification number	001

HARPAK-ULMA PACKAGING, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HARPAK-ULMA PACKAGING, LLC has sponsored the creation of one or more 401k plans.

Company Name: HARPAK-ULMA PACKAGING, LLC

Employer identification number (EIN): 272323413

NAIC Classification: 423990
NAIC Description: Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARPAK-ULMA PACKAGING, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 DONNA MORAN 2020-10-05
001 2018-01-01 MIKE RICCIARELLI 2019-09-11
001 2017-01-01 ERIC OLSON 2018-08-01
001 2016-01-01 RICHARD PROULE 2017-06-26
001 2015-01-01 RICHARD PROULE 2016-07-12
001 2014-01-01 RICHARD PROULE RICHARD PROULE 2015-07-08
001 2013-01-01 RICHARD PROULE
001 2012-01-01 RICHARD PROULE
001 2011-01-01 RICHARD PROULE
001 2010-01-01 KENNETH B. SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	DONNA MORAN	2020-10-05
001	2018-01-01	MIKE RICCIARELLI	2019-09-11
001	2017-01-01	ERIC OLSON	2018-08-01
001	2016-01-01	RICHARD PROULE	2017-06-26
001	2015-01-01	RICHARD PROULE	2016-07-12
001	2014-01-01	RICHARD PROULE		RICHARD PROULE	2015-07-08
001	2013-01-01	RICHARD PROULE
001	2012-01-01	RICHARD PROULE
001	2011-01-01	RICHARD PROULE
001	2010-01-01	KENNETH B. SMITH

Plan Statistics for HARPAK-ULMA PACKAGING, LLC 401(K) PLAN

401k plan membership statisitcs for HARPAK-ULMA PACKAGING, LLC 401(K) PLAN

Measure Date Value
2023: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 130
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 29
Total of all active and inactive participants 2023-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 160
Number of participants with account balances 2023-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 3
2022: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 124
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 149
Number of participants with account balances 2022-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 114
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 141
Number of participants with account balances 2021-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 102
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 29
Total of all active and inactive participants 2020-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 131
Number of participants with account balances 2020-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2014: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 59
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 7
Total of all active and inactive participants 2014-01-01 66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 66
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 1
2013: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 78
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 11
Total of all active and inactive participants 2013-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 89
Number of participants with account balances 2013-01-01 48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 67
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 12
Total of all active and inactive participants 2012-01-01 79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 79
Number of participants with account balances 2012-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 67
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 13
Total of all active and inactive participants 2011-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 80
Number of participants with account balances 2011-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 70
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 13
Total of all active and inactive participants 2010-01-01 83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 83
Number of participants with account balances 2010-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2

Measure	Date	Value
2023: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	130
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	29
Total of all active and inactive participants	2023-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	160
Number of participants with account balances	2023-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	3
2022: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	124
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	149
Number of participants with account balances	2022-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	114
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	141
Number of participants with account balances	2021-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	102
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	29
Total of all active and inactive participants	2020-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	131
Number of participants with account balances	2020-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2014: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	59
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	7
Total of all active and inactive participants	2014-01-01	66
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	66
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	1
2013: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	78
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	11
Total of all active and inactive participants	2013-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	89
Number of participants with account balances	2013-01-01	48
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	67
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	12
Total of all active and inactive participants	2012-01-01	79
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	79
Number of participants with account balances	2012-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	67
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	13
Total of all active and inactive participants	2011-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	80
Number of participants with account balances	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	70
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	13
Total of all active and inactive participants	2010-01-01	83
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	83
Number of participants with account balances	2010-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2

Financial Data on HARPAK-ULMA PACKAGING, LLC 401(K) PLAN

Measure	Date	Value
2023 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total transfer of assets to this plan	2023-12-31	$0
Total transfer of assets from this plan	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$4,095,797
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,842,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,774,897
Expenses. Certain deemed distributions of participant loans	2023-12-31	$12,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,970,869
Value of total assets at end of year	2023-12-31	$13,861,756
Value of total assets at beginning of year	2023-12-31	$11,608,919
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$55,558
Total interest from all sources	2023-12-31	$13,730
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$472,531
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$472,531
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,420,750
Participant contributions at end of year	2023-12-31	$143,351
Participant contributions at beginning of year	2023-12-31	$206,984
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$4,571
Other income not declared elsewhere	2023-12-31	$4
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	$2,252,837
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$13,861,756
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$11,608,919
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	$33,287
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$12,160,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,380,484
Interest on participant loans	2023-12-31	$13,730
Value of interest in common/collective trusts at end of year	2023-12-31	$1,558,013
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,021,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,594,573
Net investment gain or loss from common/collective trusts	2023-12-31	$44,090
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	$545,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,774,897
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	G.T. REILLY & COMPANY
Accountancy firm EIN	2023-12-31	042513210
2022 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-371,859
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$828,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$744,389
Expenses. Certain deemed distributions of participant loans	2022-12-31	$20,667
Value of total corrective distributions	2022-12-31	$343
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,738,834
Value of total assets at end of year	2022-12-31	$11,608,919
Value of total assets at beginning of year	2022-12-31	$12,809,579
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,402
Total interest from all sources	2022-12-31	$9,606
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$404,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$404,866
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,230,684
Participant contributions at end of year	2022-12-31	$206,984
Participant contributions at beginning of year	2022-12-31	$185,924
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$33,376
Administrative expenses (other) incurred	2022-12-31	$63,402
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	$-1,200,660
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,608,919
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,809,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,380,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,613,372
Interest on participant loans	2022-12-31	$9,606
Value of interest in common/collective trusts at end of year	2022-12-31	$2,021,451
Value of interest in common/collective trusts at beginning of year	2022-12-31	$2,010,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,556,297
Net investment gain or loss from common/collective trusts	2022-12-31	$31,132
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	$474,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$744,389
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	G.T. REILLY & COMPANY
Accountancy firm EIN	2022-12-31	042513210
2021 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,810,002
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,807,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,708,434
Expenses. Certain deemed distributions of participant loans	2021-12-31	$37,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,408,933
Value of total assets at end of year	2021-12-31	$12,809,579
Value of total assets at beginning of year	2021-12-31	$11,807,497
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$62,135
Total interest from all sources	2021-12-31	$11,207
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$627,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$627,230
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$980,498
Participant contributions at end of year	2021-12-31	$185,924
Participant contributions at beginning of year	2021-12-31	$201,313
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$38,679
Administrative expenses (other) incurred	2021-12-31	$62,135
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,002,082
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,809,579
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,807,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,613,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,535,025
Interest on participant loans	2021-12-31	$11,207
Value of interest in common/collective trusts at end of year	2021-12-31	$2,010,283
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,071,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$735,459
Net investment gain or loss from common/collective trusts	2021-12-31	$27,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$389,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,708,434
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	G.T. REILLY & COMPANY
Accountancy firm EIN	2021-12-31	042513210
2020 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,527,282
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$502,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$443,600
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,892,447
Value of total assets at end of year	2020-12-31	$11,807,497
Value of total assets at beginning of year	2020-12-31	$8,782,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$55,786
Total interest from all sources	2020-12-31	$4,126
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$391,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$391,710
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$837,199
Participant contributions at end of year	2020-12-31	$201,313
Participant contributions at beginning of year	2020-12-31	$89,460
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$705,797
Administrative expenses (other) incurred	2020-12-31	$55,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,025,141
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,807,497
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,782,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,535,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,587,456
Interest on participant loans	2020-12-31	$4,126
Value of interest in common/collective trusts at end of year	2020-12-31	$2,071,159
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,105,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,201,388
Net investment gain or loss from common/collective trusts	2020-12-31	$37,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$349,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$443,600
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	G.T. REILLY & COMPANY
Accountancy firm EIN	2020-12-31	042513210
2014 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$811,686
Expenses. Total of all expenses incurred	2014-12-31	$72,120
Benefits paid (including direct rollovers)	2014-12-31	$51,430
Total plan assets at end of year	2014-12-31	$4,374,784
Total plan assets at beginning of year	2014-12-31	$3,635,218
Value of fidelity bond covering the plan	2014-12-31	$438,500
Total contributions received or receivable from participants	2014-12-31	$359,805
Contributions received from other sources (not participants or employers)	2014-12-31	$136,364
Other income received	2014-12-31	$187,263
Net income (gross income less expenses)	2014-12-31	$739,566
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,374,784
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,635,218
Assets. Value of participant loans	2014-12-31	$49,254
Total contributions received or receivable from employer(s)	2014-12-31	$128,254
Value of corrective distributions	2014-12-31	$19,763
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$927
2013 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$-559,941
Total income from all sources	2013-12-31	$1,045,945
Expenses. Total of all expenses incurred	2013-12-31	$365,122
Benefits paid (including direct rollovers)	2013-12-31	$345,960
Total plan assets at end of year	2013-12-31	$3,635,218
Total plan assets at beginning of year	2013-12-31	$3,514,336
Value of fidelity bond covering the plan	2013-12-31	$351,444
Total contributions received or receivable from participants	2013-12-31	$266,996
Contributions received from other sources (not participants or employers)	2013-12-31	$3,957
Other income received	2013-12-31	$682,039
Net income (gross income less expenses)	2013-12-31	$680,823
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,635,218
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,514,336
Assets. Value of participant loans	2013-12-31	$73,790
Total contributions received or receivable from employer(s)	2013-12-31	$92,953
Value of corrective distributions	2013-12-31	$18,557
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$605
2012 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$730,072
Expenses. Total of all expenses incurred	2012-12-31	$183,610
Benefits paid (including direct rollovers)	2012-12-31	$178,756
Total plan assets at end of year	2012-12-31	$3,514,336
Total plan assets at beginning of year	2012-12-31	$2,967,874
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$264,539
Other income received	2012-12-31	$371,199
Net income (gross income less expenses)	2012-12-31	$546,462
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,514,336
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,967,874
Assets. Value of participant loans	2012-12-31	$125,568
Total contributions received or receivable from employer(s)	2012-12-31	$94,334
Value of corrective distributions	2012-12-31	$3,544
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,310
2011 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$297,736
Expenses. Total of all expenses incurred	2011-12-31	$302,412
Benefits paid (including direct rollovers)	2011-12-31	$288,396
Total plan assets at end of year	2011-12-31	$2,967,874
Total plan assets at beginning of year	2011-12-31	$2,972,550
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$288,681
Other income received	2011-12-31	$-98,264
Net income (gross income less expenses)	2011-12-31	$-4,676
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,967,874
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,972,550
Assets. Value of participant loans	2011-12-31	$81,549
Total contributions received or receivable from employer(s)	2011-12-31	$107,319
Value of corrective distributions	2011-12-31	$12,738
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,278
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$619,097
Expenses. Total of all expenses incurred	2010-12-31	$72,601
Benefits paid (including direct rollovers)	2010-12-31	$42,729
Total plan assets at end of year	2010-12-31	$2,972,550
Total plan assets at beginning of year	2010-12-31	$2,426,054
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$266,575
Other income received	2010-12-31	$288,960
Net income (gross income less expenses)	2010-12-31	$546,496
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,972,550
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,426,054
Assets. Value of participant loans	2010-12-31	$91,144
Total contributions received or receivable from employer(s)	2010-12-31	$63,562
Value of corrective distributions	2010-12-31	$28,077
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$1,795
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 HARPAK-ULMA PACKAGING, LLC 401(K) PLAN

2023: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2014: HARPAK-ULMA PACKAGING, LLC 401(K) 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARPAK-ULMA PACKAGING, LLC 401(K) 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARPAK-ULMA PACKAGING, LLC 401(K) 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARPAK-ULMA PACKAGING, LLC 401(K) 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HARPAK-ULMA PACKAGING, LLC 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	Yes
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HARPAK-ULMA PACKAGING, LLC
Employer identification number (EIN):	272323413
NAIC Classification:	423990
NAIC Description:	Other Miscellaneous Durable Goods Merchant Wholesalers