THE APEX PAPER BOX COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN
401k plan membership statisitcs for APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN
Measure | Date | Value |
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2023 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2023 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $2,128,739 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $2,128,739 |
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 | $2,773,584 |
Total loss/gain on sale of assets | 2023-12-31 | $391,589 |
Total of all expenses incurred | 2023-12-31 | $190,291 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $178,985 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $187,466 |
Value of total assets at end of year | 2023-12-31 | $7,577,302 |
Value of total assets at beginning of year | 2023-12-31 | $4,994,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $11,306 |
Total interest from all sources | 2023-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $65,790 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
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 | $166,153 |
Administrative expenses (other) incurred | 2023-12-31 | $306 |
Total non interest bearing cash at end of year | 2023-12-31 | $45,963 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $12,878 |
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 | $2,583,293 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $7,577,302 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,994,009 |
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 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
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 | $21,313 |
Employer contributions (assets) at end of year | 2023-12-31 | $21,313 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $262,223 |
Income. Dividends from common stock | 2023-12-31 | $65,790 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $178,985 |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $7,510,026 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $4,718,908 |
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 |
Aggregate proceeds on sale of assets | 2023-12-31 | $3,066,218 |
Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $2,674,629 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2023-12-31 | 341904516 |
2022 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,738,314 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,738,314 |
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 | $-1,487,932 |
Total loss/gain on sale of assets | 2022-12-31 | $-214,587 |
Total of all expenses incurred | 2022-12-31 | $595,815 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $585,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $398,698 |
Value of total assets at end of year | 2022-12-31 | $4,994,009 |
Value of total assets at beginning of year | 2022-12-31 | $7,077,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $10,644 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $66,271 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $10,300 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $136,475 |
Administrative expenses (other) incurred | 2022-12-31 | $344 |
Total non interest bearing cash at end of year | 2022-12-31 | $12,878 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $43,615 |
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 | $-2,083,747 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,994,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,077,756 |
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 |
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 | $262,223 |
Employer contributions (assets) at end of year | 2022-12-31 | $262,223 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $163,602 |
Income. Dividends from common stock | 2022-12-31 | $66,271 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $585,171 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $4,718,908 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $6,870,539 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $223,507 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $438,094 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2022-12-31 | 341904516 |
2021 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $1,836,689 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $1,836,689 |
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 | $2,215,591 |
Total loss/gain on sale of assets | 2021-12-31 | $47,236 |
Total of all expenses incurred | 2021-12-31 | $333,925 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $316,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $280,504 |
Value of total assets at end of year | 2021-12-31 | $7,077,756 |
Value of total assets at beginning of year | 2021-12-31 | $5,196,090 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $16,979 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $51,162 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $16,700 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $750,000 |
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 | $116,902 |
Administrative expenses (other) incurred | 2021-12-31 | $279 |
Total non interest bearing cash at end of year | 2021-12-31 | $43,615 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $55,365 |
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 | $1,881,666 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,077,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,196,090 |
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 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $1,056,923 |
Contributions received in cash from employer | 2021-12-31 | $163,602 |
Employer contributions (assets) at end of year | 2021-12-31 | $163,602 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $51,162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $316,946 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $6,870,539 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $4,083,802 |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $586,546 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $539,310 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | D'AMORE TATMMAN GROUP LLC |
Accountancy firm EIN | 2021-12-31 | 341904516 |
2020 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $1,235,149 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $1,235,149 |
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 | $1,394,463 |
Total loss/gain on sale of assets | 2020-12-31 | $-8,131 |
Total of all expenses incurred | 2020-12-31 | $110,380 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $94,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $129,371 |
Value of total assets at end of year | 2020-12-31 | $5,196,090 |
Value of total assets at beginning of year | 2020-12-31 | $3,912,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,380 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $38,074 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $16,100 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $750,000 |
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 | $129,371 |
Administrative expenses (other) incurred | 2020-12-31 | $280 |
Total non interest bearing cash at end of year | 2020-12-31 | $55,365 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $36,339 |
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 | $1,284,083 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,196,090 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,912,007 |
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 |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $1,056,923 |
Income. Dividends from common stock | 2020-12-31 | $38,074 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $94,000 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $4,083,802 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $2,818,745 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $317,503 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $325,634 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2020-12-31 | 341904516 |
2019 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $721,536 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $721,536 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $901,409 |
Total loss/gain on sale of assets | 2019-12-31 | $4,877 |
Total of all expenses incurred | 2019-12-31 | $234,996 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $218,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $131,968 |
Value of total assets at end of year | 2019-12-31 | $3,912,007 |
Value of total assets at beginning of year | 2019-12-31 | $3,245,594 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $16,630 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $43,028 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $16,349 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $131,968 |
Administrative expenses (other) incurred | 2019-12-31 | $281 |
Total non interest bearing cash at end of year | 2019-12-31 | $36,339 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $20,333 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $666,413 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,912,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,245,594 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $1,056,923 |
Income. Dividends from common stock | 2019-12-31 | $43,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $218,366 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $2,818,745 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $2,168,338 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $146,849 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $141,972 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2019-12-31 | 341904516 |
2018 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2018 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-173,788 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-173,788 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-18,864 |
Total loss/gain on sale of assets | 2018-12-31 | $-1,868 |
Total of all expenses incurred | 2018-12-31 | $255,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $239,073 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $117,883 |
Value of total assets at end of year | 2018-12-31 | $3,245,594 |
Value of total assets at beginning of year | 2018-12-31 | $3,519,780 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,249 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $38,909 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $16,000 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $117,883 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $396 |
Administrative expenses (other) incurred | 2018-12-31 | $249 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $20,333 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $23,099 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-274,186 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,245,594 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,519,780 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $1,056,923 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $38,909 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $239,073 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $2,168,338 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $2,439,362 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $142,285 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $144,153 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2018-12-31 | 341904516 |
2017 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $550,740 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $550,740 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $672,245 |
Total loss/gain on sale of assets | 2017-12-31 | $-31,847 |
Total of all expenses incurred | 2017-12-31 | $217,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $198,164 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $108,900 |
Value of total assets at end of year | 2017-12-31 | $3,519,780 |
Value of total assets at beginning of year | 2017-12-31 | $3,065,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $19,789 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $44,452 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $19,568 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $108,900 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $396 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $221 |
Total non interest bearing cash at end of year | 2017-12-31 | $23,099 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $66,193 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $454,292 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,519,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,065,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $1,056,923 |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $44,452 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $198,164 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $2,439,362 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $1,942,372 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $439,121 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $470,968 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2017-12-31 | 341904516 |
2016 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $326,814 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $326,814 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $439,806 |
Total loss/gain on sale of assets | 2016-12-31 | $-31,369 |
Total of all expenses incurred | 2016-12-31 | $158,986 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $149,861 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $107,244 |
Value of total assets at end of year | 2016-12-31 | $3,065,488 |
Value of total assets at beginning of year | 2016-12-31 | $2,784,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $9,125 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $37,117 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $9,125 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $107,244 |
Total non interest bearing cash at end of year | 2016-12-31 | $66,193 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $162,420 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $280,820 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,065,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,784,668 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $1,056,923 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $57,956 |
Income. Dividends from common stock | 2016-12-31 | $37,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $149,861 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $1,942,372 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $1,507,369 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $372,857 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $404,226 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2016-12-31 | 341904516 |
2015 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $49,760 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $49,760 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $144,439 |
Total loss/gain on sale of assets | 2015-12-31 | $-97,437 |
Total of all expenses incurred | 2015-12-31 | $157,748 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $149,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $161,240 |
Value of total assets at end of year | 2015-12-31 | $2,784,668 |
Value of total assets at beginning of year | 2015-12-31 | $2,797,977 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,900 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $30,876 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $7,900 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $103,284 |
Total non interest bearing cash at end of year | 2015-12-31 | $162,420 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $314,748 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-13,309 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,784,668 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,797,977 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $1,056,923 |
Contributions received in cash from employer | 2015-12-31 | $57,956 |
Employer contributions (assets) at end of year | 2015-12-31 | $57,956 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $19,525 |
Income. Dividends from common stock | 2015-12-31 | $30,876 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $149,848 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $1,507,369 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $1,406,781 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $1,958,018 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $2,055,455 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2015-12-31 | 341904516 |
2014 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $139,874 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $139,874 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $240,170 |
Total loss/gain on sale of assets | 2014-12-31 | $-35,477 |
Total of all expenses incurred | 2014-12-31 | $102,485 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $94,785 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $106,855 |
Value of total assets at end of year | 2014-12-31 | $2,797,977 |
Value of total assets at beginning of year | 2014-12-31 | $2,660,292 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $7,700 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $28,918 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $7,700 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $87,330 |
Total non interest bearing cash at end of year | 2014-12-31 | $314,748 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $656,953 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $137,685 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,797,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,660,292 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Assets. Invements in employer securities at end of year | 2014-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $1,056,923 |
Contributions received in cash from employer | 2014-12-31 | $19,525 |
Employer contributions (assets) at end of year | 2014-12-31 | $19,525 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $10,612 |
Income. Dividends from common stock | 2014-12-31 | $28,918 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $94,785 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $1,406,781 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $935,804 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $2,596,861 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $2,632,338 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2014-12-31 | 341904516 |
2013 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $99,502 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $99,502 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $374,315 |
Total loss/gain on sale of assets | 2013-12-31 | $145,842 |
Total of all expenses incurred | 2013-12-31 | $93,389 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $86,089 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $97,340 |
Value of total assets at end of year | 2013-12-31 | $2,660,292 |
Value of total assets at beginning of year | 2013-12-31 | $2,379,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,300 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $31,631 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $7,300 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $450,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $86,728 |
Total non interest bearing cash at end of year | 2013-12-31 | $656,953 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $164,241 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $280,926 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,660,292 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,379,366 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at end of year | 2013-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $1,056,923 |
Contributions received in cash from employer | 2013-12-31 | $10,612 |
Employer contributions (assets) at end of year | 2013-12-31 | $10,612 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $31,689 |
Income. Dividends from common stock | 2013-12-31 | $31,631 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $86,089 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $935,804 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $1,126,513 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $5,882,381 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $5,736,539 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2013-12-31 | 341904516 |
2012 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $8,756 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $8,756 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $158,934 |
Total loss/gain on sale of assets | 2012-12-31 | $26,783 |
Total of all expenses incurred | 2012-12-31 | $170,421 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $163,171 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $103,877 |
Value of total assets at end of year | 2012-12-31 | $2,379,366 |
Value of total assets at beginning of year | 2012-12-31 | $2,390,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,250 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $19,518 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $7,200 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $450,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $72,512 |
Administrative expenses (other) incurred | 2012-12-31 | $50 |
Total non interest bearing cash at end of year | 2012-12-31 | $164,241 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $52,167 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-11,487 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,379,366 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,390,853 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Assets. Invements in employer securities at end of year | 2012-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $1,056,923 |
Contributions received in cash from employer | 2012-12-31 | $31,365 |
Employer contributions (assets) at end of year | 2012-12-31 | $31,689 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $18,047 |
Income. Dividends from common stock | 2012-12-31 | $19,518 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $163,171 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $1,126,513 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $1,263,146 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $8,089,234 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $8,062,451 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2012-12-31 | 341904516 |
2011 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $11,619 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $11,619 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $-8,163 |
Total loss/gain on sale of assets | 2011-12-31 | $-126,319 |
Total of all expenses incurred | 2011-12-31 | $91,439 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $85,211 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $84,003 |
Value of total assets at end of year | 2011-12-31 | $2,390,853 |
Value of total assets at beginning of year | 2011-12-31 | $2,490,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,228 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $22,534 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $6,200 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $450,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $64,991 |
Administrative expenses (other) incurred | 2011-12-31 | $28 |
Total non interest bearing cash at end of year | 2011-12-31 | $52,167 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $161,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-99,602 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,390,853 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,490,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $570 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $1,056,923 |
Contributions received in cash from employer | 2011-12-31 | $19,012 |
Employer contributions (assets) at end of year | 2011-12-31 | $18,047 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $36,689 |
Income. Dividends from common stock | 2011-12-31 | $22,534 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $85,211 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $1,263,146 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,234,773 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $15,305,249 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $15,431,568 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | D'AMORE TATMAN GROUP, LLC |
Accountancy firm EIN | 2011-12-31 | 341904516 |
2010 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $143 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $143 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $118,759 |
Total loss/gain on sale of assets | 2010-12-31 | $-3,624 |
Total of all expenses incurred | 2010-12-31 | $202,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $196,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $102,557 |
Value of total assets at end of year | 2010-12-31 | $2,490,455 |
Value of total assets at beginning of year | 2010-12-31 | $2,574,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,900 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $19,682 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $5,900 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $450,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $65,868 |
Participant contributions at beginning of year | 2010-12-31 | $695 |
Other income not declared elsewhere | 2010-12-31 | $1 |
Total non interest bearing cash at end of year | 2010-12-31 | $161,500 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $274,727 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-84,105 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,490,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,574,560 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $570 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $570 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $1,056,923 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $1,056,923 |
Contributions received in cash from employer | 2010-12-31 | $36,689 |
Employer contributions (assets) at end of year | 2010-12-31 | $36,689 |
Income. Dividends from common stock | 2010-12-31 | $19,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $196,964 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,234,773 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $1,241,645 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $11,620,511 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $11,624,135 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | D'AMORE TATMAN GROUP LLC |
Accountancy firm EIN | 2010-12-31 | 341904516 |
2009 : APEX PAPER BOX COMPANY PROFIT-SHARING & SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |