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OX PAPER TUBE & CORE 401(K) PLAN 401k Plan overview

Plan NameOX PAPER TUBE & CORE 401(K) PLAN
Plan identification number 001

OX PAPER TUBE & CORE 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

OX PAPER TUBE & CORE, LLC has sponsored the creation of one or more 401k plans.

Company Name:OX PAPER TUBE & CORE, LLC
Employer identification number (EIN):465660730
NAIC Classification:322200

Additional information about OX PAPER TUBE & CORE, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-01-17
Company Identification Number: 0802915237
Legal Registered Office Address: 600 W ELM AVE

HANOVER
United States of America (USA)
17331

More information about OX PAPER TUBE & CORE, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OX PAPER TUBE & CORE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMANDA HARTLAUB
0012017-01-01AMANDA HARTLAUB
0012016-01-01KATHY AMBROSE2017-07-06
0012015-01-01KATHY AMBROSE2016-10-17
0012014-01-01AMANDA HARTLAUB2015-07-09 AMANDA HARTLAUB2015-07-09

Plan Statistics for OX PAPER TUBE & CORE 401(K) PLAN

401k plan membership statisitcs for OX PAPER TUBE & CORE 401(K) PLAN

Measure Date Value
2022: OX PAPER TUBE & CORE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01531
Total number of active participants reported on line 7a of the Form 55002022-01-01439
Number of retired or separated participants receiving benefits2022-01-0110
Number of other retired or separated participants entitled to future benefits2022-01-01147
Total of all active and inactive participants2022-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01596
Number of participants with account balances2022-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OX PAPER TUBE & CORE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01446
Total number of active participants reported on line 7a of the Form 55002021-01-01373
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-01144
Total of all active and inactive participants2021-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01531
Number of participants with account balances2021-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: OX PAPER TUBE & CORE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01445
Total number of active participants reported on line 7a of the Form 55002020-01-01366
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0179
Total of all active and inactive participants2020-01-01446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01446
Number of participants with account balances2020-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: OX PAPER TUBE & CORE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01353
Total number of active participants reported on line 7a of the Form 55002019-01-01338
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01106
Total of all active and inactive participants2019-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01445
Number of participants with account balances2019-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: OX PAPER TUBE & CORE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01179
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01197
Number of participants with account balances2018-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: OX PAPER TUBE & CORE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01174
Total number of active participants reported on line 7a of the Form 55002017-01-01150
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01163
Number of participants with account balances2017-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on OX PAPER TUBE & CORE 401(K) PLAN

Measure Date Value
2022 : OX PAPER TUBE & CORE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,290,924
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,534,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,423,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,021,478
Value of total assets at end of year2022-12-31$17,687,560
Value of total assets at beginning of year2022-12-31$20,512,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$110,978
Total interest from all sources2022-12-31$35,273
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$458,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$458,967
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,258,737
Participant contributions at end of year2022-12-31$553,755
Participant contributions at beginning of year2022-12-31$500,762
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$52,970
Other income not declared elsewhere2022-12-31$1,566
Administrative expenses (other) incurred2022-12-31$110,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,825,310
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,687,560
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,512,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,757,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,860,414
Interest on participant loans2022-12-31$22,563
Interest earned on other investments2022-12-31$12,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,376,346
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,151,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,808,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$709,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,423,408
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2022-12-31351307701
2021 : OX PAPER TUBE & CORE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,849,488
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,334,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,221,991
Expenses. Certain deemed distributions of participant loans2021-12-31$2,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,738,219
Value of total assets at end of year2021-12-31$20,512,870
Value of total assets at beginning of year2021-12-31$17,998,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,044
Total interest from all sources2021-12-31$36,423
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,034,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,034,802
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,034,814
Participant contributions at end of year2021-12-31$500,762
Participant contributions at beginning of year2021-12-31$456,949
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$97,128
Other income not declared elsewhere2021-12-31$5,711
Administrative expenses (other) incurred2021-12-31$110,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,514,813
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,512,870
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,998,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,860,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,303,259
Interest on participant loans2021-12-31$22,069
Interest earned on other investments2021-12-31$14,354
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,151,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,237,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,034,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$606,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,221,991
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2021-12-31351307701
2020 : OX PAPER TUBE & CORE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$11,925
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$3,729,916
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,152,550
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,041,630
Expenses. Certain deemed distributions of participant loans2020-12-31$15,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,593,453
Value of total assets at end of year2020-12-31$17,998,057
Value of total assets at beginning of year2020-12-31$16,408,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$95,023
Total interest from all sources2020-12-31$35,834
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$471,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$471,813
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$900,536
Participant contributions at end of year2020-12-31$456,949
Participant contributions at beginning of year2020-12-31$479,160
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$138,102
Other income not declared elsewhere2020-12-31$15,454
Administrative expenses (other) incurred2020-12-31$95,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,577,366
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,998,057
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,408,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,303,259
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,669,570
Interest on participant loans2020-12-31$24,675
Interest earned on other investments2020-12-31$11,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,237,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,260,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,613,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$554,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,041,630
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2020-12-31351307701
2019 : OX PAPER TUBE & CORE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$10,360,100
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$3,983,880
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,741,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,625,180
Expenses. Certain deemed distributions of participant loans2019-12-31$60,908
Value of total corrective distributions2019-12-31$1,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,763,398
Value of total assets at end of year2019-12-31$16,408,766
Value of total assets at beginning of year2019-12-31$3,806,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$53,714
Total interest from all sources2019-12-31$41,849
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$499,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$499,180
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,031,017
Participant contributions at end of year2019-12-31$479,160
Participant contributions at beginning of year2019-12-31$148,112
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$126,246
Other income not declared elsewhere2019-12-31$-20,644
Administrative expenses (other) incurred2019-12-31$53,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,242,583
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,408,766
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,806,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,669,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,566,369
Interest on participant loans2019-12-31$29,983
Interest earned on other investments2019-12-31$11,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$673
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$673
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,260,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$90,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,700,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$606,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,625,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2019-12-31351307701
2018 : OX PAPER TUBE & CORE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$415,423
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$479,269
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$245,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$779,143
Value of total assets at end of year2018-12-31$3,806,083
Value of total assets at beginning of year2018-12-31$3,156,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,312
Total interest from all sources2018-12-31$9,889
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$80,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$80,513
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$130,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$526,013
Participant contributions at end of year2018-12-31$148,112
Participant contributions at beginning of year2018-12-31$118,234
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$37,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$234,148
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,806,083
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,156,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$18,687
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,566,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,947,599
Interest on participant loans2018-12-31$7,312
Interest earned on other investments2018-12-31$1,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$673
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$90,929
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$90,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-390,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$215,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,809
Contract administrator fees2018-12-31$2,625
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2018-12-31351307701
2017 : OX PAPER TUBE & CORE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$50,225
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$1,388,418
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$90,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$71,766
Value of total corrective distributions2017-12-31$4,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$981,157
Value of total assets at end of year2017-12-31$3,156,512
Value of total assets at beginning of year2017-12-31$1,858,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,487
Total interest from all sources2017-12-31$4,347
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$89,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$89,246
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$130,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$390,702
Participant contributions at end of year2017-12-31$118,234
Participant contributions at beginning of year2017-12-31$63,672
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$380,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,298,044
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,156,512
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,858,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$10,845
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,947,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,766,044
Interest on participant loans2017-12-31$3,558
Interest earned on other investments2017-12-31$789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$90,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$28,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$313,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$209,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$71,766
Contract administrator fees2017-12-31$3,642
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2017-12-31351307701

Form 5500 Responses for OX PAPER TUBE & CORE 401(K) PLAN

2022: OX PAPER TUBE & CORE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OX PAPER TUBE & CORE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OX PAPER TUBE & CORE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OX PAPER TUBE & CORE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OX PAPER TUBE & CORE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OX PAPER TUBE & CORE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1297
Policy instance 1
Insurance contract or identification numberDH1297
Number of Individuals Covered596
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1297
Policy instance 1
Insurance contract or identification numberDH1297
Number of Individuals Covered531
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberDH1297
Policy instance 1
Insurance contract or identification numberDH1297
Number of Individuals Covered446
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1297
Policy instance 1
Insurance contract or identification numberYH1297
Number of Individuals Covered445
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1776-9
Policy instance 2
Insurance contract or identification number037-1776-9
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1776-9
Policy instance 1
Insurance contract or identification number037-1776-9
Number of Individuals Covered197
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number037-1776-9
Policy instance 1
Insurance contract or identification number037-1776-9
Number of Individuals Covered163
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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