ELBERTA CRATE & BOX CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELBERTA CRATE & BOX, INC. 401K PLAN
401k plan membership statisitcs for ELBERTA CRATE & BOX, INC. 401K PLAN
Measure | Date | Value |
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2022 : ELBERTA CRATE & BOX, INC. 401K PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-58,467 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $203,656 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $199,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $83,593 |
Value of total assets at end of year | 2022-12-31 | $720,338 |
Value of total assets at beginning of year | 2022-12-31 | $982,461 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,342 |
Total interest from all sources | 2022-12-31 | $4,921 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $44,392 |
Administrative expenses (other) incurred | 2022-12-31 | $4,342 |
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 | $-262,123 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $720,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $982,461 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $482,106 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $742,888 |
Interest earned on other investments | 2022-12-31 | $4,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $238,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $239,573 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-146,981 |
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 | $39,201 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $199,314 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2022-12-31 | 721396621 |
2021 : ELBERTA CRATE & BOX, INC. 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $195,656 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $100,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $96,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $107,129 |
Value of total assets at end of year | 2021-12-31 | $982,461 |
Value of total assets at beginning of year | 2021-12-31 | $887,222 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,176 |
Total interest from all sources | 2021-12-31 | $4,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $57,536 |
Administrative expenses (other) incurred | 2021-12-31 | $4,176 |
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 | $95,239 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $982,461 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $887,222 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $742,888 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $661,485 |
Interest earned on other investments | 2021-12-31 | $4,980 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $239,573 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $225,737 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $83,547 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $49,593 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $96,241 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2021-12-31 | 721396621 |
2020 : ELBERTA CRATE & BOX, INC. 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $257,489 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $308,540 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $304,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $115,424 |
Value of total assets at end of year | 2020-12-31 | $887,222 |
Value of total assets at beginning of year | 2020-12-31 | $938,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,067 |
Total interest from all sources | 2020-12-31 | $5,470 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $62,569 |
Administrative expenses (other) incurred | 2020-12-31 | $4,067 |
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 | $-51,051 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $887,222 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $938,273 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $661,485 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $715,098 |
Interest earned on other investments | 2020-12-31 | $5,470 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $225,737 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $223,175 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $136,595 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $52,855 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $304,473 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2020-12-31 | 721396621 |
2019 : ELBERTA CRATE & BOX, INC. 401K PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $236,290 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $76,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $71,964 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $108,745 |
Value of total assets at end of year | 2019-12-31 | $938,273 |
Value of total assets at beginning of year | 2019-12-31 | $778,093 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,146 |
Total interest from all sources | 2019-12-31 | $5,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $60,717 |
Administrative expenses (other) incurred | 2019-12-31 | $4,146 |
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 | $160,180 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $938,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $778,093 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $715,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $572,475 |
Interest earned on other investments | 2019-12-31 | $5,532 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $223,175 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $205,618 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $122,013 |
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 |
Contributions received in cash from employer | 2019-12-31 | $48,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $71,964 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2019-12-31 | 721396621 |
2018 : ELBERTA CRATE & BOX, INC. 401K PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $72,744 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $45,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $41,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $107,479 |
Value of total assets at end of year | 2018-12-31 | $778,093 |
Value of total assets at beginning of year | 2018-12-31 | $751,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,088 |
Total interest from all sources | 2018-12-31 | $5,199 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $59,953 |
Administrative expenses (other) incurred | 2018-12-31 | $4,088 |
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 | $27,071 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $778,093 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $751,022 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $572,475 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $575,286 |
Interest earned on other investments | 2018-12-31 | $5,199 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $205,618 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $175,736 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-39,934 |
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 |
Contributions received in cash from employer | 2018-12-31 | $47,526 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $41,585 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2018-12-31 | 721396621 |
2017 : ELBERTA CRATE & BOX, INC. 401K PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $202,030 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $63,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $59,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $110,184 |
Value of total assets at end of year | 2017-12-31 | $751,022 |
Value of total assets at beginning of year | 2017-12-31 | $612,893 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,242 |
Total interest from all sources | 2017-12-31 | $4,744 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $60,905 |
Administrative expenses (other) incurred | 2017-12-31 | $4,242 |
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 | $138,129 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $751,022 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $612,893 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $575,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $460,516 |
Interest earned on other investments | 2017-12-31 | $4,744 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $175,736 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $152,377 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $87,102 |
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 |
Contributions received in cash from employer | 2017-12-31 | $49,279 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $59,659 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CARR, RIGGS & INGRAM, LLC |
Accountancy firm EIN | 2017-12-31 | 721396621 |
2016 : ELBERTA CRATE & BOX, INC. 401K PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $120,338 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $56,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $52,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $97,635 |
Value of total assets at end of year | 2016-12-31 | $612,893 |
Value of total assets at beginning of year | 2016-12-31 | $549,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,941 |
Total interest from all sources | 2016-12-31 | $4,151 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $54,100 |
Administrative expenses (other) incurred | 2016-12-31 | $3,941 |
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 | $63,435 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $612,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $549,458 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $460,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $417,765 |
Interest earned on other investments | 2016-12-31 | $4,151 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $152,377 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $131,693 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $18,552 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
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 |
Contributions received in cash from employer | 2016-12-31 | $43,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $52,962 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | THOMAS HOWELL FERGUSON P.A. |
Accountancy firm EIN | 2016-12-31 | 593186310 |
2015 : ELBERTA CRATE & BOX, INC. 401K PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $103,013 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $31,994 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $30,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $100,823 |
Value of total assets at end of year | 2015-12-31 | $549,458 |
Value of total assets at beginning of year | 2015-12-31 | $478,439 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,282 |
Total interest from all sources | 2015-12-31 | $3,605 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $55,700 |
Administrative expenses (other) incurred | 2015-12-31 | $1,282 |
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 | $71,019 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $549,458 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $478,439 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $417,765 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $367,972 |
Interest earned on other investments | 2015-12-31 | $3,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $131,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $110,467 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-1,415 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 |
Contributions received in cash from employer | 2015-12-31 | $45,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $30,712 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | THOMAS HOWELL FERGUSON P.A. |
Accountancy firm EIN | 2015-12-31 | 593186310 |
2014 : ELBERTA CRATE & BOX, INC. 401K PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $84,245 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $160,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $156,052 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $75,016 |
Value of total assets at end of year | 2014-12-31 | $478,439 |
Value of total assets at beginning of year | 2014-12-31 | $554,285 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $4,039 |
Total interest from all sources | 2014-12-31 | $3,061 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $44,879 |
Administrative expenses (other) incurred | 2014-12-31 | $4,039 |
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 | $-75,846 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $478,439 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $554,285 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $367,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $449,379 |
Interest earned on other investments | 2014-12-31 | $3,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $110,467 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $104,906 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $6,168 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
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 |
Contributions received in cash from employer | 2014-12-31 | $30,137 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $156,052 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | THOMAS HOWELL FERGUSON P.A. |
Accountancy firm EIN | 2014-12-31 | 593186310 |
2013 : ELBERTA CRATE & BOX, INC. 401K PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 | $140,404 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $78,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $75,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $76,027 |
Value of total assets at end of year | 2013-12-31 | $554,285 |
Value of total assets at beginning of year | 2013-12-31 | $492,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,051 |
Total interest from all sources | 2013-12-31 | $3,049 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $47,299 |
Administrative expenses (other) incurred | 2013-12-31 | $3,051 |
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 | $61,758 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $554,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $492,527 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $449,379 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $394,255 |
Interest earned on other investments | 2013-12-31 | $3,049 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $104,906 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $98,272 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $61,328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
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 |
Contributions received in cash from employer | 2013-12-31 | $28,728 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $75,595 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CARR, RIGGS, & INGRAM |
Accountancy firm EIN | 2013-12-31 | 721396621 |
2012 : ELBERTA CRATE & BOX, INC. 401K PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $89,694 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $42,969 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $38,968 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $57,021 |
Value of total assets at end of year | 2012-12-31 | $492,527 |
Value of total assets at beginning of year | 2012-12-31 | $445,802 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,001 |
Total interest from all sources | 2012-12-31 | $2,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $0 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $36,061 |
Administrative expenses (other) incurred | 2012-12-31 | $4,001 |
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 | $46,725 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $492,527 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $445,802 |
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 in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $394,255 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $361,342 |
Interest earned on other investments | 2012-12-31 | $2,691 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $98,272 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $84,460 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $9,934 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $20,048 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 |
Contributions received in cash from employer | 2012-12-31 | $20,960 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $38,968 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CARR, RIGGS, & INGRAM |
Accountancy firm EIN | 2012-12-31 | 721396621 |
2011 : ELBERTA CRATE & BOX, INC. 401K PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $47,701 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $94,922 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $90,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $49,192 |
Value of total assets at end of year | 2011-12-31 | $445,802 |
Value of total assets at beginning of year | 2011-12-31 | $493,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,987 |
Total interest from all sources | 2011-12-31 | $2,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $30,125 |
Administrative expenses (other) incurred | 2011-12-31 | $3,987 |
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 | $-47,221 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $445,802 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $493,023 |
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 in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $361,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $418,201 |
Interest earned on other investments | 2011-12-31 | $2,328 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $84,460 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $74,822 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-3,819 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 |
Contributions received in cash from employer | 2011-12-31 | $19,067 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $90,935 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CARR, RIGGS, & INGRAM |
Accountancy firm EIN | 2011-12-31 | 721396621 |
2010 : ELBERTA CRATE & BOX, INC. 401K PLAN 2010 401k financial data |
---|
Total income from all sources (including contributions) | 2010-12-31 | $91,971 |
Total of all expenses incurred | 2010-12-31 | $12,579 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $9,575 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,819 |
Value of total assets at end of year | 2010-12-31 | $493,023 |
Value of total assets at beginning of year | 2010-12-31 | $413,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,004 |
Total interest from all sources | 2010-12-31 | $2,088 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $32,252 |
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 | $79,392 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $493,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $413,631 |
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 |
Investment advisory and management fees | 2010-12-31 | $3,004 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $418,201 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $348,538 |
Interest earned on other investments | 2010-12-31 | $2,088 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $74,822 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $65,093 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $36,064 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
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 |
Contributions received in cash from employer | 2010-12-31 | $21,567 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,575 |
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 | 2010-12-31 | No |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LANIGAN & ASSOCIATES, P.C. |
Accountancy firm EIN | 2010-12-31 | 581304721 |