PACKAGING SPECIALTIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION PLAN
401k plan membership statisitcs for PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION PLAN
Measure | Date | Value |
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2022 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $100,934 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,283,176 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,122,491 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $29,042 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,740,327 |
Value of total assets at end of year | 2022-12-31 | $23,246,887 |
Value of total assets at beginning of year | 2022-12-31 | $24,429,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $131,643 |
Total interest from all sources | 2022-12-31 | $41,632 |
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 | $1,456,638 |
Participant contributions at end of year | 2022-12-31 | $895,159 |
Participant contributions at beginning of year | 2022-12-31 | $697,614 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $2,006 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $201,351 |
Administrative expenses (other) incurred | 2022-12-31 | $131,643 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,182,242 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $23,246,887 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $24,429,129 |
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 pooled separate accounts at end of year | 2022-12-31 | $15,966,320 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $17,554,125 |
Interest on participant loans | 2022-12-31 | $41,555 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $77 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $6,385,408 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $6,174,313 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,819,666 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $138,641 |
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 | $1,082,338 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,122,491 |
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 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $5,483,853 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,560,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,419,146 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $1,670 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,266,304 |
Value of total assets at end of year | 2021-12-31 | $24,429,129 |
Value of total assets at beginning of year | 2021-12-31 | $20,505,890 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $139,798 |
Total interest from all sources | 2021-12-31 | $143,783 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,285,434 |
Participant contributions at end of year | 2021-12-31 | $697,614 |
Participant contributions at beginning of year | 2021-12-31 | $591,529 |
Participant contributions at end of year | 2021-12-31 | $2,006 |
Participant contributions at beginning of year | 2021-12-31 | $1,374 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $28,551 |
Administrative expenses (other) incurred | 2021-12-31 | $139,798 |
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 | $3,923,239 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $24,429,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $20,505,890 |
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 pooled separate accounts at end of year | 2021-12-31 | $17,554,125 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $15,084,796 |
Interest on participant loans | 2021-12-31 | $32,214 |
Interest earned on other investments | 2021-12-31 | $111,569 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $6,174,313 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $4,827,552 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $3,073,766 |
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 | $952,319 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,071 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $639 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,419,146 |
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 | Disclaimer |
Accountancy firm name | 2021-12-31 | FOVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $4,092,626 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $800,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $684,747 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $13,679 |
Value of total corrective distributions | 2020-12-31 | $366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,245,517 |
Value of total assets at end of year | 2020-12-31 | $20,505,890 |
Value of total assets at beginning of year | 2020-12-31 | $17,214,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $102,055 |
Total interest from all sources | 2020-12-31 | $138,441 |
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 | $1,266,233 |
Participant contributions at end of year | 2020-12-31 | $591,529 |
Participant contributions at beginning of year | 2020-12-31 | $550,026 |
Participant contributions at end of year | 2020-12-31 | $1,374 |
Participant contributions at beginning of year | 2020-12-31 | $144,303 |
Administrative expenses (other) incurred | 2020-12-31 | $102,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $3,291,779 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $20,505,890 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $17,214,111 |
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 pooled separate accounts at end of year | 2020-12-31 | $15,084,796 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $12,056,755 |
Interest on participant loans | 2020-12-31 | $34,166 |
Interest earned on other investments | 2020-12-31 | $103,225 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $4,827,552 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $4,360,812 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,708,668 |
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 | $979,284 |
Employer contributions (assets) at end of year | 2020-12-31 | $639 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $102,215 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $684,747 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2020-12-31 | 203765576 |
2019 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
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 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 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 | $4,787,600 |
Total income from all sources (including contributions) | 2019-12-31 | $4,787,600 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,405,674 |
Total of all expenses incurred | 2019-12-31 | $1,405,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,304,530 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,304,530 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $30,923 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $30,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,097,706 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,097,706 |
Value of total assets at end of year | 2019-12-31 | $17,214,111 |
Value of total assets at end of year | 2019-12-31 | $17,214,111 |
Value of total assets at beginning of year | 2019-12-31 | $13,832,185 |
Value of total assets at beginning of year | 2019-12-31 | $13,832,185 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $70,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $70,221 |
Total interest from all sources | 2019-12-31 | $138,217 |
Total interest from all sources | 2019-12-31 | $138,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
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 |
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 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,185,590 |
Contributions received from participants | 2019-12-31 | $1,185,590 |
Participant contributions at end of year | 2019-12-31 | $550,026 |
Participant contributions at end of year | 2019-12-31 | $550,026 |
Participant contributions at beginning of year | 2019-12-31 | $528,505 |
Participant contributions at beginning of year | 2019-12-31 | $528,505 |
Participant contributions at end of year | 2019-12-31 | $144,303 |
Participant contributions at end of year | 2019-12-31 | $144,303 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
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 |
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 | $3,381,926 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,214,111 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $17,214,111 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,832,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $13,832,185 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 pooled separate accounts at end of year | 2019-12-31 | $12,056,755 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $12,056,755 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,780,117 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,780,117 |
Interest on participant loans | 2019-12-31 | $30,924 |
Interest on participant loans | 2019-12-31 | $30,924 |
Interest earned on other investments | 2019-12-31 | $107,293 |
Interest earned on other investments | 2019-12-31 | $107,293 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $4,360,812 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $4,360,812 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,523,563 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $4,523,563 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,551,677 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $2,551,677 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 |
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 | $912,116 |
Contributions received in cash from employer | 2019-12-31 | $912,116 |
Employer contributions (assets) at end of year | 2019-12-31 | $102,215 |
Employer contributions (assets) at end of year | 2019-12-31 | $102,215 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,304,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,304,530 |
Contract administrator fees | 2019-12-31 | $70,221 |
Contract administrator fees | 2019-12-31 | $70,221 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm name | 2019-12-31 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2019-12-31 | 203765576 |
Accountancy firm EIN | 2019-12-31 | 203765576 |
2018 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $1,698,870 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $825,636 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $821,326 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,552,578 |
Value of total assets at end of year | 2018-12-31 | $13,832,185 |
Value of total assets at beginning of year | 2018-12-31 | $12,958,951 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,310 |
Total interest from all sources | 2018-12-31 | $131,657 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,148,661 |
Participant contributions at end of year | 2018-12-31 | $528,505 |
Participant contributions at beginning of year | 2018-12-31 | $569,501 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $135,609 |
Other income not declared elsewhere | 2018-12-31 | $439 |
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 | $873,234 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $13,832,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $12,958,951 |
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 pooled separate accounts at end of year | 2018-12-31 | $8,780,117 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $8,418,971 |
Interest on participant loans | 2018-12-31 | $27,812 |
Interest earned on other investments | 2018-12-31 | $103,845 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $4,523,563 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $3,970,479 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-985,804 |
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 | $1,268,308 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $821,326 |
Contract administrator fees | 2018-12-31 | $4,310 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2018-12-31 | 203765576 |
2017 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION PLAN 2017 401k financial data |
---|
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 | $2,871,452 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $918,839 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $913,230 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $1,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,543,484 |
Value of total assets at end of year | 2017-12-31 | $12,958,951 |
Value of total assets at beginning of year | 2017-12-31 | $11,006,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $4,335 |
Total interest from all sources | 2017-12-31 | $122,097 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $843,677 |
Participant contributions at end of year | 2017-12-31 | $569,501 |
Participant contributions at beginning of year | 2017-12-31 | $517,723 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $10,772 |
Administrative expenses (other) incurred | 2017-12-31 | $4,335 |
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 | $1,952,613 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $12,958,951 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $11,006,338 |
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 pooled separate accounts at end of year | 2017-12-31 | $8,418,971 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,077,041 |
Interest on participant loans | 2017-12-31 | $23,305 |
Interest earned on other investments | 2017-12-31 | $98,792 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $3,970,479 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $3,411,574 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,205,871 |
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 | Yes |
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 | $689,035 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $913,230 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2017-12-31 | 203765576 |
2016 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION PLAN 2016 401k financial data |
---|
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 | $2,337,370 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $691,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $676,872 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $10,900 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,533,978 |
Value of total assets at end of year | 2016-12-31 | $11,006,338 |
Value of total assets at beginning of year | 2016-12-31 | $9,360,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,734 |
Total interest from all sources | 2016-12-31 | $100,492 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,555 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $755,743 |
Participant contributions at end of year | 2016-12-31 | $517,723 |
Participant contributions at beginning of year | 2016-12-31 | $443,334 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $153,490 |
Administrative expenses (other) incurred | 2016-12-31 | $3,734 |
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 | $1,645,864 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $11,006,338 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,360,474 |
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 pooled separate accounts at end of year | 2016-12-31 | $7,077,041 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,205,309 |
Interest on participant loans | 2016-12-31 | $20,937 |
Interest earned on other investments | 2016-12-31 | $79,555 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $3,411,574 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $2,711,831 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $701,345 |
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 | $624,745 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $676,872 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2016-12-31 | 203765576 |
2015 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $1,037,988 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $942,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $938,948 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,062,320 |
Value of total assets at end of year | 2015-12-31 | $9,360,474 |
Value of total assets at beginning of year | 2015-12-31 | $9,265,069 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,635 |
Total interest from all sources | 2015-12-31 | $91,087 |
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 | $100,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $575,488 |
Participant contributions at end of year | 2015-12-31 | $443,334 |
Participant contributions at beginning of year | 2015-12-31 | $386,621 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $3,635 |
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 | $95,405 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,360,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,265,069 |
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 pooled separate accounts at end of year | 2015-12-31 | $6,205,309 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $5,765,228 |
Interest on participant loans | 2015-12-31 | $15,794 |
Interest earned on other investments | 2015-12-31 | $75,293 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $2,711,831 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $3,113,220 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-115,419 |
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 | $486,832 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $938,948 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2015-12-31 | 203765576 |
2014 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $1,615,970 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $734,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $713,336 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $17,633 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,256,955 |
Value of total assets at end of year | 2014-12-31 | $9,265,069 |
Value of total assets at beginning of year | 2014-12-31 | $8,383,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,609 |
Total interest from all sources | 2014-12-31 | $85,168 |
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 | $100,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $689,574 |
Participant contributions at end of year | 2014-12-31 | $386,621 |
Participant contributions at beginning of year | 2014-12-31 | $305,664 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $118,069 |
Administrative expenses (other) incurred | 2014-12-31 | $3,609 |
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 | $881,392 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,265,069 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,383,677 |
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 pooled separate accounts at end of year | 2014-12-31 | $5,765,228 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $5,168,035 |
Interest on participant loans | 2014-12-31 | $13,768 |
Interest earned on other investments | 2014-12-31 | $71,400 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $3,113,220 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $2,700,180 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $273,847 |
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 | $567,381 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $91,729 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $713,336 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2014-12-31 | 203765576 |
2013 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $2,303,819 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $224,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $214,251 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $4,461 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,174,729 |
Value of total assets at end of year | 2013-12-31 | $8,383,677 |
Value of total assets at beginning of year | 2013-12-31 | $6,304,529 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $5,959 |
Total interest from all sources | 2013-12-31 | $75,093 |
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 | $100,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $635,824 |
Participant contributions at end of year | 2013-12-31 | $305,664 |
Participant contributions at beginning of year | 2013-12-31 | $354,953 |
Participant contributions at end of year | 2013-12-31 | $118,069 |
Participant contributions at beginning of year | 2013-12-31 | $109,336 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $15,447 |
Administrative expenses (other) incurred | 2013-12-31 | $5,959 |
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 | $2,079,148 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,383,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,304,529 |
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 pooled separate accounts at end of year | 2013-12-31 | $5,168,035 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,565,915 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $13,076 |
Interest earned on other investments | 2013-12-31 | $62,017 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $2,700,180 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $2,185,754 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,053,997 |
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 | $523,458 |
Employer contributions (assets) at end of year | 2013-12-31 | $91,729 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $88,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $214,251 |
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 | STEVEN H. BERTRAM, CPA P.A. |
Accountancy firm EIN | 2013-12-31 | 203765576 |
2012 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $1,655,750 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $561,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $550,364 |
Value of total corrective distributions | 2012-12-31 | $5,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,136,032 |
Value of total assets at end of year | 2012-12-31 | $6,304,529 |
Value of total assets at beginning of year | 2012-12-31 | $5,209,801 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $5,339 |
Total interest from all sources | 2012-12-31 | $66,694 |
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 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $624,580 |
Participant contributions at end of year | 2012-12-31 | $354,953 |
Participant contributions at beginning of year | 2012-12-31 | $294,367 |
Participant contributions at end of year | 2012-12-31 | $109,336 |
Participant contributions at beginning of year | 2012-12-31 | $4,261 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $5,339 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,094,728 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,304,529 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,209,801 |
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 pooled separate accounts at end of year | 2012-12-31 | $3,565,915 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,918,673 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $12,308 |
Interest earned on other investments | 2012-12-31 | $54,386 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $2,185,754 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,992,500 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $453,024 |
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 | $511,452 |
Employer contributions (assets) at end of year | 2012-12-31 | $88,571 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $550,364 |
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 | HARLAN TIFFEE, CPA P.A. |
Accountancy firm EIN | 2012-12-31 | 010690169 |
2011 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION 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 | $999,588 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $279,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $270,608 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $6,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,076,487 |
Value of total assets at end of year | 2011-12-31 | $5,205,540 |
Value of total assets at beginning of year | 2011-12-31 | $4,485,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,903 |
Total interest from all sources | 2011-12-31 | $55,099 |
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 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $589,729 |
Participant contributions at end of year | 2011-12-31 | $294,367 |
Participant contributions at beginning of year | 2011-12-31 | $289,691 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $104,345 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,785 |
Administrative expenses (other) incurred | 2011-12-31 | $2,903 |
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 | $719,606 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,205,540 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,485,934 |
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 pooled separate accounts at end of year | 2011-12-31 | $2,918,673 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,922,582 |
Interest on participant loans | 2011-12-31 | $14,150 |
Interest earned on other investments | 2011-12-31 | $40,949 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,992,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $1,092,345 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-131,998 |
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 | $482,973 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $76,971 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $270,608 |
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 | HARLAN TIFFEE, CPA P.A. |
Accountancy firm EIN | 2011-12-31 | 010690169 |
2010 : PACKAGING SPECIALTIES 401K EMPLOYEE SAVINGS & PROTECTION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,239,326 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $246,907 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $244,017 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $901,522 |
Value of total assets at end of year | 2010-12-31 | $4,485,934 |
Value of total assets at beginning of year | 2010-12-31 | $3,493,515 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,890 |
Total interest from all sources | 2010-12-31 | $15,420 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $11,028 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $485,565 |
Participant contributions at end of year | 2010-12-31 | $289,691 |
Participant contributions at beginning of year | 2010-12-31 | $270,645 |
Participant contributions at end of year | 2010-12-31 | $104,345 |
Participant contributions at beginning of year | 2010-12-31 | $89,785 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $48,449 |
Other income not declared elsewhere | 2010-12-31 | $11,028 |
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 | $992,419 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,485,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,493,515 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,922,582 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,087,595 |
Interest on participant loans | 2010-12-31 | $15,420 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $1,092,345 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $976,534 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $29,436 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $281,920 |
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 | $415,957 |
Employer contributions (assets) at end of year | 2010-12-31 | $76,971 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $68,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $195,568 |
Contract administrator fees | 2010-12-31 | $2,890 |
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 | HARLAN TIFFEE, CPA P.A. |
Accountancy firm EIN | 2010-12-31 | 010690169 |