401k Plan data: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. plan

EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 401k Plan overview

Plan Name	EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.
Plan identification number	002

EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing Stock bonus ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.

Employer identification number (EIN): 731567104

NAIC Classification: 323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-06-01
002 2019-06-01
002 2018-06-01
002 2017-06-01 ROBERT ALLEE
002 2017-06-01
002 2016-06-01 ROBERT ALLEE
002 2015-06-01 ROBERT ALLEE
002 2014-06-01 ROBERT ALLEE
002 2013-06-01 ROBERT ALLEE
002 2012-06-01 ROBERT ALLEE
002 2011-06-01 ROBERT ALLEE
002 2010-06-01 ROBERT ALLEE
002 2009-06-01 ROBERT ALLEE

Plan Statistics for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.

401k plan membership statisitcs for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.

Measure Date Value
2019: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2019 401k membership
Total participants, beginning-of-year 2019-06-01 77
Total number of active participants reported on line 7a of the Form 5500 2019-06-01 0
Number of retired or separated participants receiving benefits 2019-06-01 6
Number of other retired or separated participants entitled to future benefits 2019-06-01 59
Total of all active and inactive participants 2019-06-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-06-01 0
Total participants 2019-06-01 65
Number of participants with account balances 2019-06-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-06-01 5
2018: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2018 401k membership
Total participants, beginning-of-year 2018-06-01 75
Total number of active participants reported on line 7a of the Form 5500 2018-06-01 50
Number of retired or separated participants receiving benefits 2018-06-01 0
Number of other retired or separated participants entitled to future benefits 2018-06-01 27
Total of all active and inactive participants 2018-06-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-06-01 0
Total participants 2018-06-01 77
Number of participants with account balances 2018-06-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-06-01 0
2017: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2017 401k membership
Total participants, beginning-of-year 2017-06-01 81
Total number of active participants reported on line 7a of the Form 5500 2017-06-01 45
Number of retired or separated participants receiving benefits 2017-06-01 9
Number of other retired or separated participants entitled to future benefits 2017-06-01 21
Total of all active and inactive participants 2017-06-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-06-01 0
Total participants 2017-06-01 75
Number of participants with account balances 2017-06-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-06-01 0
2016: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2016 401k membership
Total participants, beginning-of-year 2016-06-01 86
Total number of active participants reported on line 7a of the Form 5500 2016-06-01 53
Number of retired or separated participants receiving benefits 2016-06-01 6
Number of other retired or separated participants entitled to future benefits 2016-06-01 22
Total of all active and inactive participants 2016-06-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-06-01 0
Total participants 2016-06-01 81
Number of participants with account balances 2016-06-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-06-01 0
2015: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2015 401k membership
Total participants, beginning-of-year 2015-06-01 104
Total number of active participants reported on line 7a of the Form 5500 2015-06-01 52
Number of retired or separated participants receiving benefits 2015-06-01 6
Number of other retired or separated participants entitled to future benefits 2015-06-01 24
Total of all active and inactive participants 2015-06-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-06-01 0
Total participants 2015-06-01 82
Number of participants with account balances 2015-06-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-06-01 2
2014: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2014 401k membership
Total participants, beginning-of-year 2014-06-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-06-01 53
Number of retired or separated participants receiving benefits 2014-06-01 6
Number of other retired or separated participants entitled to future benefits 2014-06-01 42
Total of all active and inactive participants 2014-06-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-06-01 0
Total participants 2014-06-01 101
Number of participants with account balances 2014-06-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-06-01 0
2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2013 401k membership
Total participants, beginning-of-year 2013-06-01 105
Total number of active participants reported on line 7a of the Form 5500 2013-06-01 55
Number of retired or separated participants receiving benefits 2013-06-01 48
Number of other retired or separated participants entitled to future benefits 2013-06-01 0
Total of all active and inactive participants 2013-06-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-06-01 0
Total participants 2013-06-01 103
Number of participants with account balances 2013-06-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-06-01 0
2012: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2012 401k membership
Total participants, beginning-of-year 2012-06-01 107
Total number of active participants reported on line 7a of the Form 5500 2012-06-01 57
Number of retired or separated participants receiving benefits 2012-06-01 0
Number of other retired or separated participants entitled to future benefits 2012-06-01 48
Total of all active and inactive participants 2012-06-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-06-01 0
Total participants 2012-06-01 105
Number of participants with account balances 2012-06-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-06-01 0
2011: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2011 401k membership
Total participants, beginning-of-year 2011-06-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-06-01 64
Number of retired or separated participants receiving benefits 2011-06-01 43
Number of other retired or separated participants entitled to future benefits 2011-06-01 0
Total of all active and inactive participants 2011-06-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-06-01 0
Total participants 2011-06-01 107
Number of participants with account balances 2011-06-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-06-01 0
2010: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2010 401k membership
Total participants, beginning-of-year 2010-06-01 104
Total number of active participants reported on line 7a of the Form 5500 2010-06-01 59
Number of retired or separated participants receiving benefits 2010-06-01 44
Number of other retired or separated participants entitled to future benefits 2010-06-01 0
Total of all active and inactive participants 2010-06-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-06-01 0
Total participants 2010-06-01 103
Number of participants with account balances 2010-06-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-06-01 0
2009: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2009 401k membership
Total participants, beginning-of-year 2009-06-01 99
Total number of active participants reported on line 7a of the Form 5500 2009-06-01 61
Number of retired or separated participants receiving benefits 2009-06-01 43
Number of other retired or separated participants entitled to future benefits 2009-06-01 0
Total of all active and inactive participants 2009-06-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-06-01 0
Total participants 2009-06-01 104
Number of participants with account balances 2009-06-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-06-01 2

Measure	Date	Value
2019: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2019 401k membership
Total participants, beginning-of-year	2019-06-01	77
Total number of active participants reported on line 7a of the Form 5500	2019-06-01	0
Number of retired or separated participants receiving benefits	2019-06-01	6
Number of other retired or separated participants entitled to future benefits	2019-06-01	59
Total of all active and inactive participants	2019-06-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-06-01	0
Total participants	2019-06-01	65
Number of participants with account balances	2019-06-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-06-01	5
2018: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2018 401k membership
Total participants, beginning-of-year	2018-06-01	75
Total number of active participants reported on line 7a of the Form 5500	2018-06-01	50
Number of retired or separated participants receiving benefits	2018-06-01	0
Number of other retired or separated participants entitled to future benefits	2018-06-01	27
Total of all active and inactive participants	2018-06-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-06-01	0
Total participants	2018-06-01	77
Number of participants with account balances	2018-06-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-06-01	0
2017: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2017 401k membership
Total participants, beginning-of-year	2017-06-01	81
Total number of active participants reported on line 7a of the Form 5500	2017-06-01	45
Number of retired or separated participants receiving benefits	2017-06-01	9
Number of other retired or separated participants entitled to future benefits	2017-06-01	21
Total of all active and inactive participants	2017-06-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-06-01	0
Total participants	2017-06-01	75
Number of participants with account balances	2017-06-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-06-01	0
2016: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2016 401k membership
Total participants, beginning-of-year	2016-06-01	86
Total number of active participants reported on line 7a of the Form 5500	2016-06-01	53
Number of retired or separated participants receiving benefits	2016-06-01	6
Number of other retired or separated participants entitled to future benefits	2016-06-01	22
Total of all active and inactive participants	2016-06-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-06-01	0
Total participants	2016-06-01	81
Number of participants with account balances	2016-06-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-06-01	0
2015: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2015 401k membership
Total participants, beginning-of-year	2015-06-01	104
Total number of active participants reported on line 7a of the Form 5500	2015-06-01	52
Number of retired or separated participants receiving benefits	2015-06-01	6
Number of other retired or separated participants entitled to future benefits	2015-06-01	24
Total of all active and inactive participants	2015-06-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-06-01	0
Total participants	2015-06-01	82
Number of participants with account balances	2015-06-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-06-01	2
2014: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2014 401k membership
Total participants, beginning-of-year	2014-06-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-06-01	53
Number of retired or separated participants receiving benefits	2014-06-01	6
Number of other retired or separated participants entitled to future benefits	2014-06-01	42
Total of all active and inactive participants	2014-06-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-06-01	0
Total participants	2014-06-01	101
Number of participants with account balances	2014-06-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-06-01	0
2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2013 401k membership
Total participants, beginning-of-year	2013-06-01	105
Total number of active participants reported on line 7a of the Form 5500	2013-06-01	55
Number of retired or separated participants receiving benefits	2013-06-01	48
Number of other retired or separated participants entitled to future benefits	2013-06-01	0
Total of all active and inactive participants	2013-06-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-06-01	0
Total participants	2013-06-01	103
Number of participants with account balances	2013-06-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-06-01	0
2012: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2012 401k membership
Total participants, beginning-of-year	2012-06-01	107
Total number of active participants reported on line 7a of the Form 5500	2012-06-01	57
Number of retired or separated participants receiving benefits	2012-06-01	0
Number of other retired or separated participants entitled to future benefits	2012-06-01	48
Total of all active and inactive participants	2012-06-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-06-01	0
Total participants	2012-06-01	105
Number of participants with account balances	2012-06-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-06-01	0
2011: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2011 401k membership
Total participants, beginning-of-year	2011-06-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-06-01	64
Number of retired or separated participants receiving benefits	2011-06-01	43
Number of other retired or separated participants entitled to future benefits	2011-06-01	0
Total of all active and inactive participants	2011-06-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-06-01	0
Total participants	2011-06-01	107
Number of participants with account balances	2011-06-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-06-01	0
2010: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2010 401k membership
Total participants, beginning-of-year	2010-06-01	104
Total number of active participants reported on line 7a of the Form 5500	2010-06-01	59
Number of retired or separated participants receiving benefits	2010-06-01	44
Number of other retired or separated participants entitled to future benefits	2010-06-01	0
Total of all active and inactive participants	2010-06-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-06-01	0
Total participants	2010-06-01	103
Number of participants with account balances	2010-06-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-06-01	0
2009: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2009 401k membership
Total participants, beginning-of-year	2009-06-01	99
Total number of active participants reported on line 7a of the Form 5500	2009-06-01	61
Number of retired or separated participants receiving benefits	2009-06-01	43
Number of other retired or separated participants entitled to future benefits	2009-06-01	0
Total of all active and inactive participants	2009-06-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-06-01	0
Total participants	2009-06-01	104
Number of participants with account balances	2009-06-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-06-01	2

Financial Data on EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.

Measure	Date	Value
2020 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2020 401k financial data
Total plan liabilities at end of year	2020-05-31	$18,277
Total income from all sources	2020-05-31	$908
Expenses. Total of all expenses incurred	2020-05-31	$93,236
Benefits paid (including direct rollovers)	2020-05-31	$93,235
Total plan assets at end of year	2020-05-31	$750,732
Total plan assets at beginning of year	2020-05-31	$824,783
Value of fidelity bond covering the plan	2020-05-31	$250,000
Expenses. Other expenses not covered elsewhere	2020-05-31	$1
Other income received	2020-05-31	$908
Net income (gross income less expenses)	2020-05-31	$-92,328
Net plan assets at end of year (total assets less liabilities)	2020-05-31	$732,455
Net plan assets at beginning of year (total assets less liabilities)	2020-05-31	$824,783
Assets. Value of employer securities	2020-05-31	$730,957
2019 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2019 401k financial data
Total plan liabilities at end of year	2019-05-31	$0
Total plan liabilities at beginning of year	2019-05-31	$0
Total income from all sources	2019-05-31	$-9,537
Expenses. Total of all expenses incurred	2019-05-31	$38,308
Benefits paid (including direct rollovers)	2019-05-31	$38,308
Total plan assets at end of year	2019-05-31	$824,783
Total plan assets at beginning of year	2019-05-31	$872,628
Value of fidelity bond covering the plan	2019-05-31	$250,000
Total contributions received or receivable from participants	2019-05-31	$0
Expenses. Other expenses not covered elsewhere	2019-05-31	$0
Contributions received from other sources (not participants or employers)	2019-05-31	$0
Other income received	2019-05-31	$-9,537
Noncash contributions received	2019-05-31	$0
Net income (gross income less expenses)	2019-05-31	$-47,845
Net plan assets at end of year (total assets less liabilities)	2019-05-31	$824,783
Net plan assets at beginning of year (total assets less liabilities)	2019-05-31	$872,628
Assets. Value of employer securities	2019-05-31	$727,115
Total contributions received or receivable from employer(s)	2019-05-31	$0
Value of certain deemed distributions of participant loans	2019-05-31	$0
Value of corrective distributions	2019-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-05-31	$0
2018 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2018 401k financial data
Total plan liabilities at end of year	2018-05-31	$0
Total plan liabilities at beginning of year	2018-05-31	$0
Total income from all sources	2018-05-31	$1
Expenses. Total of all expenses incurred	2018-05-31	$58,402
Benefits paid (including direct rollovers)	2018-05-31	$58,402
Total plan assets at end of year	2018-05-31	$879,200
Total plan assets at beginning of year	2018-05-31	$937,601
Value of fidelity bond covering the plan	2018-05-31	$250,000
Total contributions received or receivable from participants	2018-05-31	$0
Expenses. Other expenses not covered elsewhere	2018-05-31	$0
Contributions received from other sources (not participants or employers)	2018-05-31	$0
Other income received	2018-05-31	$1
Noncash contributions received	2018-05-31	$0
Net income (gross income less expenses)	2018-05-31	$-58,401
Net plan assets at end of year (total assets less liabilities)	2018-05-31	$879,200
Net plan assets at beginning of year (total assets less liabilities)	2018-05-31	$937,601
Assets. Value of employer securities	2018-05-31	$747,982
Total contributions received or receivable from employer(s)	2018-05-31	$0
Value of certain deemed distributions of participant loans	2018-05-31	$0
Value of corrective distributions	2018-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-05-31	$0
2017 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2017 401k financial data
Total plan liabilities at end of year	2017-05-31	$0
Total plan liabilities at beginning of year	2017-05-31	$0
Total income from all sources	2017-05-31	$21,580
Expenses. Total of all expenses incurred	2017-05-31	$75,560
Benefits paid (including direct rollovers)	2017-05-31	$75,539
Total plan assets at end of year	2017-05-31	$937,601
Total plan assets at beginning of year	2017-05-31	$991,581
Value of fidelity bond covering the plan	2017-05-31	$250,000
Total contributions received or receivable from participants	2017-05-31	$0
Contributions received from other sources (not participants or employers)	2017-05-31	$0
Other income received	2017-05-31	$21,580
Net income (gross income less expenses)	2017-05-31	$-53,980
Net plan assets at end of year (total assets less liabilities)	2017-05-31	$937,601
Net plan assets at beginning of year (total assets less liabilities)	2017-05-31	$991,581
Assets. Value of employer securities	2017-05-31	$778,931
Total contributions received or receivable from employer(s)	2017-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-05-31	$21
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-05-31	$0
2016 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2016 401k financial data
Total plan liabilities at end of year	2016-05-31	$0
Total plan liabilities at beginning of year	2016-05-31	$0
Total income from all sources	2016-05-31	$-15,503
Expenses. Total of all expenses incurred	2016-05-31	$59,311
Benefits paid (including direct rollovers)	2016-05-31	$59,301
Total plan assets at end of year	2016-05-31	$991,581
Total plan assets at beginning of year	2016-05-31	$1,066,395
Value of fidelity bond covering the plan	2016-05-31	$250,000
Total contributions received or receivable from participants	2016-05-31	$0
Contributions received from other sources (not participants or employers)	2016-05-31	$0
Other income received	2016-05-31	$-15,503
Net income (gross income less expenses)	2016-05-31	$-74,814
Net plan assets at end of year (total assets less liabilities)	2016-05-31	$991,581
Net plan assets at beginning of year (total assets less liabilities)	2016-05-31	$1,066,395
Assets. Value of employer securities	2016-05-31	$898,974
Total contributions received or receivable from employer(s)	2016-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-05-31	$10
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-05-31	$0
2015 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2015 401k financial data
Total plan liabilities at end of year	2015-05-31	$0
Total plan liabilities at beginning of year	2015-05-31	$0
Total income from all sources	2015-05-31	$-81,237
Expenses. Total of all expenses incurred	2015-05-31	$68,307
Benefits paid (including direct rollovers)	2015-05-31	$68,307
Total plan assets at end of year	2015-05-31	$1,066,395
Total plan assets at beginning of year	2015-05-31	$1,215,939
Value of fidelity bond covering the plan	2015-05-31	$250,000
Total contributions received or receivable from participants	2015-05-31	$0
Other income received	2015-05-31	$-81,237
Net income (gross income less expenses)	2015-05-31	$-149,544
Net plan assets at end of year (total assets less liabilities)	2015-05-31	$1,066,395
Net plan assets at beginning of year (total assets less liabilities)	2015-05-31	$1,215,939
Assets. Value of employer securities	2015-05-31	$958,735
Total contributions received or receivable from employer(s)	2015-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-05-31	$0
2014 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2014 401k financial data
Total plan liabilities at end of year	2014-05-31	$0
Total plan liabilities at beginning of year	2014-05-31	$0
Total income from all sources	2014-05-31	$151,597
Expenses. Total of all expenses incurred	2014-05-31	$88,077
Benefits paid (including direct rollovers)	2014-05-31	$88,077
Total plan assets at end of year	2014-05-31	$1,215,939
Total plan assets at beginning of year	2014-05-31	$1,152,419
Value of fidelity bond covering the plan	2014-05-31	$250,000
Other income received	2014-05-31	$151,597
Net income (gross income less expenses)	2014-05-31	$63,520
Net plan assets at end of year (total assets less liabilities)	2014-05-31	$1,215,939
Net plan assets at beginning of year (total assets less liabilities)	2014-05-31	$1,152,419
Assets. Value of employer securities	2014-05-31	$1,088,942
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-05-31	$0
2013 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2013 401k financial data
Total plan liabilities at end of year	2013-05-31	$0
Total plan liabilities at beginning of year	2013-05-31	$0
Total income from all sources	2013-05-31	$181,268
Expenses. Total of all expenses incurred	2013-05-31	$72,106
Benefits paid (including direct rollovers)	2013-05-31	$72,106
Total plan assets at end of year	2013-05-31	$1,152,419
Total plan assets at beginning of year	2013-05-31	$1,043,257
Value of fidelity bond covering the plan	2013-05-31	$250,000
Total contributions received or receivable from participants	2013-05-31	$0
Expenses. Other expenses not covered elsewhere	2013-05-31	$0
Contributions received from other sources (not participants or employers)	2013-05-31	$0
Other income received	2013-05-31	$181,268
Noncash contributions received	2013-05-31	$0
Net income (gross income less expenses)	2013-05-31	$109,162
Net plan assets at end of year (total assets less liabilities)	2013-05-31	$1,152,419
Net plan assets at beginning of year (total assets less liabilities)	2013-05-31	$1,043,257
Assets. Value of employer securities	2013-05-31	$1,018,887
Total contributions received or receivable from employer(s)	2013-05-31	$0
Value of certain deemed distributions of participant loans	2013-05-31	$0
Value of corrective distributions	2013-05-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-05-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-05-31	$0
2012 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2012 401k financial data
Total income from all sources	2012-05-31	$-27,432
Expenses. Total of all expenses incurred	2012-05-31	$37,353
Benefits paid (including direct rollovers)	2012-05-31	$37,353
Total plan assets at end of year	2012-05-31	$1,043,257
Total plan assets at beginning of year	2012-05-31	$1,108,042
Value of fidelity bond covering the plan	2012-05-31	$250,000
Other income received	2012-05-31	$-27,432
Net income (gross income less expenses)	2012-05-31	$-64,785
Net plan assets at end of year (total assets less liabilities)	2012-05-31	$1,043,257
Net plan assets at beginning of year (total assets less liabilities)	2012-05-31	$1,108,042
Assets. Value of employer securities	2012-05-31	$965,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-05-31	$0
2011 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2011 401k financial data
Total income from all sources	2011-05-31	$-17,583
Expenses. Total of all expenses incurred	2011-05-31	$37,350
Benefits paid (including direct rollovers)	2011-05-31	$37,350
Total plan assets at end of year	2011-05-31	$1,108,042
Total plan assets at beginning of year	2011-05-31	$1,162,975
Value of fidelity bond covering the plan	2011-05-31	$250,000
Other income received	2011-05-31	$-17,583
Net income (gross income less expenses)	2011-05-31	$-54,933
Net plan assets at end of year (total assets less liabilities)	2011-05-31	$1,108,042
Net plan assets at beginning of year (total assets less liabilities)	2011-05-31	$1,162,975
Assets. Value of employer securities	2011-05-31	$992,919
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-05-31	$0
2010 : EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-05-31	$0

Form 5500 Responses for EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.

2019: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2019 form 5500 responses
2019-06-01	Type of plan entity	Single employer plan
2019-06-01	Submission has been amended	No
2019-06-01	This submission is the final filing	No
2019-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-06-01	Plan is a collectively bargained plan	No
2019-06-01	Plan funding arrangement – Trust	Yes
2019-06-01	Plan benefit arrangement - Trust	Yes
2018: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2018 form 5500 responses
2018-06-01	Type of plan entity	Single employer plan
2018-06-01	Submission has been amended	No
2018-06-01	This submission is the final filing	No
2018-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-06-01	Plan is a collectively bargained plan	No
2018-06-01	Plan funding arrangement – Trust	Yes
2018-06-01	Plan benefit arrangement - Trust	Yes
2017: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2017 form 5500 responses
2017-06-01	Type of plan entity	Single employer plan
2017-06-01	Submission has been amended	No
2017-06-01	This submission is the final filing	No
2017-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-06-01	Plan is a collectively bargained plan	No
2017-06-01	Plan funding arrangement – Trust	Yes
2017-06-01	Plan benefit arrangement - Trust	Yes
2016: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2016 form 5500 responses
2016-06-01	Type of plan entity	Single employer plan
2016-06-01	Submission has been amended	No
2016-06-01	This submission is the final filing	No
2016-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-06-01	Plan is a collectively bargained plan	No
2016-06-01	Plan funding arrangement – Trust	Yes
2016-06-01	Plan benefit arrangement - Trust	Yes
2015: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2015 form 5500 responses
2015-06-01	Type of plan entity	Single employer plan
2015-06-01	Submission has been amended	No
2015-06-01	This submission is the final filing	No
2015-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-06-01	Plan is a collectively bargained plan	No
2015-06-01	Plan funding arrangement – Trust	Yes
2015-06-01	Plan benefit arrangement - Trust	Yes
2014: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2014 form 5500 responses
2014-06-01	Type of plan entity	Single employer plan
2014-06-01	Submission has been amended	No
2014-06-01	This submission is the final filing	No
2014-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-06-01	Plan is a collectively bargained plan	No
2014-06-01	Plan funding arrangement – Trust	Yes
2014-06-01	Plan benefit arrangement - Trust	Yes
2013: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2013 form 5500 responses
2013-06-01	Type of plan entity	Single employer plan
2013-06-01	Submission has been amended	No
2013-06-01	This submission is the final filing	No
2013-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-06-01	Plan is a collectively bargained plan	No
2013-06-01	Plan funding arrangement – Trust	Yes
2013-06-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2012 form 5500 responses
2012-06-01	Type of plan entity	Single employer plan
2012-06-01	Submission has been amended	No
2012-06-01	This submission is the final filing	No
2012-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-06-01	Plan is a collectively bargained plan	No
2012-06-01	Plan funding arrangement – Trust	Yes
2012-06-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2011 form 5500 responses
2011-06-01	Type of plan entity	Single employer plan
2011-06-01	Submission has been amended	No
2011-06-01	This submission is the final filing	No
2011-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-06-01	Plan is a collectively bargained plan	No
2011-06-01	Plan funding arrangement – Trust	Yes
2011-06-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2010 form 5500 responses
2010-06-01	Type of plan entity	Single employer plan
2010-06-01	Submission has been amended	No
2010-06-01	This submission is the final filing	No
2010-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-06-01	Plan is a collectively bargained plan	No
2010-06-01	Plan funding arrangement – Trust	Yes
2010-06-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE STOCK OWNERSHIP PLAN FOR EMPLOYEES OF SOUTHWESTERN STATIONERY & BANK SUPPLY, INC. 2009 form 5500 responses
2009-06-01	Type of plan entity	Single employer plan
2009-06-01	Submission has been amended	No
2009-06-01	This submission is the final filing	No
2009-06-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-06-01	Plan is a collectively bargained plan	No
2009-06-01	Plan funding arrangement – Trust	Yes
2009-06-01	Plan benefit arrangement - Trust	Yes

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Company Name:	SOUTHWESTERN STATIONERY & BANK SUPPLY, INC.
Employer identification number (EIN):	731567104
NAIC Classification:	323100