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SOUND PACKAGING 401(K) PLAN 401k Plan overview

Plan NameSOUND PACKAGING 401(K) PLAN
Plan identification number 002

SOUND PACKAGING 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

SOUND PACKAGING, LLC. has sponsored the creation of one or more 401k plans.

Company Name:SOUND PACKAGING, LLC.
Employer identification number (EIN):860841927
NAIC Classification:322200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUND PACKAGING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01VICTOR MARTINEZ
0022017-01-01TROY GALE TROY GALE2018-10-15
0022016-01-01TROY GALE TROY GALE2017-11-01
0022015-01-01TYLER HOWLAND TYLER HOWLAND2016-10-26
0022015-01-01TYLER HOWLAND TYLER HOWLAND2016-10-17
0022014-01-01TROY L GALE TROY L GALE2015-09-09
0022013-01-01TROY GALE TROY GALE2014-10-14
0022012-01-01TROY GALE TROY GALE2013-11-22
0022011-01-01TROY GALE2012-09-28 TROY GALE2012-09-28
0022010-01-01TROY GALE2011-10-14 TROY GALE2011-10-14

Plan Statistics for SOUND PACKAGING 401(K) PLAN

401k plan membership statisitcs for SOUND PACKAGING 401(K) PLAN

Measure Date Value
2018: SOUND PACKAGING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01186
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SOUND PACKAGING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01207
Total number of active participants reported on line 7a of the Form 55002017-01-01159
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01186
Number of participants with account balances2017-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SOUND PACKAGING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01175
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01198
Total participants2016-01-01198
Number of participants with account balances2016-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SOUND PACKAGING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01178
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01148
Number of participants with account balances2015-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SOUND PACKAGING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01150
Total number of active participants reported on line 7a of the Form 55002014-01-01164
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01174
Total participants2014-01-01174
Number of participants with account balances2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: SOUND PACKAGING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01121
Total number of active participants reported on line 7a of the Form 55002013-01-01135
Number of retired or separated participants receiving benefits2013-01-018
Total of all active and inactive participants2013-01-01143
Total participants2013-01-01143
Number of participants with account balances2013-01-0184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SOUND PACKAGING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01121
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-01119
Total participants2012-01-01119
Number of participants with account balances2012-01-0159

Financial Data on SOUND PACKAGING 401(K) PLAN

Measure Date Value
2018 : SOUND PACKAGING 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-08-01$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-08-01$0
Total unrealized appreciation/depreciation of assets2018-08-01$0
Total transfer of assets to this plan2018-08-01$0
Total transfer of assets from this plan2018-08-01$3,887,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-08-01$548
Expenses. Interest paid2018-08-01$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-08-01$0
Total income from all sources (including contributions)2018-08-01$401,037
Total loss/gain on sale of assets2018-08-01$0
Total of all expenses incurred2018-08-01$425,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-08-01$421,572
Expenses. Certain deemed distributions of participant loans2018-08-01$1,201
Value of total corrective distributions2018-08-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-08-01$292,295
Value of total assets at end of year2018-08-01$0
Value of total assets at beginning of year2018-08-01$3,911,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-08-01$2,300
Total income from rents2018-08-01$0
Total interest from all sources2018-08-01$7,441
Total dividends received (eg from common stock, registered investment company shares)2018-08-01$130,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-08-01$0
Total dividends received from registered investment company shares (eg mutual funds)2018-08-01$130,269
Assets. Real estate other than employer real property at end of year2018-08-01$0
Assets. Real estate other than employer real property at beginning of year2018-08-01$0
Administrative expenses professional fees incurred2018-08-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-08-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-08-01$0
Was this plan covered by a fidelity bond2018-08-01Yes
Value of fidelity bond cover2018-08-01$400,000
If this is an individual account plan, was there a blackout period2018-08-01No
Were there any nonexempt tranactions with any party-in-interest2018-08-01No
Contributions received from participants2018-08-01$107,106
Participant contributions at end of year2018-08-01$0
Participant contributions at beginning of year2018-08-01$283,424
Participant contributions at end of year2018-08-01$0
Participant contributions at beginning of year2018-08-01$1,428
Assets. Other investments not covered elsewhere at end of year2018-08-01$0
Assets. Other investments not covered elsewhere at beginning of year2018-08-01$0
Income. Received or receivable in cash from other sources (including rollovers)2018-08-01$123,177
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-08-01$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-08-01$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-08-01$0
Assets. Loans (other than to participants) at end of year2018-08-01$0
Assets. Loans (other than to participants) at beginning of year2018-08-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-08-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-08-01$548
Other income not declared elsewhere2018-08-01$-2,348
Administrative expenses (other) incurred2018-08-01$2,300
Liabilities. Value of operating payables at end of year2018-08-01$0
Liabilities. Value of operating payables at beginning of year2018-08-01$0
Total non interest bearing cash at end of year2018-08-01$0
Total non interest bearing cash at beginning of year2018-08-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-01No
Income. Non cash contributions2018-08-01$0
Value of net income/loss2018-08-01$-24,036
Value of net assets at end of year (total assets less liabilities)2018-08-01$0
Value of net assets at beginning of year (total assets less liabilities)2018-08-01$3,911,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-01No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-01No
Were any leases to which the plan was party in default or uncollectible2018-08-01No
Assets. partnership/joint venture interests at end of year2018-08-01$0
Assets. partnership/joint venture interests at beginning of year2018-08-01$0
Investment advisory and management fees2018-08-01$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-08-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-08-01$3,595,683
Value of interest in pooled separate accounts at end of year2018-08-01$0
Value of interest in pooled separate accounts at beginning of year2018-08-01$0
Interest on participant loans2018-08-01$7,193
Income. Interest from loans (other than to participants)2018-08-01$0
Interest earned on other investments2018-08-01$0
Income. Interest from US Government securities2018-08-01$0
Income. Interest from corporate debt instruments2018-08-01$0
Value of interest in master investment trust accounts at end of year2018-08-01$0
Value of interest in master investment trust accounts at beginning of year2018-08-01$0
Value of interest in common/collective trusts at end of year2018-08-01$0
Value of interest in common/collective trusts at beginning of year2018-08-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-08-01$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-08-01$29,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-08-01$29,721
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-08-01$248
Assets. Value of investments in 103.12 investment entities at end of year2018-08-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-08-01$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-08-01$0
Asset value of US Government securities at end of year2018-08-01$0
Asset value of US Government securities at beginning of year2018-08-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-08-01$-26,620
Net investment gain/loss from pooled separate accounts2018-08-01$0
Net investment gain or loss from common/collective trusts2018-08-01$0
Net gain/loss from 103.12 investment entities2018-08-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-01No
Was there a failure to transmit to the plan any participant contributions2018-08-01Yes
Has the plan failed to provide any benefit when due under the plan2018-08-01No
Assets. Invements in employer securities at end of year2018-08-01$0
Assets. Invements in employer securities at beginning of year2018-08-01$0
Assets. Value of employer real property at end of year2018-08-01$0
Assets. Value of employer real property at beginning of year2018-08-01$0
Contributions received in cash from employer2018-08-01$62,012
Employer contributions (assets) at end of year2018-08-01$0
Employer contributions (assets) at beginning of year2018-08-01$1,380
Income. Dividends from preferred stock2018-08-01$0
Income. Dividends from common stock2018-08-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-08-01$421,572
Asset. Corporate debt instrument preferred debt at end of year2018-08-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-08-01$0
Asset. Corporate debt instrument debt (other) at end of year2018-08-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-08-01$0
Contract administrator fees2018-08-01$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-01No
Assets. Corporate common stocks other than exployer securities at end of year2018-08-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-08-01$0
Liabilities. Value of benefit claims payable at end of year2018-08-01$0
Liabilities. Value of benefit claims payable at beginning of year2018-08-01$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-08-01$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-08-01$0
Did the plan have assets held for investment2018-08-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-01Yes
Aggregate proceeds on sale of assets2018-08-01$0
Aggregate carrying amount (costs) on sale of assets2018-08-01$0
Liabilities. Value of acquisition indebtedness at end of year2018-08-01$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-08-01$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-08-01Yes
Opinion of an independent qualified public accountant for this plan2018-08-01Disclaimer
Accountancy firm name2018-08-01MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2018-08-01752919818
2017 : SOUND PACKAGING 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$574
Total income from all sources (including contributions)2017-12-31$1,089,657
Total of all expenses incurred2017-12-31$808,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$761,217
Expenses. Certain deemed distributions of participant loans2017-12-31$44,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$483,465
Value of total assets at end of year2017-12-31$3,911,636
Value of total assets at beginning of year2017-12-31$3,630,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,863
Total interest from all sources2017-12-31$17,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$300,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$244,575
Participant contributions at end of year2017-12-31$283,424
Participant contributions at beginning of year2017-12-31$231,721
Participant contributions at end of year2017-12-31$1,428
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$76,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$574
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$281,068
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,911,088
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,630,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,595,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,368,993
Interest on participant loans2017-12-31$9,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$29,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$29,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$29,649
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$589,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$161,932
Employer contributions (assets) at end of year2017-12-31$1,380
Employer contributions (assets) at beginning of year2017-12-31$231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$761,217
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MONTGOMERY COSCIA GREILICH LLP
Accountancy firm EIN2017-12-31752919818
2016 : SOUND PACKAGING 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$549
Total income from all sources (including contributions)2016-12-31$711,666
Total of all expenses incurred2016-12-31$89,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$65,503
Expenses. Certain deemed distributions of participant loans2016-12-31$20,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$473,236
Value of total assets at end of year2016-12-31$3,630,594
Value of total assets at beginning of year2016-12-31$3,008,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,150
Total interest from all sources2016-12-31$9,239
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$136,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$136,331
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$290,075
Participant contributions at end of year2016-12-31$231,721
Participant contributions at beginning of year2016-12-31$246,841
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$3,502
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$549
Administrative expenses (other) incurred2016-12-31$3,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$622,099
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,630,020
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,007,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,368,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,726,191
Interest on participant loans2016-12-31$9,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$29,649
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$29,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$29,645
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$92,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$183,161
Employer contributions (assets) at end of year2016-12-31$231
Employer contributions (assets) at beginning of year2016-12-31$2,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$65,503
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHMIDT WESTERGARD
Accountancy firm EIN2016-12-31860271207
2015 : SOUND PACKAGING 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$549
Total income from all sources (including contributions)2015-12-31$392,152
Total of all expenses incurred2015-12-31$274,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$271,063
Expenses. Certain deemed distributions of participant loans2015-12-31$733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$395,571
Value of total assets at end of year2015-12-31$3,008,470
Value of total assets at beginning of year2015-12-31$2,890,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,113
Total interest from all sources2015-12-31$8,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$250,373
Participant contributions at end of year2015-12-31$246,841
Participant contributions at beginning of year2015-12-31$282,788
Participant contributions at end of year2015-12-31$3,502
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$117,243
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,007,921
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,890,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,726,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,481,959
Interest on participant loans2015-12-31$8,232
Value of interest in common/collective trusts at beginning of year2015-12-31$95,563
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$29,645
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$30,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,651
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$145,198
Employer contributions (assets) at end of year2015-12-31$2,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$271,063
Contract administrator fees2015-12-31$3,113
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHMIDT WESTERGARD
Accountancy firm EIN2015-12-31860271207
2014 : SOUND PACKAGING 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$605,904
Total of all expenses incurred2014-12-31$385,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$384,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$426,266
Value of total assets at end of year2014-12-31$2,890,678
Value of total assets at beginning of year2014-12-31$2,670,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,925
Total interest from all sources2014-12-31$8,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$266,838
Participant contributions at end of year2014-12-31$282,788
Participant contributions at beginning of year2014-12-31$154,404
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$219,943
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,890,678
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,670,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,925
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,481,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,401,351
Interest on participant loans2014-12-31$8,496
Value of interest in common/collective trusts at end of year2014-12-31$95,563
Value of interest in common/collective trusts at beginning of year2014-12-31$85,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$30,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$29,058
Net investment gain/loss from pooled separate accounts2014-12-31$171,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$147,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$384,036
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHMIDT WESTERGARD
Accountancy firm EIN2014-12-31860271207
2013 : SOUND PACKAGING 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$725,349
Total of all expenses incurred2013-12-31$12,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$345,339
Value of total assets at end of year2013-12-31$2,670,735
Value of total assets at beginning of year2013-12-31$1,957,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$726
Total interest from all sources2013-12-31$5,097
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$229,151
Participant contributions at end of year2013-12-31$154,404
Participant contributions at beginning of year2013-12-31$159,841
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$713,015
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,670,735
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,957,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,401,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,739,993
Interest on participant loans2013-12-31$5,097
Value of interest in common/collective trusts at end of year2013-12-31$85,922
Value of interest in common/collective trusts at beginning of year2013-12-31$57,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$29,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$374,913
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$116,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,608
Contract administrator fees2013-12-31$726
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31WALKER & ARMSTRONG
Accountancy firm EIN2013-12-31860257194
2012 : SOUND PACKAGING 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$509,715
Total of all expenses incurred2012-12-31$51,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$303,202
Value of total assets at end of year2012-12-31$1,957,720
Value of total assets at beginning of year2012-12-31$1,499,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$582
Total interest from all sources2012-12-31$4,958
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 year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$150,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$189,341
Participant contributions at end of year2012-12-31$159,841
Participant contributions at beginning of year2012-12-31$54,216
Participant contributions at beginning of year2012-12-31$6,053
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$20,124
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$458,484
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,957,720
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,499,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,739,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,387,000
Interest on participant loans2012-12-31$4,958
Value of interest in common/collective trusts at end of year2012-12-31$57,886
Value of interest in common/collective trusts at beginning of year2012-12-31$48,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$201,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$93,737
Employer contributions (assets) at beginning of year2012-12-31$3,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,649
Contract administrator fees2012-12-31$582
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WALKER & ARMSTRONG
Accountancy firm EIN2012-12-31860257194

Form 5500 Responses for SOUND PACKAGING 401(K) PLAN

2018: SOUND PACKAGING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUND PACKAGING 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUND PACKAGING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUND PACKAGING 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUND PACKAGING 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUND PACKAGING 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUND PACKAGING 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711669
Policy instance 1
Insurance contract or identification numberGA-711669
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Amount paid for insurance broker fees0
Insurance broker nameSAGEPOINT FINANCIAL, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711669
Policy instance 1
Insurance contract or identification numberGA-711669
Number of Individuals Covered106
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,433
Total amount of fees paid to insurance companyUSD $1,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,688
Insurance broker organization code?3
Amount paid for insurance broker fees1253
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker nameSAGEPOINT FINANCIAL, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711669
Policy instance 1
Insurance contract or identification numberGA-711669
Number of Individuals Covered84
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,568
Total amount of fees paid to insurance companyUSD $981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,568
Insurance broker organization code?3
Amount paid for insurance broker fees981
Additional information about fees paid to insurance brokerADMINISTRATIVE ALLOWANCE
Insurance broker namePENSION STRATEGIES, LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711669
Policy instance 1
Insurance contract or identification numberGA-711669
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $386
Amount paid for insurance broker fees386
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker organization code?5
Insurance broker namePENSION STRATEGIES, LLC

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