Plan Name | PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | R. A. PEARSON COMPANY |
Employer identification number (EIN): | 910827518 |
NAIC Classification: | 322200 |
Additional information about R. A. PEARSON COMPANY
Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
Incorporation Date: | 1967-04-14 |
Company Identification Number: | 328053588 |
Legal Registered Office Address: |
8120 W SUNSET HWY SPOKANE United States of America (USA) 992240000 |
More information about R. A. PEARSON COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | ||||
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | JAKE WILLIAMSON | JAKE WILLIAMSON | 2018-10-08 | |
001 | 2016-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2017-10-09 | |
001 | 2015-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2016-10-14 | |
001 | 2014-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2015-10-15 | |
001 | 2013-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2014-10-15 | |
001 | 2012-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2013-10-14 | |
001 | 2011-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2012-08-14 | |
001 | 2010-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2011-08-02 | |
001 | 2009-01-01 | 2010-10-14 | |||
001 | 2009-01-01 | MACHELLE JOHNSON | ANDREA ZAMAN | 2010-10-15 |
Measure | Date | Value |
---|---|---|
2023: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 344 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 204 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 128 |
Total of all active and inactive participants | 2023-01-01 | 333 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 1 |
Total participants | 2023-01-01 | 334 |
Number of participants with account balances | 2023-01-01 | 328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 23 |
2022: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 338 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 244 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 98 |
Total of all active and inactive participants | 2022-01-01 | 344 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 344 |
Number of participants with account balances | 2022-01-01 | 331 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 9 |
2021: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 317 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 118 |
Total of all active and inactive participants | 2021-01-01 | 338 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 338 |
Number of participants with account balances | 2021-01-01 | 325 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 24 |
2020: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 208 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 108 |
Total of all active and inactive participants | 2020-01-01 | 317 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 317 |
Number of participants with account balances | 2020-01-01 | 307 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 22 |
2019: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 94 |
Total of all active and inactive participants | 2019-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 321 |
Number of participants with account balances | 2019-01-01 | 318 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 29 |
2018: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 249 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 68 |
Total of all active and inactive participants | 2018-01-01 | 308 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 308 |
Number of participants with account balances | 2018-01-01 | 302 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 15 |
2017: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 225 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 188 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 61 |
Total of all active and inactive participants | 2017-01-01 | 249 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 249 |
Number of participants with account balances | 2017-01-01 | 248 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 10 |
2016: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 235 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 171 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 54 |
Total of all active and inactive participants | 2016-01-01 | 225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 225 |
Number of participants with account balances | 2016-01-01 | 224 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
2015: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 181 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 53 |
Total of all active and inactive participants | 2015-01-01 | 235 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 235 |
Number of participants with account balances | 2015-01-01 | 220 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 201 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 160 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 51 |
Total of all active and inactive participants | 2014-01-01 | 212 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 212 |
Number of participants with account balances | 2014-01-01 | 210 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 149 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 51 |
Total of all active and inactive participants | 2013-01-01 | 201 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 201 |
Number of participants with account balances | 2013-01-01 | 198 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
2012: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 188 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 148 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 51 |
Total of all active and inactive participants | 2012-01-01 | 200 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 200 |
Number of participants with account balances | 2012-01-01 | 187 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
2011: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 176 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 52 |
Total of all active and inactive participants | 2011-01-01 | 188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 188 |
Number of participants with account balances | 2011-01-01 | 177 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2010: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 183 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 127 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 48 |
Total of all active and inactive participants | 2010-01-01 | 176 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 176 |
Number of participants with account balances | 2010-01-01 | 176 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 135 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 46 |
Total of all active and inactive participants | 2009-01-01 | 183 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 183 |
Number of participants with account balances | 2009-01-01 | 183 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 5 |
Measure | Date | Value |
---|---|---|
2023 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2023 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $7,007,150 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $3,796,393 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,780,285 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,565,457 |
Value of total assets at end of year | 2023-12-31 | $28,848,287 |
Value of total assets at beginning of year | 2023-12-31 | $25,637,530 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $16,108 |
Total interest from all sources | 2023-12-31 | $331 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $688,067 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $688,067 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $1,720,503 |
Participant contributions at end of year | 2023-12-31 | $21,532 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $258,118 |
Other income not declared elsewhere | 2023-12-31 | $2,271 |
Administrative expenses (other) incurred | 2023-12-31 | $16,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $3,210,757 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $28,848,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $25,637,530 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $27,786,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $23,971,639 |
Interest on participant loans | 2023-12-31 | $331 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,039,905 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,665,891 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $3,723,764 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $27,260 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $586,836 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,780,285 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2023-12-31 | 910189318 |
2022 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data | ||
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 | $-2,133,011 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,397,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $2,381,742 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $2,689,355 |
Value of total assets at end of year | 2022-12-31 | $25,637,530 |
Value of total assets at beginning of year | 2022-12-31 | $30,168,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $15,895 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $597,038 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $597,038 |
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 | $1,576,834 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $514,799 |
Other income not declared elsewhere | 2022-12-31 | $30,197 |
Administrative expenses (other) incurred | 2022-12-31 | $15,895 |
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 | $-4,530,648 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $25,637,530 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $30,168,178 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $23,971,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $28,718,203 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,665,891 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,449,975 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-5,471,538 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $21,937 |
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 | $597,722 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $2,381,742 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2022-12-31 | 910189318 |
2021 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data | ||
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 | $5,672,516 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,829,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,814,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,075,924 |
Value of total assets at end of year | 2021-12-31 | $30,168,178 |
Value of total assets at beginning of year | 2021-12-31 | $27,324,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $14,750 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $3,422,421 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,422,421 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,363,487 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $193,508 |
Other income not declared elsewhere | 2021-12-31 | $67 |
Administrative expenses (other) incurred | 2021-12-31 | $14,750 |
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 | $2,843,190 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $30,168,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $27,324,988 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $28,718,203 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $25,961,634 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,449,975 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,363,354 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $155,122 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $18,982 |
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 | Yes |
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 | $518,929 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,814,576 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2021-12-31 | 910189318 |
2020 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data | ||
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 | $5,013,739 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $4,328,975 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,313,858 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,765,853 |
Value of total assets at end of year | 2020-12-31 | $27,324,988 |
Value of total assets at beginning of year | 2020-12-31 | $26,640,224 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,117 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $704,840 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $704,840 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,335,720 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $14,697 |
Administrative expenses (other) incurred | 2020-12-31 | $15,117 |
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 | $684,764 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $27,324,988 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,640,224 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $25,961,634 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $24,364,024 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,363,354 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $2,276,200 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,512,427 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $30,619 |
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 | $415,436 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,313,858 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2020-12-31 | 910189318 |
2019 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data | ||
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 | $6,965,008 |
Total income from all sources (including contributions) | 2019-12-31 | $6,965,008 |
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 | $2,662,192 |
Total of all expenses incurred | 2019-12-31 | $2,662,192 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,646,287 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,646,287 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,354,510 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,354,510 |
Value of total assets at end of year | 2019-12-31 | $26,640,224 |
Value of total assets at end of year | 2019-12-31 | $26,640,224 |
Value of total assets at beginning of year | 2019-12-31 | $22,337,408 |
Value of total assets at beginning of year | 2019-12-31 | $22,337,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,905 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,905 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $585,286 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $585,286 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $585,286 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $585,286 |
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 |
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 | $1,629,159 |
Contributions received from participants | 2019-12-31 | $1,629,159 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $176,281 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $176,281 |
Administrative expenses (other) incurred | 2019-12-31 | $15,905 |
Administrative expenses (other) incurred | 2019-12-31 | $15,905 |
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 | $4,302,816 |
Value of net income/loss | 2019-12-31 | $4,302,816 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,640,224 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $26,640,224 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,337,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $22,337,408 |
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 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 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,364,024 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $24,364,024 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,486,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $20,486,412 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,276,200 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $2,276,200 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,850,996 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $1,850,996 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,986,385 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,986,385 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $38,827 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $38,827 |
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 | $549,070 |
Contributions received in cash from employer | 2019-12-31 | $549,070 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,646,287 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,646,287 |
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 | MOSS ADAMS LLP |
Accountancy firm name | 2019-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2019-12-31 | 910189318 |
Accountancy firm EIN | 2019-12-31 | 910189318 |
2018 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data | ||
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 | $2,255,990 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,410,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,395,488 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,596,565 |
Value of total assets at end of year | 2018-12-31 | $22,337,408 |
Value of total assets at beginning of year | 2018-12-31 | $21,492,156 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,250 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $584,797 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $584,797 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,511,239 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,562,896 |
Administrative expenses (other) incurred | 2018-12-31 | $15,250 |
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 | $845,252 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $22,337,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,492,156 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $20,486,412 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $20,438,872 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $1,850,996 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $1,053,284 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,951,344 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $25,972 |
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 | $522,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,395,488 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2018-12-31 | 910189318 |
2017 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $4,676,138 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,497,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,484,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,601,971 |
Value of total assets at end of year | 2017-12-31 | $21,492,156 |
Value of total assets at beginning of year | 2017-12-31 | $18,313,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,425 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $460,338 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $460,338 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,174,021 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,682 |
Administrative expenses (other) incurred | 2017-12-31 | $13,425 |
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 | $3,178,314 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $21,492,156 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,313,842 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $20,438,872 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $17,254,218 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $1,053,284 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $1,059,624 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,595,490 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $18,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $423,268 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,484,399 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2017-12-31 | 910189318 |
2016 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $2,816,472 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,332,183 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,319,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,459,150 |
Value of total assets at end of year | 2016-12-31 | $18,313,842 |
Value of total assets at beginning of year | 2016-12-31 | $16,829,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $13,120 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $449,199 |
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 | $449,199 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,096,187 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $16,312 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $1,839 |
Other income not declared elsewhere | 2016-12-31 | $1,839 |
Administrative expenses (other) incurred | 2016-12-31 | $13,120 |
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 | $1,484,289 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,313,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $16,829,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $17,254,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $15,851,352 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $1,059,624 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $978,201 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $886,461 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $19,823 |
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 | $346,651 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,317,224 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2016-12-31 | 910189318 |
2015 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $1,250,590 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,464,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,454,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,448,132 |
Value of total assets at end of year | 2015-12-31 | $16,829,553 |
Value of total assets at beginning of year | 2015-12-31 | $17,043,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,291 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $645,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $645,753 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,023,641 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $78,804 |
Administrative expenses (other) incurred | 2015-12-31 | $10,291 |
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 | $-214,279 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $16,829,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,043,832 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $15,851,352 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $15,793,719 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $978,201 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,250,113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-825,095 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-18,200 |
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 | $345,687 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,454,578 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2015-12-31 | 910189318 |
2014 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $2,362,107 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,932,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,919,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,200,090 |
Value of total assets at end of year | 2014-12-31 | $17,043,832 |
Value of total assets at beginning of year | 2014-12-31 | $16,614,119 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,182 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $355,612 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $355,612 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $878,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,223 |
Administrative expenses (other) incurred | 2014-12-31 | $13,182 |
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 | $429,713 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $17,043,832 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,614,119 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $15,793,719 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $15,408,997 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,250,113 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,205,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $780,906 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $25,499 |
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 | $318,719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,919,212 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2014-12-31 | 910189318 |
2013 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $4,000,779 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,415,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,403,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,514,023 |
Value of total assets at end of year | 2013-12-31 | $16,614,119 |
Value of total assets at beginning of year | 2013-12-31 | $14,028,842 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,382 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $313,274 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $313,274 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $835,335 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $404,328 |
Administrative expenses (other) incurred | 2013-12-31 | $12,382 |
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 | $2,585,277 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $16,614,119 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,028,842 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $15,408,997 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $12,918,025 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,205,122 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $1,110,817 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,176,060 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-2,578 |
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 | $274,360 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,403,120 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2013-12-31 | 910189318 |
2012 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $2,951,967 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,073,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,060,897 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,445,311 |
Value of total assets at end of year | 2012-12-31 | $14,028,842 |
Value of total assets at beginning of year | 2012-12-31 | $12,150,063 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,291 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $285,554 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $285,554 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $703,594 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $526,975 |
Administrative expenses (other) incurred | 2012-12-31 | $12,291 |
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 | $1,878,779 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $14,028,842 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,150,063 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $12,918,025 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,132,153 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $1,110,817 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,017,910 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,189,425 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $31,677 |
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 | $214,742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,060,897 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2012-12-31 | 910189318 |
2011 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $868,510 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $512,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $496,849 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $909,706 |
Value of total assets at end of year | 2011-12-31 | $12,150,063 |
Value of total assets at beginning of year | 2011-12-31 | $11,793,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,465 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $262,252 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $262,252 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $707,333 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $4,149 |
Administrative expenses (other) incurred | 2011-12-31 | $15,465 |
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 | $356,196 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $12,150,063 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,793,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,132,153 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $10,929,363 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,017,910 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $864,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-341,118 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $37,670 |
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 | $198,224 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $496,849 |
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 | MOSS ADAMS LLP |
Accountancy firm EIN | 2011-12-31 | 910189318 |
2010 : PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 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 | $2,315,313 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $851,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $839,595 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $947,537 |
Value of total assets at end of year | 2010-12-31 | $11,793,867 |
Value of total assets at beginning of year | 2010-12-31 | $10,330,155 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,006 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $235,487 |
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 | $235,487 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $654,268 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $60,776 |
Other income not declared elsewhere | 2010-12-31 | $11 |
Administrative expenses (other) incurred | 2010-12-31 | $12,006 |
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 | $1,463,712 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,793,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $10,330,155 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $10,929,363 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,432,744 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $864,504 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $897,411 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,094,444 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $37,834 |
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 | $232,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $839,595 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOSS ADAMS LLP |
Accountancy firm EIN | 2010-12-31 | 910189318 |
2023: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | Yes |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: PEARSON PACKAGING SYSTEMS 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |