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EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 401k Plan overview

Plan NameEMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING
Plan identification number 007

EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EVERGREEN PACKAGING LLC
Employer identification number (EIN):208042663
NAIC Classification:322100

Additional information about EVERGREEN PACKAGING LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2006-10-11
Company Identification Number: 3422818
Legal Registered Office Address: 110 LAFAYETTE ST ROOM 202
New York
NEW YORK
United States of America (USA)
10013

More information about EVERGREEN PACKAGING LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0072024-01-01ERIC MARTINEK
0072023-01-01
0072023-01-01JUSTIN BOWLIN
0072022-01-01
0072022-01-01JUSTIN BOWLIN
0072021-01-01
0072021-01-01
0072021-01-01JUSTIN BOWLIN
0072020-01-01
0072020-01-01
0072019-01-01

Financial Data on EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING

Measure Date Value
2023 : EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets from this plan2023-12-31$11,010,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,989
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$84,253,906
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$79,134,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$78,745,918
Expenses. Certain deemed distributions of participant loans2023-12-31$17,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$28,383,489
Value of total assets at end of year2023-12-31$362,312,443
Value of total assets at beginning of year2023-12-31$368,201,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$370,890
Total interest from all sources2023-12-31$620,593
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$501,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$501,261
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$15,825,746
Participant contributions at end of year2023-12-31$9,366,145
Participant contributions at beginning of year2023-12-31$13,063,327
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$2,165,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,989
Other income not declared elsewhere2023-12-31$47,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,119,292
Value of net assets at end of year (total assets less liabilities)2023-12-31$362,310,454
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$368,201,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$7,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$22,822,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$37,663,023
Value of interest in pooled separate accounts at end of year2023-12-31$7,803,492
Value of interest in pooled separate accounts at beginning of year2023-12-31$7,327,697
Interest on participant loans2023-12-31$620,593
Value of interest in common/collective trusts at end of year2023-12-31$322,302,757
Value of interest in common/collective trusts at beginning of year2023-12-31$310,147,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,662,316
Net investment gain/loss from pooled separate accounts2023-12-31$1,505,731
Net investment gain or loss from common/collective trusts2023-12-31$50,532,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$10,392,240
Employer contributions (assets) at end of year2023-12-31$18,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$78,745,918
Contract administrator fees2023-12-31$363,222
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets from this plan2023-01-01$11,010,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$84,253,906
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$79,134,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$78,745,918
Expenses. Certain deemed distributions of participant loans2023-01-01$17,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$28,383,489
Value of total assets at end of year2023-01-01$362,312,443
Value of total assets at beginning of year2023-01-01$368,201,580
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$370,890
Total interest from all sources2023-01-01$620,593
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$501,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$501,261
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$15,825,746
Participant contributions at end of year2023-01-01$9,366,145
Participant contributions at beginning of year2023-01-01$13,063,327
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$2,165,503
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$1,989
Other income not declared elsewhere2023-01-01$47,562
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$5,119,292
Value of net assets at end of year (total assets less liabilities)2023-01-01$362,310,454
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$368,201,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$7,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$22,822,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$37,663,023
Value of interest in pooled separate accounts at end of year2023-01-01$7,803,492
Value of interest in pooled separate accounts at beginning of year2023-01-01$7,327,697
Interest on participant loans2023-01-01$620,593
Value of interest in common/collective trusts at end of year2023-01-01$322,302,757
Value of interest in common/collective trusts at beginning of year2023-01-01$310,147,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$2,662,316
Net investment gain/loss from pooled separate accounts2023-01-01$1,505,731
Net investment gain or loss from common/collective trusts2023-01-01$50,532,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$10,392,240
Employer contributions (assets) at end of year2023-01-01$18,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$78,745,918
Contract administrator fees2023-01-01$363,222
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01CROWE LLP
Accountancy firm EIN2023-01-01350921680
2022 : EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$185,813
Total transfer of assets from this plan2022-12-31$45,227
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$0
Total income from all sources (including contributions)2022-12-31$-37,405,183
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$32,719,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$32,364,666
Expenses. Certain deemed distributions of participant loans2022-12-31$7,131
Value of total corrective distributions2022-12-31$5,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$33,292,672
Value of total assets at end of year2022-12-31$368,201,580
Value of total assets at beginning of year2022-12-31$438,185,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$341,893
Total interest from all sources2022-12-31$617,749
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$596,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$596,275
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$18,416,230
Participant contributions at end of year2022-12-31$13,063,327
Participant contributions at beginning of year2022-12-31$13,687,984
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,627,599
Other income not declared elsewhere2022-12-31$52,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-70,124,375
Value of net assets at end of year (total assets less liabilities)2022-12-31$368,201,580
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$438,185,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,663,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,559,741
Value of interest in pooled separate accounts at end of year2022-12-31$7,327,697
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,480,219
Interest on participant loans2022-12-31$617,749
Value of interest in common/collective trusts at end of year2022-12-31$310,147,533
Value of interest in common/collective trusts at beginning of year2022-12-31$368,453,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,040,264
Net investment gain/loss from pooled separate accounts2022-12-31$-2,158,394
Net investment gain or loss from common/collective trusts2022-12-31$-61,765,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$12,248,843
Employer contributions (assets) at beginning of year2022-12-31$4,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$32,364,666
Contract administrator fees2022-12-31$341,893
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$185,813
Total transfer of assets from this plan2022-01-01$45,227
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-37,405,183
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$32,719,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$32,364,666
Expenses. Certain deemed distributions of participant loans2022-01-01$7,131
Value of total corrective distributions2022-01-01$5,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$33,292,672
Value of total assets at end of year2022-01-01$368,201,580
Value of total assets at beginning of year2022-01-01$438,185,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$341,893
Total interest from all sources2022-01-01$617,749
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$596,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$596,275
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$6,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$18,416,230
Participant contributions at end of year2022-01-01$13,063,327
Participant contributions at beginning of year2022-01-01$13,687,984
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$2,627,599
Other income not declared elsewhere2022-01-01$52,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-70,124,375
Value of net assets at end of year (total assets less liabilities)2022-01-01$368,201,580
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$438,185,369
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$37,663,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$46,559,741
Value of interest in pooled separate accounts at end of year2022-01-01$7,327,697
Value of interest in pooled separate accounts at beginning of year2022-01-01$9,480,219
Interest on participant loans2022-01-01$617,749
Value of interest in common/collective trusts at end of year2022-01-01$310,147,533
Value of interest in common/collective trusts at beginning of year2022-01-01$368,453,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-8,040,264
Net investment gain/loss from pooled separate accounts2022-01-01$-2,158,394
Net investment gain or loss from common/collective trusts2022-01-01$-61,765,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$12,248,843
Employer contributions (assets) at beginning of year2022-01-01$4,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$32,364,666
Contract administrator fees2022-01-01$341,893
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01CROWE LLP
Accountancy firm EIN2022-01-01350921680
2021 : EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$120,199
Total transfer of assets from this plan2021-12-31$1,259,688
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$82,263,800
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$42,999,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$42,663,646
Expenses. Certain deemed distributions of participant loans2021-12-31$-1,847
Value of total corrective distributions2021-12-31$731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$31,472,852
Value of total assets at end of year2021-12-31$438,185,369
Value of total assets at beginning of year2021-12-31$400,060,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$336,917
Total interest from all sources2021-12-31$647,889
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$798,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$798,076
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$18,624,196
Participant contributions at end of year2021-12-31$13,687,984
Participant contributions at beginning of year2021-12-31$13,443,952
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,927,275
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$5,820
Other income not declared elsewhere2021-12-31$53,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$39,264,353
Value of net assets at end of year (total assets less liabilities)2021-12-31$438,185,369
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$400,060,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,559,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,962,720
Value of interest in pooled separate accounts at end of year2021-12-31$9,480,219
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,162,403
Interest on participant loans2021-12-31$647,889
Value of interest in common/collective trusts at end of year2021-12-31$368,453,352
Value of interest in common/collective trusts at beginning of year2021-12-31$325,909,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,385,522
Net investment gain/loss from pooled separate accounts2021-12-31$2,047,176
Net investment gain or loss from common/collective trusts2021-12-31$43,858,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,921,381
Employer contributions (assets) at end of year2021-12-31$4,073
Employer contributions (assets) at beginning of year2021-12-31$1,581,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$42,657,826
Contract administrator fees2021-12-31$336,917
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$130,828
Total transfer of assets from this plan2020-12-31$2,286,861
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$80,828,083
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$36,781,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$36,432,575
Expenses. Certain deemed distributions of participant loans2020-12-31$37,002
Value of total corrective distributions2020-12-31$776
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$31,616,008
Value of total assets at end of year2020-12-31$400,060,505
Value of total assets at beginning of year2020-12-31$358,169,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$310,679
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$576,788
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$585,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$585,990
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$18,137,828
Participant contributions at end of year2020-12-31$13,443,952
Participant contributions at beginning of year2020-12-31$8,029,471
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,851,531
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$79
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$70,373
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$44,047,051
Value of net assets at end of year (total assets less liabilities)2020-12-31$400,060,505
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$358,169,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,962,720
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$49,480,587
Value of interest in pooled separate accounts at end of year2020-12-31$8,162,403
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,332,602
Interest on participant loans2020-12-31$576,788
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$325,909,600
Value of interest in common/collective trusts at beginning of year2020-12-31$290,869,470
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,118,835
Net investment gain/loss from pooled separate accounts2020-12-31$1,108,862
Net investment gain or loss from common/collective trusts2020-12-31$41,751,227
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,626,649
Employer contributions (assets) at end of year2020-12-31$1,581,830
Employer contributions (assets) at beginning of year2020-12-31$1,457,357
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$36,432,496
Contract administrator fees2020-12-31$310,679
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$87,408
Total transfer of assets from this plan2019-12-31$113,346,978
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$118,925,146
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$45,828,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$45,439,896
Expenses. Certain deemed distributions of participant loans2019-12-31$-7,661
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,718,855
Value of total assets at end of year2019-12-31$358,169,487
Value of total assets at beginning of year2019-12-31$398,331,975
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$395,829
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$499,178
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$897,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$897,327
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$21,047,663
Participant contributions at end of year2019-12-31$8,029,471
Participant contributions at beginning of year2019-12-31$9,204,572
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,847,727
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$105,558
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$73,097,082
Value of net assets at end of year (total assets less liabilities)2019-12-31$358,169,487
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$398,331,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$49,480,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$55,251,136
Value of interest in pooled separate accounts at end of year2019-12-31$8,332,602
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,150,286
Interest on participant loans2019-12-31$499,178
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$290,869,470
Value of interest in common/collective trusts at beginning of year2019-12-31$321,965,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,833,637
Net investment gain/loss from pooled separate accounts2019-12-31$3,729,671
Net investment gain or loss from common/collective trusts2019-12-31$64,140,920
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$13,823,465
Employer contributions (assets) at end of year2019-12-31$1,457,357
Employer contributions (assets) at beginning of year2019-12-31$2,760,241
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$45,439,896
Contract administrator fees2019-12-31$395,829
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680

Form 5500 Responses for EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING

2023: EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804748
Policy instance 1
Insurance contract or identification number804748
Number of Individuals Covered3310
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804748
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804748
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804748
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number804748
Policy instance 1

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